Finance administration
Payment reminder administration
Follow up outstanding invoices using a consistent, agreed process.
Explore this servicePlanned for 2027
Finance administration
Invoice administration
Get incoming invoices organised and ready for the right checks.
Planned for 2027. You can explore the proposed service or join the launch list.
THE WORK WE CAN TAKE ON
What this service covers
- Collect invoices through agreed channels.
- Capture supplier, date, reference and amount.
- Flag missing information and possible duplicates.
- Prepare reviewed records for your accounting process.
ILLUSTRATIVE WORKFLOW · NOT A CLIENT CASE STUDY
A practical example
A supplier invoice arrives with no job reference.
The document is captured and the key fields are extracted.
The missing reference is flagged for review rather than guessed.
The checked document is filed and prepared for the agreed accounting system.
Less repetitive entry and a clearer queue of items needing attention.
CLEAR RESPONSIBILITIES
What we agree first
This is administration, not tax advice or payment authorisation. Bookkeeping, VAT treatment and posting permissions are confirmed with your accountant or bookkeeper.
Your proposal identifies who does the work, what needs your approval and how exceptions are handled. Specialist services are not automatically included in an Office plan’s allowance.
CONNECTED SERVICES
Useful alongside this
Finance administration
Records for your accountant
Make the handover to your accountant less of a monthly scramble.
Explore this servicePlanned for 2027
START WITH ONE USEFUL CHANGE
Tell us what keeps taking your time.
This service is planned for 2027. Join the launch list to hear when it becomes available. Website projects are open now.