Finance Automation · South Africa

Finance admin that runs itself

Invoice processing, accounts payable, debtor collections, supplier recon, VAT submissions, month-end packs — we build and run the automations that take repetitive finance admin off your team, so they spend their day on work that actually needs a person.

Free site audit first

Based in Gqeberha (Port Elizabeth), Eastern Cape — working with finance teams across South Africa.

Grey MC · finance what changes

Invoices captured without re-keying
Supplier recon done before month-end
Debtors chased automatically
B-BBEE certs tracked and current
Month-end pack delivered on time
the outcomehours back, every week

The finance admin that shouldn't need a person

South African finance teams spend a large slice of their week on work that isn't really finance — chasing suppliers for invoices, re-keying the same numbers between systems, running the same reconciliation manually every month, tracking B-BBEE certificates in a spreadsheet.

We build custom automations and AI agents that handle those processes end-to-end. Built around your existing accounting package (Sage, Xero, Pastel, or custom ERP), your workflows, and the SA-specific requirements your business actually has — not a generic template from an offshore vendor.

Your finance team stops babysitting repetitive admin and starts doing the analysis and judgement calls that actually need them.

What we automate

Fifteen common finance processes — each one a custom build around your business, not an off-the-shelf template.

Invoice capture & processing

Reads supplier invoices from email or PDF, extracts line items and amounts, matches to purchase orders, and routes for approval — no manual re-keying.

Accounts payable automation

AP queue managed automatically: invoice received → matched to PO → approved → payment scheduled. Your team reviews exceptions, not every transaction.

Supplier invoice collection

Chases creditors for outstanding invoices on a schedule so your AP team isn't doing it manually. Outstanding items flagged, nothing sits in someone's inbox.

Supplier statement reconciliation

Pulls supplier statements, matches them to your ledger line by line, and flags discrepancies — recon completed before month-end, not during the panic.

PDF data extraction

Extracts structured data from any business document — invoices, delivery notes, contracts, ID documents — and pushes the right fields into your system automatically.

B-BBEE certificate collection

Tracks B-BBEE certificates across your supplier base, chases expiries ahead of time, and keeps your scorecard data current — so a compliance audit never catches you short.

Contract renewal tracking

Monitors supplier and client contracts for expiry dates, sends renewal alerts to the right person, and drafts renewal notices with the original terms pre-filled.

Procure-to-pay workflow

End-to-end: purchase request → PO generated → goods received → invoice matched → payment authorised. Every step tracked, every exception surfaced, nothing lost.

Debtor collection automation

Sends debtor statements and payment reminders on a schedule — polite first, firmer later. Your credit controller focuses on the disputes, not the chasing.

Finance data entry reduction

Bridges your finance apps — ERP, accounting package, banking portal — so data captured once flows everywhere. No re-keying between Sage, Xero, Pastel, or your bank.

Month-end reporting automation

Pulls the numbers from your systems, populates your management accounts template and board pack, and delivers them on schedule — every month, without a last-minute scramble.

Purchase order approval

PO raised → routed to the right approver based on value and category → approved or flagged for revision. Full audit trail, no paper chasing.

Supplier onboarding automation

New vendor setup handled end-to-end: compliance documents collected, B-BBEE status checked, banking details verified, and master data captured into your system.

Proof of delivery processing

PODs received by email or photo → line items extracted → matched to the delivery order → filed against the invoice. Delivery disputes resolved in minutes, not days.

VAT reconciliation automation

Reconciles output and input VAT month by month, flags mismatches before your SARS submission deadline, and keeps a clean audit trail for any review.

How we work

1

Step 1

Discovery & Blueprint

A free call to find where your finance team's hours are going. We map the processes, agree what to automate first, and give you a clear fixed scope and price — no hourly billing.

2

Step 2

Build

We build the automation around your existing systems and workflows — tested against your real data and processes before it goes live.

3

Step 3

Run & Support

We don't disappear after launch. We run it, keep it working, and adjust it as your business changes — so the time you got back stays back.

Finance automation — common questions

Does this work with Sage, Xero, or Pastel?

Yes. We build integrations around the accounting packages your business already uses — Sage Business Cloud, Sage Pastel, Xero, QuickBooks, or a custom ERP. We connect to their APIs or automate their interfaces where an API isn't available. You keep your existing software; we wire the repetitive work around it.

How does this handle B-BBEE compliance?

B-BBEE certificate tracking is built in as a first-class feature — we know the SA context. The automation monitors certificate expiry dates across your supplier base, sends chase emails, and keeps your scorecard data updated. For procurement scoring, it can flag non-compliant suppliers before a PO is raised.

Is our financial data safe and POPIA-compliant?

Yes. We build around your data and keep it in your control — your servers, your cloud accounts, or a South African-hosted environment. We never route sensitive financial data through third-party services without your explicit approval, and we're mindful of POPIA throughout the design and build process.

How much does finance automation cost in South Africa?

Every business is different — the right answer depends on which processes you want automated and what systems you're running. On a free discovery call we map the specific admin eating your team's time, then give you a clear fixed scope and price. No hourly billing and no surprise invoices.

How do we get started?

Book a free discovery call. We'll look at where your finance team's hours are actually going, map the highest-value automation candidates, and give you a clear proposal. Most engagements start with one process — prove the value, then expand from there.

Got finance admin eating your team's time?

One call to map where the hours are going — and a clear plan to win them back.

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