CFO Workbench
AI Process Platform for
Accounting Firms
Operating leverage for CFO services. Built for the firm. Invisible to the client.
SCHEDULE A 30-MINUTE DEMO
Accounts payable automation,
built for the firm
The AP function consumes 30-40% of bookkeeper time across most practices. The AP Process Platform automates it end-to-end – from invoice email to reconciled Xero bill.
HOW IT WORKS
Your client emails an invoice to a single inbox
AI extracts vendor, amount, GST, and line items
Confidence scoring routes to one of four queues: Auto-processed, Needs Review, Waiting on Other, or Blocked
Bills post directly to Xero with matching account codes
Bank feed reconciles automatically
Outcome Statement
Average invoice goes from email to reconciled in under 24 hours. Your CFOs serve more clients without adding bookkeepers.
KEY FACTS
Auto-processing typically handles the majority of invoices – minimising manual review time
Email-based approval workflow – three reply options, no new app required for end clients
Cross-client dashboard for your firm’s CFO team
Document upload option available for non-email workflows
Available on Microsoft Marketplace – transact through your existing Azure relationship
AVAILABLE ON MICROSOFT
MARKETPLACE
The AP Process Platform is listed on the Microsoft Commercial Marketplace. Accounting firms can subscribe through their existing Microsoft Azure relationship, with Microsoft handling billing and procurement.
Find us on Microsoft Marketplace
PRICING
Pricing Structure
Tiered subscription based on invoice volume per client deployment.
Starting Price
From $650/month per client deployment.
Volume Pricing Note
Volume pricing available for firms managing 10 or more client deployments. Contact us for a quote based on your firm’s profile.
Contact us for a quote
The AP Process Platform is the first module.
More are in development.
CFO Workbench is the umbrella platform for accounting firms scaling CFO services. As additional modules ship, each follows the same principle: built for the firm, invisible to the client.
Payroll
automation
Business Automation Service lodgement workflow
Management reporting and analytics
Cross-client cash flow forecasting
BOOK A 30-MINUTE DEMO
