The full catalogue of finance work we have automated.
Filter by the platform you run. Filter by the job you are trying to finish. Every entry names the hours it returns and the pre-requisites we insist on before we start.
- Named automations
- 130
- Platforms covered
- 14
- Finance functions
- 10
- Sydney-built
- AU
Search, filter, and shortlist before you book.
130 workflows is too many to read in one sitting. Use the platform row if you already know your stack. Use the function row if you know the pain. Use the search box for anything specific you have in mind.
Showing 130 of 130 automations.
- XeroAccounts payable
Capture invoices from email into Xero bills
Shared inbox ingestion, OCR, supplier matching, and a draft bill in Xero within minutes of receipt.
Hours returned / week
10-20
- XeroAccounts payable
Automate bill coding and GL allocation
Supplier and category rules drive GL coding on capture, with a confidence threshold before the bill posts.
Hours returned / week
5-10
- XeroReconciliation
Auto-match bank transactions to bills and invoices
Rules-based matching with an exception queue for anything that does not reconcile cleanly.
Hours returned / week
10-20
- XeroAccounts receivable
Generate and send AR invoices on schedule
Scheduled AR runs pull from source records, produce invoices, and send them through the correct channel per client.
Hours returned / week
5-10
- XeroAccounts receivable
Automated debtor reminders by overdue age
Aged debt drives a tiered reminder sequence, with internal escalation before anything gets sent externally.
Hours returned / week
5-10
- XeroPayments and treasury
Match payments and apply cash to receivables
Remittance parsing, payer identification and application across split payments and part receipts.
Hours returned / week
5-10
- XeroMonth-end close
Prepare and post month-end journals
Recurring accrual, prepayment and depreciation journals prepared, reviewed and posted against a controller checklist.
Hours returned / week
5-10
- XeroExceptions
Exception queue for unmatched transactions
A single review queue for items the rules cannot resolve, with audit trail and assignment to an owner.
Hours returned / week
2-5
- XeroReporting
Refresh reports and export to dashboards
Scheduled pulls from Xero into your reporting layer, with variance flags before the pack goes out.
Hours returned / week
2-5
- XeroIntegration and sync
Sync Xero data to external tools
Controlled pipelines from Xero to Power BI, spreadsheets or a central database, refreshed on a schedule.
Hours returned / week
2-5
- MYOBAccounts payable
Document-to-system automation for bills
Email and scan capture, extraction, validation and draft bill creation into MYOB without hand-keying.
Hours returned / week
10-20
- MYOBIntegration and sync
Payroll handoff from timesheets into MYOB
Approved time and HR data pushed into MYOB payroll with validation before the pay run.
Hours returned / week
5-10
- MYOBReconciliation
Automated bank reconciliation with exceptions
Rule-based matching, with unresolved items routed into a named review queue rather than an email thread.
Hours returned / week
10-20
- MYOBReporting
Prepare and refresh recurring reports
MYOB data pulled on schedule into templates, with variance commentary triggers before distribution.
Hours returned / week
2-5
- MYOBIntegration and sync
Sync MYOB with CRM, project and spreadsheet tools
Controlled pipelines replacing copy-paste between MYOB and the adjacent systems your team already runs.
Hours returned / week
2-5
- MYOBAccounts payable
AP approval routing and escalation
Bills above threshold routed to the correct approver with SLA escalation if action stalls.
Hours returned / week
5-10
- MYOBAccounts payable
Automated GL coding from supplier rules
Coding applied on capture using supplier and category rules, with human review on low-confidence items.
Hours returned / week
5-10
- MYOBAccounts receivable
Overdue AR reminder and follow-up sequences
Tiered follow-ups by aging bucket, with a hold on reminders when a payment plan or dispute is logged.
Hours returned / week
5-10
- MYOBMonth-end close
Month-end close checklist and journal support
Orchestrated close tasks, journal preparation and status tracking against a two-day close target.
Hours returned / week
5-10
- MYOBReconciliation
Reconcile supplier statements against MYOB
Statement ingestion, matching against posted bills, and a clear variance report before payment run.
Hours returned / week
2-5
- QuickBooksIntegration and sync
Timesheet-to-finance pipeline
Approved hours from QuickBooks Time flow into billing and payroll with no re-keying.
Hours returned / week
5-10
- QuickBooksAccounts payable
Cost coding from time entries to GL
Time entries mapped to GL categories using project and activity rules on the way in.
Hours returned / week
2-5
- QuickBooksAccounts receivable
Generate invoices from approved timesheets
Project milestones and approved time produce client invoices without a manual compile step.
Hours returned / week
5-10
- QuickBooksIntegration and sync
Validated payroll inputs from QuickBooks Time
Pay run inputs checked against leave balances, rates and cost centres before they hit payroll.
Hours returned / week
2-5
- QuickBooksIntegration and sync
Sync QuickBooks data to reporting tools
Scheduled pipelines into Power BI, Tableau or a central database, replacing manual exports.
Hours returned / week
2-5
- QuickBooksAccounts payable
AP invoice capture from email and portal
Supplier invoices from email and supplier portals captured, coded and drafted as bills.
Hours returned / week
10-20
- QuickBooksReconciliation
Bank reconciliation with exception queue
Rule-based matching with anything unresolved routed into a named review queue with an owner.
Hours returned / week
5-10
- QuickBooksExpenses
Capture and code employee expense receipts
Employee submissions captured, coded against policy, and posted without an approvals backlog.
Hours returned / week
2-5
- QuickBooksAccounts receivable
AR reminder and collections sequences
Aged debt drives tiered follow-ups with internal escalation before anything external goes out.
Hours returned / week
5-10
- QuickBooksReporting
Monthly operational reporting refresh
QuickBooks data pulled on schedule into your management pack with variance flags before sign-off.
Hours returned / week
2-5
- NetSuiteAccounts payable
AP invoice capture, extraction and posting
Invoices from email, portals and scanned PDFs captured, validated and posted into NetSuite AP.
Hours returned / week
20+
- NetSuiteAccounts payable
Multi-step approval routing for bills and POs
Approval paths by cost centre, amount and category, with SLA escalation if an approver goes quiet.
Hours returned / week
5-10
- NetSuiteAccounts payable
Automated GL coding and supplier matching
Rules engine applied on capture, with a confidence threshold before coded items post.
Hours returned / week
10-20
- NetSuiteReconciliation
Bank and statement-to-ledger matching
Statement ingestion, matching against NetSuite activity, and exceptions routed for review.
Hours returned / week
10-20
- NetSuiteExceptions
Exception queue for AP items requiring review
One named review queue for held bills, with an audit trail from capture through to posting.
Hours returned / week
5-10
- NetSuiteIntegration and sync
Sync NetSuite data to Power BI and dashboards
Controlled pipelines from NetSuite into your reporting layer, refreshed on schedule with row counts.
Hours returned / week
5-10
- NetSuiteMonth-end close
Month-end close task orchestration
Close tasks run on a schedule with dependencies, sign-offs and journal support baked in.
Hours returned / week
10-20
- NetSuiteReconciliation
Intercompany transaction processing and reconciliation
Intercompany postings generated on both sides, reconciled and variance-flagged before close.
Hours returned / week
5-10
- NetSuiteAccounts receivable
Automated AR dunning by aging bucket
Tiered reminders by aging, with disputes and payment plans held out of the sequence.
Hours returned / week
5-10
- NetSuiteReporting
AP and AR visibility dashboards on NetSuite
Live dashboards on held bills, aged debt, supplier risk and close progress, fed from NetSuite.
Hours returned / week
2-5
- SAPAccounts payable
RPA invoice extraction and entry into SAP
Where the API does not reach, attended and unattended RPA drives SAP transaction screens under audit.
Hours returned / week
20+
- SAPAccounts payable
Approval workflows for POs, invoices and journals
Structured routing with SLA escalation, auditable against SAP approval rules.
Hours returned / week
5-10
- SAPReporting
Extract SAP data for downstream reporting
Controlled extracts into Power BI, Tableau or a reporting mart, replacing manual SAP exports.
Hours returned / week
5-10
- SAPReconciliation
Bank, intercompany and GL reconciliation support
Matching rules and exception queues across bank, intercompany and GL reconciliations.
Hours returned / week
10-20
- SAPExceptions
Exception handling for blocked invoices
Clear escalation for blocked invoices, with root cause captured for supplier master updates.
Hours returned / week
2-5
- SAPReporting
Automated report generation from SAP exports
Scheduled pulls from SAP into a reporting template, distributed with variance commentary.
Hours returned / week
2-5
- SAPAccounts payable
Three-way match automation
Goods receipt, PO and invoice matched on the fly with exceptions routed for a named owner.
Hours returned / week
10-20
- SAPAccounts payable
GL coding rules engine via RPA
Coding applied to incoming documents before they hit SAP, with review on low-confidence matches.
Hours returned / week
5-10
- SAPMonth-end close
Month-end journal creation and posting
Recurring and accrual journals prepared, reviewed and posted against a controller checklist.
Hours returned / week
5-10
- SAPIntegration and sync
Sync SAP data to BI, CRM and operations tools
Controlled pipelines between SAP and adjacent systems, replacing file-based handovers.
Hours returned / week
5-10
- DynamicsAccounts payable
Invoice ingestion into Dynamics AP
Document capture, extraction and posting into the Dynamics AP module with supplier matching.
Hours returned / week
10-20
- DynamicsAccounts payable
Approval routing for invoices and expenses
Approval paths by cost centre, amount and category, with escalation on breach of SLA.
Hours returned / week
5-10
- DynamicsReconciliation
Bank reconciliation and exception handling
Rule-based matching with a named review queue for anything that does not reconcile cleanly.
Hours returned / week
5-10
- DynamicsAccounts receivable
AR invoice generation and debtor follow-up
Scheduled AR runs and tiered reminder sequences, with disputes held out of the flow.
Hours returned / week
5-10
- DynamicsAccounts payable
GL coding and validation on document entry
Coding rules applied on capture with a confidence threshold before anything posts.
Hours returned / week
5-10
- DynamicsIntegration and sync
Sync Dynamics data to Power BI dashboards
Controlled pipelines from Dynamics into Power BI, refreshed on schedule with row-count checks.
Hours returned / week
2-5
- DynamicsMonth-end close
Month-end close checklist automation
Close tasks orchestrated against a two-day target with dependencies and sign-offs visible.
Hours returned / week
5-10
- DynamicsReconciliation
Intercompany transaction and reconciliation
Postings generated on both sides, reconciled, and variance-flagged before month-end lock.
Hours returned / week
5-10
- DynamicsExpenses
Expense claim processing and reimbursement triggers
Claims validated against policy, coded, and pushed to reimbursement once approved.
Hours returned / week
2-5
- DynamicsReporting
Custom finance visibility dashboards
Live views across AP, AR, close progress and cash, built over Dynamics data.
Hours returned / week
2-5
- HubdocExceptions
Validation layer for OCR output
Low-confidence extractions flagged before they leave Hubdoc, with a single review queue.
Hours returned / week
2-5
- HubdocExceptions
Exception routing for misread documents
Misreads and incomplete documents routed to a named owner with clear next-steps.
Hours returned / week
2-5
- HubdocAccounts payable
Field checks against supplier master data
ABN, bank and address cross-checked against supplier master before anything posts downstream.
Hours returned / week
2-5
- HubdocIntegration and sync
Downstream posting to Xero or MYOB on validation
Documents that pass validation post automatically to Xero or MYOB, with an audit trail.
Hours returned / week
5-10
- HubdocExceptions
Human-in-the-loop review queue
Flagged documents held in a structured review queue, not in an email thread.
Hours returned / week
2-5
- HubdocAccounts payable
Supplier-specific coding rules post-capture
Per-supplier GL and tax coding applied automatically after capture, before posting.
Hours returned / week
2-5
- HubdocAccounts payable
Duplicate invoice detection before posting
Invoices checked against prior bills on invoice number, supplier and amount before they post.
Hours returned / week
2-5
- HubdocAccounts payable
Approval routing above threshold value
Documents above a configurable value routed to the correct approver before downstream posting.
Hours returned / week
2-5
- HubdocExceptions
Audit trail from capture to ledger entry
Every document linked from capture through to the ledger entry it created.
Hours returned / week
2-5
- HubdocReconciliation
Reconcile documents captured against bills posted
A monthly control check showing captured vs posted, flagging anything stuck in between.
Hours returned / week
2-5
- DextAccounts payable
Validate Dext coding against GL rules
Dext coding suggestions checked against your GL rules, with low-confidence items flagged.
Hours returned / week
2-5
- DextAccounts payable
Approval routing triggered by value threshold
Bills above threshold routed for approval after capture, before they post to the ledger.
Hours returned / week
2-5
- DextExpenses
Receipt-to-ledger flow on confidence pass
Receipts that clear a confidence threshold post automatically, with the rest held for review.
Hours returned / week
5-10
- DextExpenses
Duplicate detection before downstream posting
Repeat receipts and bills blocked before they reach the ledger, with an audit of what was stopped.
Hours returned / week
2-5
- DextExceptions
Exception queue for items needing review
A single review queue for items needing human coding correction or follow-up.
Hours returned / week
2-5
- DextExpenses
Audit trail and policy compliance checks
Policy violations flagged on submission, with the audit trail captured before any reimbursement.
Hours returned / week
2-5
- DextReporting
Spend category dashboards from Dext data
Live spend views by category, cost centre and employee, built over Dext submissions.
Hours returned / week
2-5
- DextExpenses
Missing receipt chasing for employees
Automated reminders when a card transaction lands without a matching receipt.
Hours returned / week
2-5
- DextReconciliation
Month-end reconciliation of submitted vs approved
A monthly control check on submitted vs approved items, flagging anything stuck in between.
Hours returned / week
2-5
- DextIntegration and sync
Sync approved Dext data to Xero or MYOB
Approved items post to the ledger on the same day, with no manual export step.
Hours returned / week
2-5
- ConcurExpenses
Receipt extraction and auto-coding on submission
Receipts captured, extracted and coded against policy as soon as an employee submits.
Hours returned / week
5-10
- ConcurExpenses
Policy check automation on claims
Claims tested against policy before approval, with violations flagged to the approver.
Hours returned / week
2-5
- ConcurExpenses
Approval routing by cost centre and amount
Claims routed to the correct approver with escalation on breach of SLA.
Hours returned / week
2-5
- ConcurPayments and treasury
Reimbursement trigger on approval
Approved claims kick off a payment workflow with no manual re-entry.
Hours returned / week
2-5
- ConcurExpenses
Missing receipt chasing for employees
Automated reminders when a card transaction lands without a matching receipt.
Hours returned / week
2-5
- ConcurReporting
Real-time spend category dashboards
Live spend views by category, department and employee, fed from Concur data.
Hours returned / week
2-5
- ConcurExpenses
GL coding rules applied on submission
Coding applied on submission using your GL rules, with a confidence threshold before it posts.
Hours returned / week
2-5
- ConcurExceptions
Exception queue for claims needing review
Claims needing finance review routed into a single queue rather than scattered emails.
Hours returned / week
2-5
- ConcurReporting
Monthly expense reporting refresh
Scheduled refresh of the expense management pack, distributed on the same day each month.
Hours returned / week
2-5
- ConcurIntegration and sync
Sync approved expense data to accounting
Approved items post to the ledger without manual entry, with a daily control check on totals.
Hours returned / week
2-5
- ExcelIntegration and sync
Push validated spreadsheet data into accounting
Controlled pipelines from a workbook into the ledger, with validation before anything posts.
Hours returned / week
5-10
- ExcelIntegration and sync
Replace copy-paste between files
Named pipelines between workbooks, with versioning and a log of who changed what.
Hours returned / week
5-10
- ExcelReconciliation
Automated reconciliation with exception flags
Matching rules applied in a workbook, with exceptions surfaced in a single named tab.
Hours returned / week
5-10
- ExcelReporting
Refresh and populate report templates
Source data pulled on schedule into your report template, with variance commentary triggers.
Hours returned / week
2-5
- ExcelMonth-end close
Month-end close checklist with status
Close tasks tracked in a shared workbook with status, owners and a visible critical path.
Hours returned / week
2-5
- ExcelIntegration and sync
Single-source data feeds replacing version chaos
One controlled feed into every template that needs the same number, not five different copies.
Hours returned / week
2-5
- ExcelExceptions
Audit trail for spreadsheet-led processes
Who changed what, when, and why, captured alongside the workbook for audit.
Hours returned / week
2-5
- ExcelExceptions
Formula validation and error detection
Input files checked for broken formulas, inconsistent ranges and hard-coded overrides.
Hours returned / week
2-5
- ExcelReporting
Automated distribution of refreshed reports
Refreshed report packs distributed on schedule to the right stakeholders, from a single run.
Hours returned / week
2-5
- ExcelIntegration and sync
Migrate spreadsheet logic into controlled automation
Recurring spreadsheet logic rebuilt in a controlled platform with tests and a real audit trail.
Hours returned / week
5-10
- BankPayments and treasury
Automated statement download and ingestion
Statements pulled from the bank portal and fed into your reconciliation workflow on schedule.
Hours returned / week
5-10
- BankPayments and treasury
Payment file creation and ABA upload
Approved payment batches converted into ABA files and uploaded to the bank portal under audit.
Hours returned / week
5-10
- BankPayments and treasury
Extract remittance advice and match to suppliers
Remittance parsing from email and portal, with matching against open supplier balances.
Hours returned / week
5-10
- BankReconciliation
Bank-to-ledger reconciliation with exceptions
Rule-based matching between bank feed and ledger, with exceptions routed for review.
Hours returned / week
10-20
- BankReporting
Cash position dashboard from aggregated feeds
A live cash position view across accounts and entities, refreshed from feed data.
Hours returned / week
2-5
- BankPayments and treasury
Prepare and validate payment runs
Payment batches compiled, cross-checked against open bills, and held until approved.
Hours returned / week
5-10
- BankPayments and treasury
Approval workflow for payment runs
Payment runs routed for structured approval with an audit trail before any upload.
Hours returned / week
2-5
- BankReconciliation
Statement-to-forecast reconciliation
Actuals reconciled against the cash forecast with variance flagging for treasury.
Hours returned / week
2-5
- BankIntegration and sync
Multi-bank feed aggregation into a central layer
Feeds from every bank and entity aggregated into a single data layer for reconciliation.
Hours returned / week
2-5
- BankExceptions
Alerts for unmatched or unusual transactions
Rules flag unmatched or out-of-pattern transactions the day they hit the feed.
Hours returned / week
2-5
- OutlookInbox and approvals
Classify shared inbox traffic by type
Inbound email triaged into invoice, remittance, query and approval, with routing per class.
Hours returned / week
5-10
- OutlookAccounts payable
Extract invoices from email attachments
Attachments captured, extracted and routed to AP without leaving the inbox thread behind.
Hours returned / week
10-20
- OutlookInbox and approvals
Structured approval emails with one-click response
Approvers get a structured email and one-click response, recorded against the underlying item.
Hours returned / week
5-10
- OutlookInbox and approvals
Automated follow-up on pending approvals
Approvals past SLA chased automatically, with escalation to the next approver when needed.
Hours returned / week
2-5
- OutlookAccounts receivable
Extract remittance advice and match to AR
Remittance detail parsed from emails and matched to open AR, with exceptions flagged.
Hours returned / week
5-10
- OutlookExceptions
Route unmatched items to a review queue
Unmatched items routed out of the inbox into a single named review queue with an owner.
Hours returned / week
2-5
- OutlookInbox and approvals
SLA-style escalation on inactioned items
Items not actioned within threshold escalated up a clear chain, not left in a queue.
Hours returned / week
2-5
- OutlookReporting
Inbox volume and response dashboard
A live view of inbox volume, response time and exception rate for the finance team.
Hours returned / week
2-5
- OutlookInbox and approvals
Auto-acknowledge supplier invoice receipt
Suppliers get a structured acknowledgement on invoice receipt, with a reference the AP team can quote.
Hours returned / week
2-5
- OutlookReporting
Monthly inbox analytics pack
A monthly pack on inbox volumes, response times and exception rates for the finance leader.
Hours returned / week
2-5
- Power BIIntegration and sync
Automated data extraction from source systems
Controlled pipelines from Xero, MYOB, NetSuite, SAP and banks into the reporting layer.
Hours returned / week
5-10
- Power BIReporting
Scheduled report refresh
Reports refreshed on schedule with row-count checks, replacing manual pulls the night before.
Hours returned / week
2-5
- Power BIReporting
AP and AR tracking dashboards
Live dashboards on held bills, aged debt and supplier risk, fed from source system data.
Hours returned / week
2-5
- Power BIMonth-end close
Month-end close progress dashboard
A live view of close tasks by status, owner and blocker, visible to the controller on day one.
Hours returned / week
2-5
- Power BIReporting
KPI alert workflows on threshold breach
Stakeholders notified when a tracked KPI moves outside tolerance, not a week later.
Hours returned / week
2-5
- Power BIReporting
Spend and exception monitoring dashboards
Live views on spend trends and exception rates, used by finance and operations together.
Hours returned / week
2-5
- Power BIReporting
Executive finance pack automation
The monthly executive pack compiled, formatted and distributed on the same day each month.
Hours returned / week
2-5
- Power BIReporting
Cash flow and treasury visibility dashboard
A live treasury view across accounts, entities and forecasts, refreshed from feed data.
Hours returned / week
2-5
- Power BIIntegration and sync
Cross-system consolidation from finance and ops tools
Pulls from Xero, MYOB, bank, and operations tools consolidated in one reporting layer.
Hours returned / week
5-10
- Power BIReporting
Variance analysis against prior period
Variance tables auto-populated against prior period data, with commentary triggers on threshold breach.
Hours returned / week
2-5
The full catalogue as a reference document.
The same 130 automations, indexed by platform, team size and finance function. Hours returned per workflow. Pre-requisites called out. Share it with your controller before booking your Automation Roadmap.
13 Platforms, 130 Automations: the AU finance stack guide
A practitioner's catalogue. For each of the 13 finance platforms we cover, you get the 10 specific automations we have built on it, the typical hours returned per week, and the pre-requisites before the work is worth starting.
- 130 named automations, one row each
- Hours-returned range per workflow, from real engagements
- Pre-requisites and dependencies called out honestly
- Indexed by platform, by team size, and by finance function
Get it now
We email the asset in under a minute. You keep it whether you ever speak to us or not.
Three things the catalogue is not.
A wishlist. A vendor brochure. A projection. Every line is drawn from real engagements, with the numbers the client saw after go-live.
01
What an automation means here
A named, repeatable workflow Ordron has built on a real platform, with measurable hours returned and a clear owner. Not a pilot, not a demo.
02
How hours returned is measured
Bands are drawn from Ordron engagements after go-live. They are hours returned per week to the finance team, not projected savings from a vendor deck.
03
Where pre-requisites get called out
Some workflows need clean supplier master data or a defined chart of accounts before they are worth starting. Those are flagged honestly in the Automation Roadmap, not buried in a footnote.
If the catalogue is not the right shape for your question.
Browse by platform.
Thirteen dedicated hubs, one per platform. The ten automations we have built on each, in context.
Open the platforms hubProofSee what it looks like shipped.
Twelve anonymised case studies. Real platforms, real industries, measured hours returned and cycle-time cuts.
Read the case studiesDiagnose firstFind your quick wins.
Five minutes, ten questions, a pillar-by-pillar view of where your finance team is losing time today.
Find your automation quick winsWhat is the shortlist actually worth to you?
Four inputs. The calculator returns your annual cost of manual finance, a likely payback window, and the three automations on your stack that move the needle first.
Your stack, your number.
Change the platform to see the three named automations shift. Full written breakdown emailed on request.
All dollar figures in AUD. Assumes a blended finance rate of $55/hour and 50 working weeks per year.
Your annual cost of manual finance
$106,400
Ordron-style automation typically captures $79,500 of that per year. On a typical $10,000 project, payback lands at roughly 7 weeks.
Finance Automation Readiness Checklist
Before you book anything, answer fifteen yes/no statements about your finance operation. If the answer to ten of them is no, automation is not the first move.
Shortlist three. We will tell you which one to start with.
The automation diagnostic surfaces the biggest drag on your finance team in five minutes. The Automation Roadmap goes deeper and gives you a written report with specific automations named, whether you engage Ordron or not.
130 automations listed. 14 platforms covered. Ask if your stack is not on the list.