Transaction classification
Configure transaction classification to fit roles, rules, approvals and reporting needs.
Products / intellzia Automate
intellziaFinancials
Automation for financial operations—not a black box.
Coordinate recurring bookkeeping and close activities while retaining review, evidence and accountability for every financial decision.
Accounting firmsSME finance teamsShared bookkeeping operations
Keep routine bookkeeping moving while people retain control.
Business outcomes
Designed around the result—not only the feature list.
Transaction classification, draft postings, month-end workflows and financial exceptions.
- ✓Less repetitive bookkeeping work
- ✓More consistent close routines
- ✓Human review focused on judgement areas
Core capabilities
Everything the workflow needs to move with clarity.
Configure the capabilities, roles and controls around your operating model.
Draft journal preparation
Configure draft journal preparation to fit roles, rules, approvals and reporting needs.
Receivable and payable follow-up
Configure receivable and payable follow-up to fit roles, rules, approvals and reporting needs.
Cash-flow monitoring
Configure cash-flow monitoring to fit roles, rules, approvals and reporting needs.
Month-end checklist
Configure month-end checklist to fit roles, rules, approvals and reporting needs.
Exception escalation
Configure exception escalation to fit roles, rules, approvals and reporting needs.
How it works
A connected path from input to outcome.
Collect the workflow
Collect transactions and supporting data
Classify the workflow
Classify and prepare draft entries
Run the workflow
Run validation and close checks
Route the workflow
Route exceptions and finalise approved postings
Part of intellzia One
Connect Financials with the applications and agents around it.
Start with this product, then add connected capabilities as your process matures.
Questions
What businesses usually ask before a demo.
Can intellzia Financials be implemented on its own?
Yes. It can start as a focused product and later connect with other intellzia Apps or Automate products through the wider intellzia One operating model.
Can the features and workflows be configured?
Yes. Roles, fields, approvals, dashboards and workflow rules can be configured around the agreed scope and operating process.
Does the demo use our business scenario?
A personalized demo can be shaped around your industry, current process, key exceptions and intended outcome.
How is implementation planned?
Implementation is normally structured through discovery, process confirmation, configuration, testing, training and controlled go-live support.
See it around your workflow
