Finance Shared Services & GBS Automation Services

We automate the processes that consume the most manual hours in a typical finance shared services center:

Accounts Payable: Invoice capture, PO matching, approval routing, and payment processing, automated end-to-end. This is where most shared services centers start their finance process automation journey. See our AP automation services for the full breakdown, or read the AP automation business case if you’re building the case internally. 

Bank reconciliation: Automated matching of bank statements against ledger entries, with exceptions routed for review instead of every line item requiring manual sign-off. What used to take days at month-end can run continuously.

Financial close and month-end: Automation of journal entries, account reconciliations, variance analysis, and close task tracking, so close isn’t a fire drill every month. This is typically where shared services centers see the biggest cycle-time reduction.

Reporting & dashboards: Automated data pulls from ERPs and source systems into live dashboards, replacing manual spreadsheet consolidation and giving leadership real-time visibility instead of a report that’s three days old by the time it’s reviewed.

Vendor management: Automated vendor onboarding, W-9/tax data collection, master data maintenance, and vendor inquiry handling, reducing the back-and-forth that eats up AP and procurement time alike.

Procure-to-pay: End-to-end automation from requisition through PO issuance to invoice payment, connecting procurement and AP so the whole cycle runs as one process instead of two disconnected ones. Read more about procure-to-pay automation on our blog.

For each of these, automation looks a little different, but the pattern is consistent: capture data automatically, apply business rules to route and match it, flag exceptions for a human, and give you a clean audit trail. That’s the same core approach applied consistently across a shared services center, rather than reinvented for every function.