Document capture
Reduce manual handling of invoices, bills and supporting documents.
Link Business Advisory combines accounting automation with human review. Technology can help capture documents, categorise transactions, identify duplicates and suggest matches; accountants review exceptions, reconcile the ledger and apply client-specific accounting judgement.
Reduce manual handling of invoices, bills and supporting documents.
Use platform automation and AI-assisted suggestions where appropriate.
Identify potential matches and duplicates for human review.
Move attention toward transactions that require investigation or judgement.
Accountants review exceptions and reconciliations rather than treating AI output as final accounting judgement.
The approach is designed around the accounting software and practice workflow already in use.
Invoices, bills, bank feeds and supporting documents enter the agreed workflow.
Rules, extraction, matching and workflow automation handle repetitive tasks where supported.
Suggested coding and exception identification can accelerate transaction processing.
Exceptions, judgement, controls and client-specific rules are reviewed by people.
The cleaned ledger supports month-end close and management reporting.
AI-assisted workflows can improve speed and consistency, but they do not remove the need for appropriate review, reconciliations, controls or professional responsibility.
No. AI-assisted tools can help with repetitive tasks and suggestions, while accountants review exceptions, reconciliations and client-specific accounting judgement.
Depending on the software, document capture, transaction suggestions, matching, duplicate checks and workflow rules can often be automated or assisted.
No. The workflow includes human review of exceptions and reconciliation work before reporting.
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