Invoices approved in minutes, not days
Supplier invoices are read, matched to the PO and posted as bills. Only the exceptions need a person.
InboxReadMatchPost
AI AUTOMATION FOR FINANCE & OPERATIONS
Less copy‑paste.
More control.
We automate the invoices, tenders and handoffs that eat your team’s week, with every step matched, approved and logged.
ap-pipeline
running
Demo · sample data
01 / WORKFLOW PLAYBOOKS
Six jobs your team shouldn’t do by hand.
Each one is based on a system we’ve built and run in production, then fitted to your tools and your approval chain.
Get paid faster, without the chasing
Invoices go out when the job closes, polite reminders follow, and payments match to the right invoice.
Job doneInvoiceRemindPaid
Never miss a bid deadline
Every tender or quote request gets a folder, filed documents, a pre-filled estimate and a date on the calendar.
RequestFileEstimateDeadline
From signed job to live project
One approval sets up the project workspace, budget lines, key dates and a handoff brief for the PM.
ApproveSet upBudgetBrief
Close the books in days, not weeks
Bank and ledger reconciled automatically, accruals prepared and every difference explained before sign-off.
PullReconcileExplainSign off
Your Monday numbers, ready by 8am
Cash, open jobs and overdue items pulled into one short report, with an alert when something slips.
CollectBuildFlagSend
02 / BEFORE & AFTER
Eight manual steps.
One decision.
One supplier invoice, handled the usual way versus with a JSA workflow.
8manual steps per invoice
- Open the email
- Download the PDF
- Retype the totals
- Find the PO or work order
- Compare the amounts
- Chase approval by emailApprove the flagged exception
- Key the bill into the ERP
- File the PDF for audit
03 / HOW WE WORK
Map it. Pilot it. Run it.
Every phase has a fixed scope, a cap and a decision point before the next one.
01
Discovery
Walk through real examples and get a ranked list of opportunities plus a scoped pilot.
About 2 weeks · fixed cap02
Pilot
One workflow, tested on your real documents against agreed acceptance measures.
A few weeks · quoted after discovery03
Run
Connected systems, monitoring and alerts, a runbook and team training.
Optional support04 / HOW WE BUILD
Built like finance software, not a demo.
Rules before AI
AI reads the documents. Testable rules decide what passes.
People approve
Payments, pricing and anything sent to your clients stay with your team.
Everything logged
Every run is recorded, and failures raise an alert.
Your data stays yours
Least-privilege access. Never used for training.
05 / QUESTIONS
Good questions to ask first.
Do we need to replace our software?
No. We build around your accounting system, email, SharePoint or Drive and spreadsheets.
Who is this for?
Small and mid-sized teams where a few people handle a lot of documents, invoices and handoffs, such as construction, restoration, property, real estate and professional services.
How fast will we see something working?
Discovery takes about two weeks. A focused pilot usually follows within a few weeks after that.
What does it cost?
Discovery is billed hourly up to a fixed maximum agreed upfront. Pilots are quoted after discovery. Any increase needs your written approval.
Is our data safe?
We sign confidentiality and data-handling terms first, work with redacted examples where possible and revoke all access at the end.
06 / LET’S FIND THE FIRST STEP
What’s taking too much time?
Tell us about one process. We’ll reply within two business days to set up a free 30-minute call.
- No commitment
- Fixed-cap discovery
- Works in your tools
Prefer email? info@jsagroup.ca