Automation for the people closing the books
Finance teams spend a meaningful share of every cycle on cross-system data work: pulling statements, reconciling ledgers, chasing exceptions, assembling reports. Primo deployments in finance take the repeatable parts off accountants' desks without changing the systems that hold the books.
The repeatable work between systems, not inside one
Most finance work is not inside the ERP — it's around it. Pulling bank statements, reconciling against ledger lines, matching invoices to POs, posting journal entries, assembling closing packs, formatting management reports. Each of these is repeatable, rule-based, and bridges two or more systems that don't talk to each other natively.
The economics push the same way. Hiring more accountants doesn't scale: month-end deadlines are fixed, the work is similar each cycle, and senior people end up doing what is essentially data movement. Automation in finance pays off most where the work is recurring, the inputs are structured or semi-structured, and the output has to be auditable.
Primo deployments in finance run inside the customer's accounting environment, with full audit logs and the same access controls as the underlying systems. See deployment architecture →
Typical workflows we automate in finance and accounting
Each pattern below is a recurring scenario across our finance deployments. The focus here is what gets automated and how — typical outcomes across all patterns are aggregated in the section below.
- 01
Reconciliation across systems
Nostro, bank, intercompany, card-acquiring, inter-system payment reconciliations — anywhere two ledgers should agree and frequently do not. The bulk match is easy. The slow part is investigating breaks across multiple systems before they can be cleared or escalated.
What Primo automates
- Pulling daily statements and transaction files from upstream sources
- Bulk matching against internal ledgers using deterministic and tolerance rules
- Investigation of breaks across treasury, AR, AP, and core banking systems
- Auto-clearing of low-risk matches, structured escalation for the rest
- Daily reconciliation reports back to controlling and treasury
- 02
Invoice processing and payments
Invoice processing is one of the highest-volume processes in any back-office: ingestion, extraction, 3-way match, approval, payment, posting. Formats vary by vendor and each step touches a different system or queue.
What Primo automates
- Invoice ingestion from email, vendor portals, and shared folders
- Field extraction across heterogeneous invoice templates
- 3-way match against PO and goods receipt records in ERP
- Exception routing for human-in-the-loop review on edge cases
- Payment release, posting to ERP, and confirmations back to vendors
- 03
Electronic archiving and document workflows
Finance generates and receives a constant stream of documents that need to be classified, validated, and routed to archives or downstream systems — contracts, invoices, bank confirmations, statements, tax documents, audit evidence. Most of this still lands in email and shared folders.
What Primo automates
- Document ingestion from email, scanners, and shared folders
- Classification across contract, invoice, statement, and tax document types
- Validation against reference data and existing archive records
- Routing to electronic archive with full metadata
- Audit-trail capture for every document received and acted on
- 04
Closing and reporting cycles
Month-end and year-end closing involves data pulls from many subledgers, accruals, intercompany reconciliations, FX revaluations, and report assembly. Most of this is repeatable but tightly time-boxed, which means finance teams routinely stretch the cycle by working evenings.
What Primo automates
- Pre-close data extraction from subledgers and operational systems
- Accrual and provision calculations against historical patterns
- Intercompany reconciliation and elimination postings
- Closing-pack assembly with full audit support
- Management reports formatted for distribution to leadership
- 05
Tax, statutory, and management reporting
Reporting cycles — VAT, corporate tax, statutory accounts, group reporting, KPI dashboards — all require pulling data from several systems and formatting it against fixed templates. The bottleneck is rarely the analysis; it's the data assembly.
What Primo automates
- Pulling data from ERP, subledgers, and operational systems
- Validation against current and prior submissions
- Generation of tax filings, statutory returns, and group reports
- Audit-trail capture for every figure submitted
- Distribution to internal stakeholders and external authorities
What finance teams typically see
Aggregated ranges based on industry RPA benchmarks for finance operations and Primo's deployments across enterprise finance, banking, and group-level controlling. For customer-attested numbers from individual deployments, see customer stories →
Reduction in invoice processing time
In document-heavy workflows. Depends on document mix and 3-way match scope.
Drop in reconciliation exceptions
After stabilization, with match-rule tuning.
Faster month-end close cycle
Across automated reconciliation, accruals, and reporting.
Reduction in cost-per-transaction in back-office finance
For automated workflows across AP, AR, reconciliation, and reporting.
Ranges synthesized from industry analyst research and published RPA benchmarks for finance operations. Individual deployment results depend on baseline maturity, process scope, and integration complexity.
Finance deployments typically integrate with ERP (SAP, Oracle, 1C, MS Dynamics), banking and treasury systems, document management and electronic archives, tax and reporting portals, and group consolidation tools.
Built on Orchestrator·Robot·AI Server. For deployment topology and audit posture in finance environments, see architecture.