17d • General Discussion 💬
🔍 Finance Automation Breakdown:
One of the most common workflows I build for clients:
- Invoice arrives (email / upload / portal)
- AI extracts vendor, amount, tax, category
- Policy checks (limits, weekends, duplicates)
- Auto-approval or manual review
- Synced to accounting + dashboard
Most teams are still doing steps 2–4 manually.
That’s where time and errors explode.
I’ll share more real workflows I’ve built for finance teams here —let me know which part of your process feels the most painful right now.
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🔍 Finance Automation Breakdown:
skool.com/ai-automation-society
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