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SHIROCONSULTANCY

Finance & Administrative Automation

Invoice entry, payment posting, reconciliation, payment follow-up and the administrative work around them, connected to your accounting system.

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Example: invoice processing

Invoice processing: Invoice arrives by email, then Invoice details extracted, then Checked against the purchase order. Does it match? if match, bill entered for approval; if mismatch, sent to your team.

Overview

When an invoice arrives by email, the system can extract the invoice information, validate it against a purchase order, enter it into your accounting workflow, and route mismatches to your team. The same approach applies to payments, reminders, reporting, and the inbox and data-entry work that surrounds them.

Routine work in roles such as

  • Billing specialist
  • Medical billing specialist
  • Accounts payable specialist
  • Accounts receivable specialist
  • Bookkeeping assistant
  • Administrative assistant
  • Office assistant
  • Unit clerk
  • Payroll or onboarding coordinator

The goal is to take repetitive tasks off these roles so people can focus on customers and decisions.

More workflows in this area

Payment posting

Payment posting: Payment received, then Remittance read, then Matched to open invoices. Fully reconciled? if reconciled, payment posted, then aging and reminders updated; if discrepancy, flagged for billing.

Shared inbox

Shared inbox: Message reaches the shared inbox, then Classified by intent, then Information looked up. Standard request? if standard, record updated and filed, then reply sent from approved templates; if needs judgement, assigned to the right person.

What the system handles

  • Invoice entry

    Supplier invoices are read, matched to purchase orders and entered as bills ready for approval.

  • Payment posting

    Remittances and bank exports are matched to open invoices and posted to the right accounts.

  • Reconciliation

    Records are compared across systems. Differences are listed with the evidence, not buried in a spreadsheet.

  • Payment follow-up

    Reminders go out on your aging schedule, with the tone and timing you set, and stop when payment lands.

  • Recurring reporting

    Weekly and month-end reports are assembled from your systems and delivered to the people who read them.

  • Inbox, data entry and onboarding

    Shared inbox triage, CRM updates, filing and new-hire paperwork run without manual copying.

What stays with your team

These cases are routed to a person by design, with the context needed to act.

  • Approving payments and bills
  • Disputes, credits and write-offs
  • Anything that does not reconcile
  • Unusual supplier or customer situations

Systems it typically connects to

  • Accounting and ERP systems
  • Bank and payment exports
  • Email and shared inboxes
  • Spreadsheets
  • CRM and payroll systems

Integrations are confirmed during the assessment, based on what each of your systems supports.

Medical billing

For medical offices, the same patterns apply to claims administration, payment posting, denial queue organisation and patient balance reminders. Systems can be architected around the privacy, security, access-control, and compliance requirements of the client's environment. Requirements are reviewed with you during the assessment and design. No system is represented as compliant by default.

Start with one workflow.

Walk us through how this work is done today. We'll show you what could be automated, what should stay with your team, and what it would take to build.

Book a Workflow Assessment