AI Innovation
Explore the Benefits of Kanbina
Kanbina shares the benefits of innovation through our webinar series for current and prospective clients. See below for details.
Kanbina’s innovative AI-powered transactional finance platform supports leading organisations worldwide—including Europe’s largest insurance broker using Unit4 Financials, the UK’s biggest NetSuite user, Europe’s newest Workday Financials customer, the top Agresso processor, and a gaming company operating in 150 tax jurisdictions. The platform delivers tailored solutions for businesses with multiple inventory and finance systems, applies AI to legacy platforms like Yardi, streamlines complex approval workflows in Infor M3, and unifies multi-tenant, multi-ERP environments on a single intelligent platform. Unlike traditional SaaS solutions that prioritise standardisation and limit customisation to support multi-tenancy, Kanbina offers fast customisation—enabling process optimisation and re-engineering for greater efficiency and competitive advantage.
Leverage GPTs in Finance & Accounting
Learn to use world class GPT-powered capabilities, customised for finance & accounting workflows. Kanbina can bring machine learning and GPTs into your business processes.
The key features are:-
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Accelerated Complex Decision-Making – Harness GPT-5 for focused advice on intricate topics, enabling you to analyze, decide, and execute faster than ever.
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Productivity at the Application Level – Use GPTs for Microsoft 365 (and Google‐services) embedded in email, Excel, Word, PowerPoint, Power BI to reduce manual work and improve accuracy.
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Domain-Specific Enhancements – Specialist GPTs tailored to accounting specialisms—automating complex tasks, and improve compliance.
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Secure Use of Private Business Data – Flow your own business data, define clear guardrails, control scope, collaborate internally.
GPTs transform hours into seconds and automate complex workflows as a new AI layer to Machine Learning. What used to take hours or days now happens almost instantaneously.
Unlock Customization Gap in Transactional Finance
Traditional SaaS services prioritize standardization to support multi-tenancy which restricts the level of customization. Kanbina changes this. Its customizable AI-driven platform enables powerful customizations tailored to each client’s unique finance processes.
The benefits are:
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Unlock the Customisation Gap, maximise automations of AP, AR, Allocations, Reconciliation, Billing and Approvals processes
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Unlock the Customisation Gap, align all your systems of record such as inventory, contract, sales systems and bank statements
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Unlock the Customisations Gap, fast change for the real world, ask for a customisation and find it in production a week later
Contact Kanbina for more information.
Ian Thomson
Automate Cash Allocations & Credit Control
Automate the Cash allocations and Credit Control process by creating customer payments from bank data to shrink days of work to minutes. The combination of real time bank feeds and machine learning based matching to customer invoices, credits, part payments and discounts, and automated journals means the process shrinks from days of work to minutes. Processing remittances is no longer important as the processing of bank data does the job for you. The process automatically creates the account reconciliations to give a double benefit.
The benefits are:
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Real time bank feeds turned into customer payments in your ERP, with all the nuances of matching done for you
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Trade accounts reconciled and new allocations recommended as they reach the bank and the account reconciliations created with no user input required
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Extending integrations to reconcil AP ledgers as a broader control so that you can close the books faster
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Reporting and Business Intelligence, forensic analysis over all your accounts, reports created automatically, with a AI assistant to help you do analysis and task.
Contact Kanbina for more information.
Ian Thomson
Data Orchestration for Real Time Complexity
Data Orchestration enables enterprises to unify invoice data processing, approvals, and payments across multiple systems with unprecedented speed, accuracy, and robustness. Data Orchestration is an inherent part of all Kanbina’s AI services. A special thanks to Gwyneth Paltrow for explaining Data Orchestration to the world.
Data Orchestration connects, automates, and simplifies every step in AP, AR, Cash Allocations, Bank Reconciliations and Analytics—e.g., capturing invoices and documents, enriching data, routing exceptions, and posting to ERPs.
The benefits are:-
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Streamlined Invoice Capture and Routing: Automate intake from email, EDI, and portals directly into your ERP
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Extend Enterprise Processes: Implement cloud-native orchestration quickly and expand across multiple entities and regions
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Real-Time Data Governance and Reporting: Orchestrate workflows between procurement, finance, and payment systems instantly
Reimagine Financial Processes with Customised AI
Discover how you can fully automate, customise, and reengineer every aspect of your financial and business processes using an AI-driven SaaS platform built for customisation, intelligence, and competitive edge. Kanbina flips the model—delivering tailored and customised AI-powered automations - from a SaaS.
See how new processes improve the way finance works, learn how to trigger your own transformation through real-world use cases and practical insights.
The benefits are:
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Transform Your Operating Model: See how embedded AI can elevate finance and seed many other processes with AI to become a strategic driver
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Customisation in Action: Explore real examples where customisable automation has replaced complex manual processes with smart, scalable workflows
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Gain an Unmatched Edge: Learn how uniquely reimagined processes give an operational advantage competitors can’t replicate
Join us where we demonstrate examples of these business drivers in action at 4-4.30pm on Thursday 12th June.
Contact Kanbina for more information.
Ian Thomson
AI Automate all Transactional Finance
AI innovation is sweeping across finance to automate all transactional processes such as AP, AR, Cash Allocations, Bank recs. Approvals and Analysis. These AI services give finance departments a set of practical steps to increase speed, control, reporting and decision-making across fast moving operations. It also enables companies to reinvent how finance works by removing process steps.
The benefits are:
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AI Automate Single Process – AI services bring super high levels of automation to AP, users become supervisors overseeing processes
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AI Automate Multiple Processes – Extended to others such as AR, Vendors and Payments, remove process steps
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AI Automate Exceptions and Controls - Reconciliations and approvals are low touch, processes can self-execute
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AI Automate Ledgers Entries – AI recommends entries under accountant supervision, updates ledger without UI interaction
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Reporting, BI and Assistants – Gain insights into transactions and controls, instruct an assistant to do task
Address one or many processes.
Contact Kanbina for more information.
Ian Thomson
Address Tariff Changes with AI-based Automation
International trade is changing fast. Tariffs between major trading blocs are shifting unpredictably, impacting procurement, supplier payments, and global supply chains. Sudden, unforeseen tariff increases can lead to costly errors and strained supplier relationships. AI-powered automation helps businesses stay ahead.
The benefits are:
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Real-time Tariff Monitoring — Integrate automatic checks against live customs and tariff databases during AP processing to detect cost rises before they impact your bottom line.
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Supplier Onboarding with Risk Screening — Instantly validate certificates of origin and tariff treatment when onboarding new suppliers, preventing new risk exposures.
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Ongoing Compliance Alerts — Monitor supplier data post-onboarding and receive early warnings about tariff changes or regulatory shifts.
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Automated Risk-based Approvals — Discrepancies in invoices or supplier terms are routed through approval workflows, ensuring rapid, compliant decision-making.
Find out how to protect your business from unexpected cost spikes, compliance penalties, and operational disruption — and turn regulatory uncertainty into an advantage.
Contact Kanbina for more information.
Ian Thomson
Automatiza todo CxP con IA en un solo clic
Descubra cómo automatizar por completo las Cuentas a Pagar hasta convertirlas en un proceso de un solo clic, con controles mejorados, informes y análisis avanzados. La experiencia del usuario es intuitiva y fluida, ya que puede gestionar todo el proceso desde una única interfaz simplificada.
Los beneficios son :-
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Procesamiento de CxP con un solo clic – Mejore la precisión, acelere los flujos de trabajo y reduzca el trabajo manual.
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Control, Informes y Análisis – Incorpore Microsoft Co-Pilot para realizar tareas analíticas de forma eficiente.
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Procesamiento en cualquier idioma – Automatización dinámica en el idioma que elija.
AI Para Todos Los Idiomas
Regístrese en este webinar, donde veremos estos procesos en acción y explicaremos sus beneficios para el negocio. Le esperamos el jueves 3 de abril, de 16:00 a 16:30 (hora CET). El webinar se impartirá en español e inglés.
Contact Kanbina for more information.
Ian Thomson
Govern AI Services with powerful BI services
Kanbina’s AI services generate detailed processing and control data. Built on Power BI, our dashboards provide forensic, time-series, control insights and benefits analysis. Copilot integration enables instant recommendations and action commands.
Key benefits:
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In-depth forensic and time-series analysis of processes and controls
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Instant expert recommendations via Copilot
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Benefits analysis to assure transformation
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Seamless embedding of BI data into your enterprise BI architecture
Contact Kanbina for more information.
David Brazier
AI Innovation for Finance - Automate processes and decisions
AI innovation is sweeping across Finance to automate all transactional processes such as AP, AR, reconciliations, cash allocations, complex transactions, approvals, reporting and analysis. Kanbina's AI services automate these processes and brings the best our of your ERP.
The benefits are:
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AI automate Single Process – AI services bring super high levels of automation to AP
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AI automate Multiple Processes – Extended to others such as AR, Cash Allocations
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AI automate Exceptions and Controls - Reconciliations and approvals are low touch
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AI automate Complex Transactions – AI recommends entries consistent with regulations
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Reporting & Analysis – Gain insights into transactions, ask questions in a ChatGPT manner
Contact Kanbina for more information.
Ian Thomson
Exceptional Support supercharges your Finance Team
Robust processing and expert support gets the books closed smoothly. This is what every Finance team needs to grow the business. Kanbina’s SaaS services and support gives finance real time expertise and help to ensure transactional processing is fast and fluid. Our customers love it!
The benefits of Kanbina are:
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Robust Processing – new data and process Improvements, addressed immediately
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Exceptional Support – data queries and help, solved by support in real time
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Autonomous analysis - AI based analysis, reports and charts created by text instruction
Transactional Processes covered by Kanbina AI Services
Contact Kanbina for more information.
Ian Thomson
Automate all AP Processing in Unit4 Agresso
Automate all your AP Processing cases using AI based processing for Unit4 Agresso. The University of Salford did so and transformed their finance department.
‘The University of Salford worked with a very manual heavy registration process… Kanbina has transformed productivity and accuracy….the whole team has benefitted from the AI technology…. I’m able to focus my time on more tasks that add value.’ - Nicola Womack - Head of Accounts Payable.
The benefits are:
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AI Automation – AI reads invoices, matches to POs, and codings, including dimensions, at line level, to give super high levels of end-to-end AP automation
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ACTs - Kanbina's ACTs modules enable high levels of integration and automation of all 26 processing cases, registering quickly with no breaks
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Business Intelligence – BI dashboards enable control and analysis of financial processes, and use of AI Assistants for further insights
Contact Kanbina for more information.
Ian Thomson
AI innovate your Shared Service Centre
AI innovate the Finance Shared Service Centre to consolidate and streamline financial operations for efficiency, reduced costs and improve service.
AI services can improve the SSC for more effective centralization of functions, standardization and consistency, scalability and flexibility, removal of language barriers, high service levels and low costs. The reduction in costs is such that now all organisations can adopt the SCC approach.
The benefits are:-
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One platform for all your transactional finance processes, with increases in speed and control
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One platform for all the SCC tenants and ERPs, yet configured to each individual tenant processing needs
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One platform for the users to understand, register transactions, update ledgers without any need to interact or login to any ERP
Contact Kanbina for more information.
Ian Thomson
AI Innovation guidance for IT Departments
AI innovation is sweeping across Finance to automate processes, decisions and expertise. IT is being asked by Finance to advise on AI innovations and new services. Understand how to advise your colleagues in Finance and bring new levels of speed, accuracy, compliance, control, reporting and expertise to transactional finance.
The benefits are:-
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Enable the organisation with AI based processing and decision making without needing inhouse expertise and expensive AI projects
- Align the transactional processing costs, and increase governance, risk and control over the complete software estate
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Remove the need for infrastructure management, software maintenance, security patching, capacity management and other IT tasks
Contact Kanbina for more information.
Kristan Fawcus
Find your AI based Target Operating Model for Accounts Payable
AI based transformation of finance operations is happening across the supply chain as companies identify and implement AI based Target Operating Models. Accounts Payables is a critical area to identify and implement your TOM to improve speed, controls, reporting and costs over 50-70% of company outgoings.
The benefits are:
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Configurations & Customisations - choose from 100s of options based on processing case
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Workflows - choose for 10s of options for automations with internal and external bodies
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User Experience - choose what level of control and supervision to enable for types of use
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Reporting & Business Intelligence - configurable reporting and ChatGPT type assistance
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Typical Target Operation Models – the TOM most commonly chosen by industry sector
Contact Kanbina for more information.
Kristan Fawcus
Revolutionise Invoice-to-Cash Allocations
Revolutionise the Invoice-to-Cash allocations process by automatically creating customer payments from bank data to shrink days of work to minutes.
The combination of real time bank feeds and AI based matching to invoices, credits, part payments and discounts, and automated journals means the I2C process shrinks from days of work to minutes. Processing remittances is no longer necessary as the AI processing of bank data does the job for you.
We can demo the Kanbina AI cash management application, simply contact us for more info.
The benefits of cash allocations are:
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Real time bank feeds, turned into customer payments in your ERP
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Trade accounts reconciled, new allocations recommended as they reach the bank
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Extending integrations, to reconciliate AP ledgers as a broader control
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Reporting and Business Intelligence, forensic analysis over all your accounts
In addition, we will also show how Chat GPT 4.o can train your staff to supervise the invoice-to-cash process as an expert assistant.
Contact Kanbina for more information.
Kristan Fawcus
Key innovations in AI for Finance
AI for Finance will be marked by increased sophistication, adoption, and decision-making services for speed, control and governance. Please join our webinar on Key Innovations in AI where our experts oversee these exciting changes and positive benefits for you and your colleagues.
The benefits are:
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Transactional Processes with automated decisions – how the day to day and month to month decisions in transactional finance will become faster and less onerous
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Document Handling becomes fully automated - human touch points are dramatically reduced as documents are now databases in their own right with processing automated
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Enterprise Performance Management becomes proactive – AI Services enable recommendations to made, as well as found by the user
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AI Assistants and Search increase finance skills - using these services in your personal workload increases mastery in finance
These innovations can be applied to Accounts Payables, Account Receivables, Bank and Balance Sheet Reconciliations, Posting Operations, Reporting and GRC processes.
Contact Kanbina for more information.
David Brazier
Automate all AP Processing Cases in Unit4 Agresso
Automate all your AP Processing Cases using the combination of AI and ACTs. Artificial Intelligence enables invoice documents to be read and coded automatically, and ACTs enable all Agresso downstream processing cases to register reliably and quickly with no exceptions.
The benefits of Kanbina are:
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AI Automation – AI reads invoices, matches to POs, and codings, including dimensions, at line level, to give super high levels of end-to-end AP automation
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ACTs - ACTs enable automation of all 26 processing cases in Agresso, registering quickly with no breaks
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Business Intelligence – BI enables automation analysis of AI and ACTs so financial processes can be optmised for speed, accuracy and control
Fnd out how AI Innovation creates a great processing experience in Unit4 Agresso.
Contact Kanbina for more information.
Ian Thomson
Process Infor M3 Vendor Bills with No Work
Creating vendor bill transactions in Infor M3 is a time-consuming process
Creating vendor bill transactions in Infor M3 is a time-consuming process as M3 is not designed to do this at speed or for easy management of exceptions. Now there is a proven solution.
Kanbina has mastered the depth and breadth of Infor M3 APIs to create fast processing over AP and back-office operations. Kanbina also uses AI to give super high levels of automation. Invoices flow with matching, controls, interventions, registration all done automatically, removing the angst, and cost, of AP and back-office work.
The benefits of using Kanbina for M3 are:
1. The high level of processing details automated, so straight through processing is achieved
2. The depth of integration with M3, such that data and human decisions are automated
3. The level of automation of exceptions, which frees up huge amounts of time for all involved
The result is fast creation of transactions, with little effort and great financial control.
Contact Kanbina for more information.
Ian Thomson
Automate AP for Maconomy with 90% Improvement
Creating vendor bills is a time consuming process when having to register thousands of invoices every month and manage exception issues. Creating vendor bills is a time consuming process when having to register thousands of invoices every month and manage exception issues. 90% of the work, with enhanced controls can be eliminated with the power of machine learning.
The benefits to Maconomy are:-
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Automated document handling, to deal with any file type, orientation, aggregation and links
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Automated coding, at line level, including projects and acting on free text email instructions
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Document data extraction, super accurate, with fine control of extraction challenges
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Non-Compliance invoice treatment, 12 categories where resolution is automated
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Fast and smooth integration process, straight through processing, and enhanced control
Contact Kanbina for more information.
Ian Thomson
Automation of Reconciliations and Posting with AI
AI based Automation of Reconciliations and Posting greatly increases the speed, insight and control when managing cash transactions and accounts. The use of AI has opened up what has hither to been out of reach of most enterprises, but now transformed to high ROI.
There are three pillars to achieve the benefits:-
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Automated 'Account Reconciliations'. AI will reconcile transactions and retain and improve this knowledge so the process is fast, easy and repeatable. People can then focus on reporting rather than tasks.
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Automated 'Posting of Transactions'. This creates the GL transactions from the subledgers, on a daily basis, and posts these when authorised, eliminating the need for manual work.
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'Control and Business Intelligence'. Get immediate visibility of the reconciliation positions across all accounts, with alerts and back history analysis, identify and action breaks.
You can start with the pillar that suits you and optionally expand to all pillars
Contact Kanbina for more information.
David Brazier
AI based automation for AP in Maconomy
Due to popular demand we have been asked to do a webinar on automation of Maconomy bills, non-compliance invoice treatment and approvals. Creating vendor bills is a time consuming process when having to register thousands of invoices every month and manage exception issues. 90% of the work, with enhanced controls can be eliminated with the power of machine learning.
The benefits to Maconomy users are:-
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Automated document handling, to deal with any file type, orientation, aggregation and links
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Automated coding, at line level, including projects and acting on free text email instructions
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Document data extraction, super accurate, with fine control of extraction challenges
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Non-Compliance invoice treatment, 12 categories where resolution is automated
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Fast and smooth integration process, straight through processing, and enhanced control
Contact Kanbina for more information.
Ian Thomson
AI Innovations in Vendor-to-Pay Process
Kanbina's AI based innovations have been extended over the complete Vendor-to-Pay process. Kanbina now offers unified experience for AI based automation and exception management over all transactional work leveraging your ERP data.
The benefits are:-
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Vendor Management – Onboard vendors, with automated compliance checks such as company registration, HMRC, credit, bank and sanctions.
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Payments – surface your payment positions in Kanbina from fast reconciliations, integrated into the new Payments engine from NetSuite
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Message Centre - now management can directly issue second order instructions and actions to their staff in transaction processes, compliance takes a step up
The Vendor-to-Pay process is done from the single page Kanbina application to give the user a fast and fluent experience, supplemented with Business Intelligence for Assurance and Audit.
Contact Kanbina for more information.
Kristan Fawcus
Bring AI Innovations for Finance to Life
AI for Finance is transforming speed, controls and governance in transactional processes. AI Innovations for Finance oversee these exciting changes which deliver a step change to KPIs.
Kanbina AI Innovations bring benefits in the following way: -
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Accounts Payables, Exception Management – how the day to day, month to month processing and decisions in transactional finance are automated, super faster, future proofed
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AR, Cash Management, Reconciliations – human touch points are dramatically reduced as transactions and bank data are matched, rec'ed, assured and posted
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Reporting, BI and AI Assistants – Oversee processes with automated BI reports, get insight from GenAI trained Finance Assistants
Kanbina we can show best practices over NetSuite, Maconomy, Yardi, Workday, Unit4, Sap S/4 Hana plus many more so you can identify improvements in your target operating model.
Contact Kanbina for more information.
David Brazier
Buy Innovative SaaS Services through Public Procurement
The UK Procurement Act 2023 is a major update to public procurement law that makes it easy to buy innovation from suppliers. Innovation increases productivity and reduces costs and can be implemented fast as a software service from providers such as Kanbina who are on G-Cloud and SPARK. To find out how the Procurement Act makes it easier to buy innovative SaaS services.
The benefits are:
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Easy procurement for public services, GCloud14 and SPARK frameworks can now be accessed from one procurement platform for fast discovery and tendering
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Fast access to innovative services, automation can be implemented from the cloud with no operational hassle, we will show this working
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Start by automating transactional finance, such as Accounts Payables, gain large benefits, and move onto other finance or business processes
Contact Kanbina for more information.
Ian Thomson
