End-to-end finance automation: AGICAP, Exact Online and Power BI
We automated the whole chain, end to end, from invoice capture to live reporting.
- Capture & encoding: supplier invoices read from AGICAP via its REST API (OAuth2, incremental sync of the enriched purchase journal, suppliers, cost centers, VAT, analytical codes), replacing manual encoding.
- Sync to the accounting system: each purchase entry pushed into Exact Online via its REST API (PurchaseEntries + lines), source PDF attached, with a stable idempotency key (ExternalLinkReference) so an edited invoice updates instead of duplicating, the accountant only validates.
- Reporting: an ETL feeds the enriched data into a Power BI budget-vs-actual model (Power Query, star schema, DAX) with scheduled refresh.
Tech Stack
The challenge
A finance back office run by hand: supplier invoices re-keyed, a weekly budget report rebuilt from Excel exports, and a manual CSV shuttle between the treasury tool (AGICAP) and the accounting system (Exact Online), redone by the accountant every time an invoice changed. Slow, fragile, and never up to date.
Result
The finance back office runs itself: invoices flow from AGICAP into Exact Online automatically, the accountant validates instead of re-keying, and the budget report updates live on data verified at the source, with no manual CSV and no duplicates.
More projects
An agentic room-booking platform and the agents that build it
Meeting-room booking for a coworking network, designed so that an AI agent can book like a member, and built by agents under human sign-off.
A member-care agent, grounded in data
Member requests answered fast and accurately, with drafts in the brand voice and sending left to humans.
An agentic second brain wired to the business
Plain-language questions answered on real business data, with member reply drafts under human control.
Agentic file-server migration to SharePoint
A multi-terabyte file server migrated, sorted and tagged, Copilot-ready.
An agentic SEO and GEO visibility loop
A weekly agentic loop that monitors SEO and generative-engine visibility, and proposes prioritised actions.
An agentic development workflow, with memory
A dedicated agentic foundation with persistent memory, knowledge graph and human guardrails.