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You describe it.
Walk through the routine with the scoping chat. It asks the follow-ups, you confirm the workflow map. Total time: 5-15 minutes.
Finance automation
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
The data-entry tax
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.
Invoice matching & AP22%
Reconciliation20%
Data entry into the GL13%
Assembling the close & reports10%
Actual analysis35%
Illustrative - the repetitive routines Uplift takes off finance teams.
HOW WE WORK TOGETHER
4 simple steps. Only 1 is on you.
The scoping chat takes 5-15 minutes. The other three are our job, forever.
Total time for your team: the definition chat. Everything else is us.
What we automate
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.
Done for you
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.
Across the life of the automation
Typical tools
Uplift
Builds the first working version for you
Handles the edge cases and errors before it runs
Fixes it when your ERP API or a model changes
Monitors it and keeps it running 24/7
No flowcharts or setup - you describe it in plain language
Dash = possible, but it stays your team's ongoing work.
The math
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.
Lost to manual movement per quarter8-12 days
Uplift, a fixed price per processPredictable
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. Build the agent that does it for you.
Tell us the routine. We'll scope, build, and run it.
Questions? Read the FAQ on /pricing, or talk to us.