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Accounting and Finance


Accounting and Finance

Improving ROI and increasing company performance with accounting and finance automation

Are you looking for accounting and finance automation software to automate the creation and distribution of key financial reports and invoices or statements? Or are you looking to automate credit control processes by implemening rules and procedures that are designed around the way you work?

Codeless Platforms’ accounting and finance automation software and solutions can remove the pains of repetitive and time-consuming reporting and data entry tasks by integrating your business systems and applications and automating numerous financial processes, from transferring data and generating alerts to authorising purchase orders and monitoring debt management.

Common accounting and finance automation processes that we have helped finance departments with include:
  • Credit control automation
  • Importing sales data into accounting / ERP systems such as Access Dimensions, Microsoft Dynamics, Sage, SAP, Xero and many more
  • Automating debt management including monitoring and email reminders
  • Running and distributing key financial reports
  • Alerting staff when key activities occur in accounting / ERP systems
  • Automating regular credit referencing of customers via services such as Creditsafe
  • Automating the process of validating VAT numbers by integrating VAT Information Exchange System (VIES) with your accounting or ERP system
  • Concur integration with your HR Portal and accounting system
  • Sending reminders for annual returns such as tax and VAT
  • Simplifying authorisation processes such as purchase requisitions and purchase orders
  • Improving the management of company car information with vehicle asset management software
  • Automating the distribution of WIP (Work in Progress) reports
  • Automating the creation and distribution of invoices and statements
  • Automating bank reconciliation processes from online payment gateways such as Sage Pay, Stripe, Worldpay etc.

Benefits of automation in accounting and finance:

The benefits of automation in accounting and finance with BPA Platform include:

  • Improved financial data accuracy
  • Faster processing
  • Increased data visibility
  • Reduced administration and operational costts
  • Streamlined business processes
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Accounting and Finance

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Integration and Automation Benefits


BPA Platform offers a powerful, scalable and cost-effective integration and automation solution for organisations, ranging from the small-to-medium business to the large enterprise.

Unrivalled functionality

By leveraging extensive process modeling capabilities, complex tasks can be automated to drive operational efficiency and establish a consistent automation framework throughout the entire information chain.


BPA Platform incorporates workflow technology to enable interaction at critical stages of a business process. Create simple authorisations, or complex multi-level escalations, with drag and drop tools.

Contact our sales team

We're happy to answer questions and introduce you to BPA Platform.

  • Discover how we automate processes and integrate systems quickly and easily.
  • Learn how to transform your business with Cloud, Hybrid or On-Premises environments.
  • Ask us about the wide variety of connectors we have ready to go.
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