Function
Finance
& Accounting
Invoice processing, month-end close, account reconciliation,
collections, travel expenses: finance is the function with the
highest automation potential. Because the processes repeat,
the systems are clear, and the ROI is immediately measurable.
The Reality in Finance
Your best people spend their time
on data entry
Finance is the function that suffers most from manual, repetitive processes and
simultaneously has the clearest business case for automation.
Mountains of invoices every month
3,000 incoming invoices per month, each individually captured, coded, reviewed, approved. 25 minutes per invoice. 1,250 hours per month for a process that’s 85% automatable.
Month-end close as a state of emergency
Every quarter the same stress: reconcile accounts, post accruals, intercompany reconciliations, prepare reporting packages. 2–3 weeks in crunch mode, because 80% of the work is manual.
Reconciliations nobody can keep up with
Bank reconciliation, AR/AP reconciliation, intercompany reconciliation: all in spreadsheets, all manual, all error-prone. And when the auditors come, evidence is missing.
Collections on autopilot — but manually
Identify open items, create dunning letters, send them, follow up. 500 dunning notices per month, each processed individually. DSO (Days Sales Outstanding) rises and liquidity suffers.
Trusted by more than 120 leading companies
Use Cases for Finance
What We Automate in Finance
Every use case comes from practice. Every one has measurable results. And every
one works with SAP, DATEV, or your ERP.
Invoice Processing
Incoming invoices automatically captured, coded, matched against PO/delivery note, approved, and posted. Layout-independent, 200+ suppliers.
Month-End Close Automation
Account reconciliations, accrual postings, deferrals, intercompany reconciliations – automatically executed. The month-end close becomes a 3-day process instead of a 3-week marathon.
Account Reconciliation
Bank reconciliation, AR/AP balances, intercompany reconciliation automatically performed. Discrepancies identified, documented, escalated. Audit-ready.
Collections & Receivables Management
Open items identified, dunning letters automatically created and sent, escalation levels enforced. DSO reduced by 8 days.
Travel Expense Processing
Receipts automatically captured (OCR), travel policy checked, per diems calculated, posted to SAP/DATEV. No manual typing, no paper chaos.
Cross-industry use cases that also impact finance
Case Study: Invoice Processing
Incoming invoices were transferred manually between isolated systems — with no direct integration between the document inbox and the ERP. Staff extracted document data by hand, performed manual matching, and routed each order individually through the approval workflow. This resulted in high time expenditure, error-prone data entry, and delays across the entire accounts order process.
UiPath Intelligent Document Processing (IXP) with Document Understanding and LLM integration for automatic extraction and classification of invoice documents — with direct ERP connectivity. Rule-based matching, automatic exception handling, and seamless routing through the approval workflow. No manual intervention between inbox and posting.
Compliance & Audit Readiness
Automation your auditor will love
Every automation in finance must be audit-proof, accounting-standards
compliant, and audit-ready. For us that’s not a feature, it’s the foundation.
Accounting Standards
HGB
IFRS
GDPR
SOX / ICS
Why Lunatec for Finance
We know finance, not just automation
SAP-Integration
SAP FI/CO isn't a proof of concept — it's our standard
We have productive SAP FI integrations at dozens of clients. Account coding, posting, reconciliation, payment runs – all proven, all in production.
Finance-Expertise
We understand month-end close, not just bots
Our teams know accounting standards, intercompany reconciliation, accruals. We don’t automate blindly, we understand why the process works the way it does, and where it can be improved.
The Starting Point
Finance is the best starting point for automation
Clearest ROI, most measurable results, shortest time-to-value. Most of our clients start in finance and scale from there into other functions.
Audit Security
Automation that passes audits
Complete audit trail. Four-eyes principle configurable. Segregation of duties built in. Every posting traceable. Audit goes from risk to non-issue.
Technology for Finance
The right technology for your
finance IT
Some sstems we integrate with
Proud Diamond-Partner of UiPath
Ready?
Your production runs.
Does everything around it?
Let’s look together in 30 minutes at which processes around your production have the greatest automation leverage.
No sales pitch. Just an honest assessment.
120+ Clients. 100% Satisfaction. 7 months to Profitability.
WHAT YOU GET IN THE DISCOVERY CALL
Identify your best use cases
Based on your industry and process landscape
Calculate concrete ROI
In Euros, FTE equivalents and time savings
Show examples from your industry
Real results of comparable companies
Define timeline and next steps
Concrete roadmap, no vague promises