ACCOUNTING
Understanding the work
ABOUT YESAUTOMATE
We combine deep finance and accounting experience with Robotics, AI and technology to build practical solutions for the way businesses actually work.
Get to Know UsOUR STORY
Our journey began in finance and consulting, including experience as auditors and accountants with Big 4 firms. Working closely with businesses, we saw Finance and Accounting teams spending significant time on repetitive work — entering data, reconciling information, preparing reports and moving information between systems.
We also saw that many automation solutions were built primarily by technology teams, without enough understanding of the underlying accounting and finance processes. As a result, these solutions were often difficult to adopt and did not deliver the effectiveness businesses expected.
We believed there had to be a better way.
That belief led to the creation of YesAutomate — bringing accounting expertise and technology together to build automation around the way businesses actually work.
Understanding the work
Understanding what is possible
WHY WE EXIST
Businesses shouldn't have to redesign their processes just to adopt automation. We believe technology should fit into the way teams already work — connecting existing systems, handling repetitive execution and bringing intelligence where it creates value.
Take high-effort, low-value work away from people.
Move information across systems and workflows.
Use AI where processes require understanding or adaptability.
Give teams more time for analysis, judgement and higher-value work.
WHAT MAKES US DIFFERENT
BUSINESS
Finance, accounting and business workflows are not abstract use cases for us.
TECHNOLOGY
RPA, AI/ML, OCR, analytics, ERP and custom software give us multiple ways to solve a problem.
OUTCOME
The goal isn't to deploy technology. It is to remove friction, improve visibility and make work better.
WHAT WE BELIEVE
We measure our work by the difference it makes, not simply by what we deliver.
We stay close to the people and processes we're solving for.
We combine domain knowledge with technology expertise to solve practical problems.
The best automation is often the one that makes a complex process feel simple.
OUR TECHNOLOGY
We don't start with a technology and look for a problem to solve. We understand the workflow first, then determine whether Robotics, AI/ML, Document AI, Analytics, ERP or custom software — or a combination of them — is the right fit.
Execute repetitive work.
Understand, predict and adapt.
Turn documents into usable data.
Turn data into insight.
Connect business processes and systems.
Build what standard tools cannot.
SECURITY, QUALITY & TRUST
When technology handles financial information, business data and critical workflows, security and reliability are fundamental. We follow recognised standards and security practices designed to protect information, maintain quality and support responsible technology delivery.
CERTIFICATIONS & ASSURANCE

QUALITY MANAGEMENT
Demonstrates our commitment to structured quality management and consistent processes in the way we deliver our services.

INFORMATION SECURITY
Reflects our focus on information security management and controls designed to protect information and manage security risks.

SECURITY & CONTROLS
Demonstrates controls relating to security and the protection of information and systems over a defined period.
SECURITY PRACTICE

SECURE CONNECTIONS
We use secure encrypted connections to help protect information while it is transmitted between systems.
Security is not an afterthought. It is part of how we design, implement and support technology.
From access controls and secure connections to information security and operational controls, we build security considerations into the technology lifecycle.
BUILT FOR BUSINESSES, WHEREVER THEY OPERATE
We work with businesses, accounting firms and organisations, bringing together finance expertise and technology to solve operational challenges across geographies.
THE IMPACT
Our work spans finance operations, reporting, document processing, reconciliation, ERP workflows and other business processes — helping teams move away from repetitive execution and toward higher-value work.
PROFESSIONAL AFFILIATIONS







Tell us where your teams spend time on repetitive work. We'll help you explore where technology can simplify the process.