Clear, practical support for the finance processes that keep your business running
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Invoice Processing & Automation (FO4)
What it is
Invoice processing is where most P2P pain is felt day to day. Late approvals, mismatched purchase orders, duplicate payments, supplier queries — these are the symptoms of a process that hasn't been designed properly.
This service reviews how invoices flow through your business from receipt to payment, identifies where the bottlenecks and errors are occurring, and helps you design a faster, more accurate process — with the right level of automation for your size and budget.
Where appropriate, I’ll recommend tools that can help automate parts of the process (such as Dext, ApprovalMax, or Xero’s built-in features). But I’ll always start with process before technology — because the right tool for the wrong process just creates faster chaos.
What's included
End-to-end review of your current invoice processing workflow
Identification of approval bottlenecks and delay causes
PO matching process reviewed and improved
Duplicate payment and error controls strengthened
Guidance on automation options proportionate to your business size — from simple tools to full AP automation
Documented process your team can follow consistently
A note on automation
Automation doesn't have to mean a six-figure investment. For many SMEs businesses, the right answer is a straightforward improvement to the existing process plus a modest, well-chosen tool.
I'll give you an honest view of what's available, what's proportionate, and what will actually get used — rather than what's most technically impressive.
Who it’s for
Businesses where invoice approval relies on email chains or manual chasing
Teams experiencing high volumes of supplier payment queries
Organisations where duplicate payments or mismatched invoices are a recurring problem
Finance teams spending more time on exceptions than on productive work
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Typically 2–4 weeks (scoped to complexity and availability)
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From £1,500 + VAT — scoped per engagementn text goes here
