Finance automation that moves the data, so you can read it.
Finance automation takes the invoice matching, reconciliation, and close reporting off the team so it can do analysis instead of data entry. Most tools hand you a builder to configure. Uplift builds the automation for you, runs it across NetSuite, QuickBooks, and your bank feed, and keeps it alive.
What finance work actually is
~65% data movement
matching, reconciling, retyping into the GL, assembling reports
~35% analysis
the judgment work finance is actually for
Most of the finance month is moving numbers, not reading them.
Matching invoices, reconciling accounts, retyping into the ledger, assembling the close - the data movement fills the month and the analysis happens in whatever time is left.
Illustrative - the repetitive routines Uplift takes off finance teams.
4 simple steps. Only 1 is on you.
Your step takes 5-15 minutes, with the Brainstormer helping you decide what to automate - or just sharpening what you already want. Everything after that is our job for as long as the plan runs.
You, with the Brainstormer
You describe what you want.
Describe the routine in plain language - or let the Brainstormer suggest what's worth automating for your role, from over 14,000 real automations. Confirm the plan and you're done.
5-15 minutes, onceUs
We build and test it.
Our team designs the agent, connects your tools, handles the tricky details, and delivers a tested, working automation - not something you have to fix yourself.
Us
We run it.
Monitored 24/7. Every run recorded. The agent does real work from day one.
Us
We keep it alive.
AI models update. Tools change. Connections break quietly. We handle every one of those so your agent keeps working - without your team having to maintain anything.
The routines that make finance a data-entry job.
Invoice routing and three-way matching with no human keeper.
Inbound invoices get parsed, matched against POs and receipts, and routed to the right approver - without anyone babysitting the queue.
AP/AR reconciliation across NetSuite, QuickBooks, and the bank feed.
Nightly sync between expense systems, the general ledger, and the bank. Discrepancies surface with context - not as a 200-row report nobody reads.
Cash-flow snapshots that build themselves before Monday.
Inflows, outflows, and runway pulled from the bank, the ledger, and AR aging - assembled and delivered to the channel that matters.
Audit-trail packaging in the format your auditor wants.
Journal entries, approval chains, supporting documents - bundled per control, in the structure the audit firm asked for last cycle.
Vendor onboarding from signed contract to first PO.
Tax-form collection, banking details, sanctions screening, GL coding - the new vendor is live in NetSuite without a 14-step checklist.
Other finance automation software is a tool. Uplift is a result.
The build is the easy 10%. The other 90% - edge cases, monitoring, and the fixes every time an integration or model shifts - is what kills most automation projects. We own all of it.
Dash = possible, but it stays your team's ongoing work.
The data movement, off the team.
5 days/month
average finance close cycle for most mid-size companies.
60-70%
of finance work is data movement, not analysis.
8-12 days/qtr
recovered when reconciliation and reporting automate.
We scope a fixed price per routine - like hiring someone to run the close at a low fixed cost. Sources: Gartner Finance Benchmarking 2024, internal Uplift benchmarks.
Finance automation, answered.
Finance automation runs the repetitive, rules-based parts of finance - invoice matching, AP/AR reconciliation, data entry into the ledger, close reporting, and vendor onboarding - so the team spends its time on analysis. Most products give you a builder to configure. Uplift builds the automation for you, runs it across your finance systems, and keeps it working.
Stop being the middleman. Get an agent that does it for you.
Tell us the routine. We'll plan it, build it, and run it.
Questions? Read the FAQ on /pricing, or talk to us.