Business Automation for Finance Businesses
Spreadsheets, manual reconciliation, and end-of-month crunches eat into the time you could spend advising clients. OpFlow builds automations that handle the repetitive financial admin so you can focus on the work that matters.
Join the waitlistWhere finance businesses lose time
Manual invoice creation and chasing
Writing up invoices one by one after each engagement, then following up by email or phone when they go unpaid.
Reconciliation between systems
Cross-checking transactions between your accounting software, bank feeds, and CRM by hand, often weekly or monthly.
End-of-month reporting
Pulling data from multiple sources, formatting it into reports, and distributing it to clients or stakeholders every month.
Common automations for finance businesses
Invoice follow-up sequences
Automated reminders sent at 7, 14, and 30 days after an invoice is issued. Escalation alerts for overdue accounts.
Daily cashflow snapshots
Automated daily summary of bank balances, outstanding invoices, and upcoming bills pulled from Xero or MYOB and delivered to Slack or email.
Monthly reporting packs
Financial reports compiled automatically from your accounting platform and delivered to clients or stakeholders on a set schedule.
Receipt and bill capture
Incoming bills and receipts captured from email, categorised, and logged into your accounting system without manual data entry.
How it works
Free Automation Assessment
We review your workflows and identify where automation will save the most time. You walk away with a one-page report of recommended solutions.
Build and deploy
We build your automations, test them with real data, and deploy when everything is working correctly.
Ongoing Bot Care
We monitor and maintain your automations. When something needs updating or an API changes, we handle it.
Daily cashflow snapshot from Xero for a 12-person professional services firm
A 12-person consulting firm was running a weekly cashflow meeting that ate 90 minutes of two directors' time. A Xero-to-Slack daily snapshot replaced the meeting entirely and surfaced a debt-collection issue worth $38,000 in its first month.
Read the full case study"We caught $38,000 of overdue invoicing in the first month just because the number was finally visible every day."
Managing director, professional services firm
See what automation could save your finance business
Book a free Automation Assessment. We review your workflows, find the biggest time-wasters, and give you a one-page report with recommended solutions.
Join the waitlist