Automate your AR and AP workflows end to end, from the first email to the final ERP update.
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The Problem
Invoices, queries, statements, remittances and payment promises.
Your team still copy and paste from the shared mailbox to the finance system.
From the shared inbox, Attelas reads each request, checks the ERP and completes the next action with your customers and suppliers.
Hi all, please could you send me a copy…
Dear Accounts Receivable Team…
Dear Sirs, I hope you’re well…
Please find today’s remittance…
Greta GarboFinance Operations Manager · Garbo Media
Hi all,
Please could you send me a copy of INV-11933, dated 22 April 2026? I don’t seem to have a copy on file.
Once I have it, I’ll ask the team to make payment on the next payment run, which should be Wednesday next week.
Thanks,
Greta
Product and workflows
Attelas reads the email thread, checks the relevant ERP record, completes the next action and writes the result back.
Finance email assistant
Most finance teams still copy and paste data from email inboxes into the finance system.
Attelas checks the email address of each sender, finds their ERP account, and suggests ways you might want to respond.
Colleagues using Attelas can send 3,000+ emails per month.
Can we get a copy of INV-3239?
Of course, here’s a copy of INV-3239 attached.
INV-3239.pdfAccounts Receivable
The best credit controllers know their customers' accounts and prevent late payments before they happen.
Attelas plans and drafts targeted reminder emails that prevent late payments, and tracks expected payment dates in your finance system.
Credit controllers using Attelas can manage 3x more customer accounts.
Inbox management
Finance teams receive hundreds of incoming emails per day.
Attelas reads incoming emails and sorts invoices, statements, reminders and queries with labels or folders.
Finance teams can prioritise important emails and ignore inbox noise.
Accounts Payable
Many AP processes require multiple manual steps from when a PDF invoice arrives in the inbox to when it is posted.
Attelas automates AP from inbox to posting, with built-in multi-line capture, PO matching, and AI-assisted G/L and dimension coding.
Most finance teams process 80%+ of invoices in two clicks or less.
Supplier reconciliation
Finance teams often lack bandwidth to reconcile all incoming statements, which risks incorrect accruals and lost credit notes.
Attelas saves and indexes statements and then uses agentic AI to reconcile balances. Attelas drafts emails to suppliers with required actions.
Automatically identify unallocated credit notes and missing accruals.
Integrations
Certification, permissions, audit trails and deployment choices for established finance environments.
Attelas holds Cyber Essentials certification, providing a recognised baseline for organisational cyber security.
Your team defines who can send messages, approve invoices, post journals and update customer or supplier records.
Each workflow records the source email, finance record, checks completed, action taken and person who approved it.
Deployment, access and data handling are configured for your finance systems, policies and operating requirements.
Attelas works with Outlook, Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Oracle NetSuite and Xero. We confirm versions, deployment model and required access during discovery.
Implementation starts with one AR or AP workflow. We map the email thread, ERP records, rules and approvals, connect the systems, test with live examples and then expand.
You set the permissions and approval rules. Within them, Attelas can read, check, find, draft, send, code, match and update records. Exceptions and material approvals go to named people.
Attelas is Cyber Essentials certified, uses only the permissions you grant and keeps an audit history of each completed workflow. Deployment and data handling are agreed for your systems and requirements.
