Finance
The close breaks when the bank, the ERP and the spreadsheet tell different stories. Uproc gives each exception an owner and each decision a trace.
These are the recurring problems this area usually needs to solve before the process can be controlled.
Someone rebuilds the month-end close from three extracts and two spreadsheets.
A payment matches in the bank but not in the ledger, and the difference waits in an inbox.
An invoice is approved without the supporting document or the right threshold.
Outstanding debt is visible only when someone remembers to update the collection file.
Each process may require one or more applications. We define the applications, activation scope and cost before you start. You do not need to purchase the entire business area.
An invoice can arrive by email, upload or supplier portal and start again as a manual record.
Captures the invoice, checks the fields and supporting data, routes exceptions to a named owner and prepares the approved record for accounting.
A close with fewer rekeys and a clear queue of what is not ready.
Customer invoices are assembled by hand and the data is rekeyed from several sources.
Generates customer invoices from validated data and numbering rules, routes approvals and records the issued document.
Consistent invoices with fewer manual corrections.
The same movement has three versions: bank, ledger and spreadsheet.
Matches movements, isolates differences and assigns each exception to a reviewer with evidence attached.
A reconciliation that can be explained line by line.
Collection depends on a file that is updated after the due date.
Tracks due dates, promised payments and next actions with an owner and an escalation state.
A collection process that does not depend on memory.
Finance reuses approval, document and communication building blocks across invoice, reconciliation and collection work. Example: invoice received -> extraction and validation -> approval -> accounting system -> reconciliation with the payment. Tax reports prepare and validate information under configured rules; they do not imply official filing.
Capture, validate and route invoices through one controlled workflow connected to your accounting system.
Application detailsIssue invoices from validated data with correct numbering.
Import statements, match movements against your records and review only the discrepancies.
Application detailsMonitor, prioritize and escalate debt with reminders coordinated from a single place.
Application detailsRoute approvals through states, rules and responsibilities.
Prepare and validate tax information under configured rules.
Accounting, ERP, banks, email and spreadsheets stay as they are. Uproc organises the evidence and exceptions that cross them.
Keep the finance flow internal, or assign a scoped reconciliation or collection lane to Uproc.
Your team operates the process using Uproc applications, configured for your data, rules and existing systems.
Explore applicationsUproc runs selected processes for you under an agreed operational scope. You receive the results without operating the workflow internally.
Explore servicesBefore Thousands of monthly movements across 6 banks were reconciled by hand from 700+ page PDF statements.
Result Manual reconciliation time reduced by 90%.
Before Admissions, billing and authorizations were managed across all centers with 28 scattered Excel files.
Result Administrative reporting time reduced by 70% with a custom dashboard built by Uproc.
Before Invoices arrived by email, WhatsApp and paper and were handled manually.
Result 14.5 hours per month saved in document handling.
Show us where the close loses time or where an exception waits for a decision.