Start with a defined trigger
A bookkeeper marks a transaction or invoice as needing supporting information.
Accounting & bookkeeping
Xero:
Xero:
the workflow in practice.
Missing-document follow-up preparation
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
Confirm the Xero organization, integration scopes and document-access arrangements. Do not treat a contact match as proof of supplier identity.
Assemble the right context
Collect permitted transaction details, the available document, contact ownership and the firm's request checklist. Include the relevant entity and currency.
Perform the bounded task
Draft a targeted information request that explains what is missing and why it is needed, with no invented transaction details.
Review before taking action
The bookkeeper checks the request and recipient. Tax classification, reconciliation and payment decisions remain in the accounting approval process.
Deliver and record the result
Save the approved request and track the reply against the unresolved item so evidence is not lost in a separate mailbox.
Build an improvement loop
around real work.
Measure follow-up cycles, recipient corrections, time to receive usable evidence and bookkeeper review effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.