Finance Automation for SMEs

Automate the Busywork. Keep the Insight.

We help growing businesses replace repetitive, error-prone finance tasks with reliable automated workflows, live dashboards, and AI-assisted reporting.

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What We Automate

Less Manual Work, Fewer Errors, More Clarity

We identify the repetitive work draining your finance function and replace it with dependable automation.

Reconciliations

Automated bank and ledger reconciliations that cut hours of manual matching.

Reporting

Management reports and packs generated automatically, on schedule.

AR Follow-ups

Automated invoice reminders so you get paid faster, with less chasing.

Live Dashboards

Real-time finance dashboards that always reflect your latest numbers.

Workflow Automation

Connect your tools and remove repetitive copy-paste finance tasks.

AI-Assisted Finance

Modern AI tools applied carefully to speed up analysis and reporting.

Finance automation technology in action
AI Finance Automation

Automation That Saves Time and Removes Errors

We automate repetitive finance tasks, reporting, reconciliations, invoice tracking, AR follow-ups, and dashboards using modern finance and AI tools.

Accounting Data
Clean Reports
Dashboard
CFO Insights
Better Decisions

Powered by modern finance & automation tools

QuickBooksXeroZohoShopifyStripeGustoPower BIGoogle Sheetsn8nMakeAI Agents
Automation In Action

Inside a Real Workflow: The CFO Board Pack

One click in Notion and this entire workflow runs end to end - pulling live data, building six reports, redacting, analysing with AI, and delivering a board-ready pack.

cfo-board-pack · n8n workflow Active
Webhook Trigger
Date Range
Previous Period
Create Month Folder
QuickBooks Data Extraction
App-Script Redaction
Data Analysis & Finance Pack
Document Id
Format
Final Report
Get Notion ID
Notion Update
Documentation
Webhook
Date Range
Previous Period
Month Folder
Clear Sheet
Copy File
QuickBooks
API Call
Format
Profit & Loss
Redacted
Clear Sheet
Copy File
QuickBooks
API Call
Format
Balance Sheet
Redacted
Clear Sheet
Copy File
QuickBooks
API Call
Format
Cash Flow
Redacted
Clear Sheet
Copy File
QuickBooks
API Call
Format
Trial Balance
Redacted
Clear Sheet
Copy File
QuickBooks
API Call
Format
AR Aging
Redacted
Clear Sheet
Copy File
QuickBooks
API Call
Format
General Ledger
Redacted
App-Script Redact
AI Analysis
Get Document
Format
Final Report
Get Notion
Update Notion
Log Sheet

Scroll sideways to explore the full workflow →

The workflow generates this report

CFO Board Pack

Northwind Trading - March 2026

Revenue

$1.24M

+8.3% MoM

Gross Margin

42.6%

+1.2 pts

EBITDA

$312K

+11% MoM

Net Income

$198K

+6.4% MoM

Executive Summary

This month the company recorded total revenue of $1.24M, up 8.3% month over month, with a gross margin of 42.6%. EBITDA closed at $312K and net income at $198K, supported by disciplined cost control and stronger receivable collections. Cash runway remains healthy at 14 months.

Profit & Loss Overview

Revenue1,240,000
Cost of Goods Sold(712,000)
Gross Profit528,000
Operating Expenses(216,000)
EBITDA312,000
Net Income198,000

Pages in this pack

CoverExecutive SummaryP&LBalance SheetCash FlowKPIsRisk RegisterOutlook
Auto-generated by InfiBooks - Confidential, for board review only
Connected tools:QuickBooksGoogle SheetsGoogle DriveNotionGPT-5Apps Script
InfiBooks - Beyond Bookkeeping

Ready to Automate Your Finance Function?

Let's map your finance workflows and build automation that saves time and removes errors - starting with the highest-impact wins.

15+ years in financeQuickBooks · Xero · ZohoServing clients worldwide5-day close, typical

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+971 50 000 0000 info@infibooks.com