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Automation & Technology

Stop Managing
Around Your Systems.

Your enterprise platforms — SAP, Xero, OpenText VIM — are capable of far more than your current processes use. The gap between what these systems can do and what your team actually does is where cost, delay, and risk live.

P2P INTEGRATION — BEFORE & AFTER SAP · VIM · Xero
Invoice cycle: 14 days → same day
Manual AP routing eliminated via SAP + OpenText VIM integration
1
Invoice arrives by email — manually forwarded to AP clerkDay 1–3
2
Clerk manually keys into SAP — vendor match done manuallyDay 4–7
3
Approval chased by email — no audit trail in systemDay 8–12
VIM captures, indexes, routes & posts to SAP automaticallySame day
Platforms we work inside — not around.

Engagements are delivered by a practitioner with direct hands-on experience in each platform — not a generalist reading documentation. Configurations, customisations, and workflow design are done within the system, not via workarounds.

ERP · Core Finance
SAP ECC

FI/CO configuration, P2P workflows, vendor master management, payment runs, and reporting extraction

ERP · Next Gen
SAP S/4HANA

Migration support, Fiori process redesign, embedded analytics, and simplified finance close workflows

Document Management
OpenText VIM

Invoice capture, OCR validation, workflow routing, exception handling, and SAP posting integration

Cloud Accounting
Xero

Chart of accounts design, bank feed automation, approval workflows, third-party app integration, and reporting customisation

Reporting
SAP BW / BEx

Extractors, InfoProviders, query design, and Power BI integration via OData for executive reporting

Integrations
Third-Party Tools

Coupa, Concur, Kyriba, banking platforms, and any ERP-connected tools in your current finance stack

Service Areas

Five areas. One specialist who knows all of them.

No subcontracting. Every engagement is delivered by the same practitioner who scoped it.

Most Requested
AP & P2P Automation

End-to-end accounts payable and procure-to-pay process redesign — from invoice receipt through vendor payment. Eliminating manual data entry, email-based approvals, and untracked exceptions using your existing platform stack.

SAPOpenText VIMXero3-way matchPO automation
Month-End Close Optimisation

Mapping and compressing the period-end close cycle — identifying manual steps, approval bottlenecks, and reconciliation delays that can be automated or restructured inside the ERP without a system upgrade.

SAP FI/COClose checklist automationAccrualsIntercompany
Also Most Requested
System Integration & Configuration

Connecting your finance platforms so data flows without manual re-entry — SAP to Xero, VIM to SAP posting, bank feeds to ERP, reporting layers for Power BI, and Excel-based dashboards pulling live from SAP BW via OData. Includes Excel integration design so spreadsheet users access system data without manual exports.

SAP BWODataAPI connectorsPower BIExcel integrationXero API
Vendor Master Governance

Structuring and enforcing vendor master data standards — duplicate detection, SCD management, bank detail change controls, and audit trail design that satisfies internal audit and external compliance requirements.

SAP vendor masterSCD Type 2Duplicate detectionBank controls
Also Most Requested
Finance Admin Workflow Design

Documenting, redesigning, and standardising finance and admin department workflows — expense management, approval matrices, payment validation, and archiving — aligned to your system configuration and internal controls framework.

Expense managementPayment validationApproval matrixArchivingSOP documentation
How It Works

A structured delivery approach.

Systems engagements fail when scope is undefined at the start. Every engagement begins with a diagnostic — nothing is built until the problem is clearly mapped.

1
Process Diagnostic

Current state mapped: every manual step, system touchpoint, and exception path documented

2
Gap Analysis

Gaps between current process and system capability identified — with priority ranking by impact

3
Solution Design

Future state designed within your existing platform — no new systems unless genuinely necessary

4
Configure & Test

Built inside the live or sandbox environment — tested against real transaction scenarios before go-live

5
Train & Document

Team trained on the new process — full SOP documentation delivered for ongoing governance

What You Walk Away With

Every engagement closes with the same standard.

Not a recommendation report. An implemented, tested, documented process running inside your system.

Engagement Types

Scoped to your situation.

Systems work varies enormously in scope. A diagnostic call is always the first step — no fixed-price proposals are issued without one.

Targeted
Single Process Redesign

One end-to-end process — AP, month-end close, or vendor master — diagnosed, redesigned, configured, and documented.

Process diagnostic & current state map
Gap analysis vs system capability
Future state design & configuration
User testing & UAT support
SOP documentation + team training
Recommended
Full Finance Operations Transformation

The entire finance operations stack mapped and redesigned — P2P, month-end, vendor master, reporting — as a single integrated engagement.

All Targeted inclusions
Multi-process integration design
Platform configuration across all systems
Control framework alignment
Change management support
30-day post-go-live support
Advisory
System Selection & Pre-Implementation

Evaluating a new ERP or AP automation platform? An independent review of your requirements, shortlisted options, and implementation risks — before you sign a contract.

Requirements documentation
Vendor evaluation support
Implementation risk assessment
RFP review and scoring

The process problem is always bigger than it looks at first.

A free 30-minute diagnostic call to map where your current setup is creating the most cost and delay.

hello@fintelli.pro · EU & GCC