Where Automation Pays Off First
InfiBooks is not only bookkeeping. These are the finance workflows we automate to save time, cut errors, and keep data flowing.
From Trigger to CFO Insight
Automations We Build
Invoice matching
Match invoices to POs and payments automatically.
Duplicate bill detection
Flag duplicate vendor bills before they're paid.
Payment status updates
Keep payment & reconciliation status in sync.
AR follow-up workflow
Automated, polite reminders that get you paid.
Monthly report automation
Reports generated and delivered on schedule.
Dashboard refresh
Live dashboards that always reflect latest data.
Cash flow forecast update
Forecasts that refresh as actuals come in.
Bank feed cleanup support
Cleaner feeds feeding cleaner books.
Sheets → dashboard flow
Google Sheets data piped into live dashboards.
QuickBooks → Power BI
Accounting data flowing into BI reporting.
n8n workflow examples
Custom finance automations across your stack.
Have a manual finance process to automate?
From clean books to CFO intelligence and AI automation - let's design the finance function your business deserves.
15+ years in financeQuickBooks · Xero · ZohoServing clients worldwide5-day close, typical