CAP-01Automation
Workflow automation.
Repeating steps in finance and HR operations turned into scripted, logged runs, with a person approving what matters.
§ 01Overview
Overview
Most back-office work is the same set of steps every cycle: collect the files, check them, reshape them, post them, send them on. The steps rarely change. The mistakes come from doing them by hand.
Automation takes over the mechanical steps and leaves the decisions with people. Each run is logged. Each exception goes to a named reviewer. Nothing is posted without the approval step you set.
Input
- Attendance and leave exports
- Joiner and leaver instructions
- Expense claims
- Vendor invoices
- Bank statements
Output
- Validated payroll input files
- Journal upload files
- Exception reports with owners
- Run logs
§ 02What it covers
Scope, line by line.
Input collection
Files gathered from email, shared folders, secure upload or forms into one intake queue, each with a reference.
Validation rules
Totals, formats, duplicates, missing fields and master-data matches checked before anything moves on.
Transformation
Data reshaped into the exact layout the next system expects: payroll input sheets, journal uploads, bank files.
Approvals and exceptions
Approval steps you define, and an exception queue where every item has an owner and a reason.
Schedules
Runs and reminders tied to your monthly calendar, so inputs are chased before the cut-off, not after.
Run logs
A record of what ran, on which data, when, and on whose approval.
Areas of operation
§ 03How it runs
The automation line,
stage by stage.
The same five-stage discipline as every request: intake, validation, processing, review and delivery, shaped for this work.
§ 04Controls
Checks built in,
not added on.
Intended practice · to be confirmed
- No automated posting without a recorded approval
- Rules are versioned; a change is tested on sample data before it goes live
- Exceptions are never dropped silently: each stays open until someone closes it with a reason
- Access to the automation is by named account
RolesWho does what
You keep
- Approval of every posting and payment
- Ownership of your systems of record
- The decision on each exception
AKOS does
- Map the current process with the people who run it
- Build and test the rules
- Run and monitor the schedule
- Report exceptions and rule changes
Personal data handled in this work follows the data-handling model on the How it works page.
§ 05Questions
Common questions.
Q01Do you replace our payroll or accounting software?
No. The proposed approach is to automate the steps around your existing software: collecting, checking and reshaping data, and handing it over for approval.
Q02What happens when a rule fails?
The item goes to an exception queue with the reason and an owner. It does not move on until someone resolves it and records how.
MoreOther capabilities
Other proposed capabilities
Was this page useful?
Sends only this page's address and your answer. No personal data is collected.
NextEnquiry