💰 FINANCE & REVOPS
CLOSE THE BOOKS
WITHOUT CHASING
SPREADSHEETS
Helperfy AI finance automation connects your billing, ERP, and CRM — automating invoice processing, approval workflows, and revenue reporting. Finance and RevOps teams eliminate manual work from invoice to close.
Finance Operations That Still Run on Spreadsheets
Month-end close shouldn’t require two FTEs working late. Approvals shouldn’t disappear into Slack. Revenue data shouldn’t live in 4 different tools that never sync.
Invoice processing is manual
Your team manually enters invoice data, matches POs, and routes for approval. It takes days and introduces errors every time.
Approvals get lost in Slack
Purchase requests disappear into threads. Nobody knows who approved what, when. Audit trails are a mess and month-end reconciliation takes forever.
Revenue data is always out of sync
Stripe, QuickBooks, Salesforce, and your ERP all have different numbers. Building a single source of truth requires manual exports and VLOOKUP wizardry.
What Helperfy Automates for Finance & RevOps
Invoice processing
AI extracts invoice data, matches to POs, flags discrepancies, and routes for approval — automatically. 90% of invoices processed without human touch.
Approval workflows
Purchase requests, expense approvals, contract sign-offs — routed to the right approver based on amount and category. Escalates on delay. Full audit trail automatically.
Revenue reporting
Pull MRR, churn, ARR, and pipeline data from Stripe, Salesforce, and your ERP — consolidated into one report delivered automatically. Daily, weekly, or on trigger.
Billing & ERP sync
Customer data synced between Stripe, QuickBooks, and your ERP in real time. No more manual exports, no more reconciliation nightmares at month-end.
Anomaly detection
Unusual spend, duplicate invoices, missed payments — Helperfy flags anomalies and notifies the right person before they become problems.
Contract & renewal tracking
Automated reminders for contract renewals, payment terms, and subscription changes. Never miss a renewal date or let a contract auto-renew unnoticed.
Connects to Your Finance Stack
Billing & Payments
Stripe · Chargebee · Recurly · PayPal
Accounting
QuickBooks · Xero · FreshBooks · Sage
ERP
NetSuite · SAP · Oracle · Microsoft Dynamics
CRM & RevOps
Salesforce · HubSpot · Clari · Gong
Also connects via REST API and webhooks for custom finance systems.
Close the Books Without the Chaos
Show us your current finance workflows in a 30-minute call — we’ll map exactly what automates and how fast.
Free pilot · No credit card · Live in 14 days