Observe
We document the real workflow, including the exceptions.
Start with a mapping callAdmin work,
done before
your team logs in.
We automate the repetitive work between your tools.
Your team keeps the decisions. We take care of the steps.
Invoice receivedFrom your inbox
08:14Statement collectedFrom a supplier portal
08:15Records matchedWith your tracking sheet
08:16
Yudi LabsMatch & check
Ready for reviewThe routine work is handled.
- Invoice detailsMatched
- Supporting filesFiled
- Amount mismatchNeeds you
Your team has the final say.
Illustrative workflow
Inside the tools you already use
- QuickBooks
- Microsoft 365
- Slack
- HubSpot
- Google Workspace
The work between your tools
Your software is good.
The gaps are the problem.
Portals that need checking. Invoices that need matching. Reports that need pulling together. We handle the repeat steps your software leaves behind.
01Invoice intake
Before
Download files from email and supplier portals. Match each one to a purchase order.
After
Map a workflow like thisInvoices collected, checked and filed. Only mismatches reach your team.
InvoiceMatched
- Source
- Supplier portal
- Invoice number
- INV-10483
- Purchase order
- PO-0281
- Status
- Ready to file
02Month-end reconciliation
Before
Export transactions from two systems. Compare rows in a spreadsheet and investigate the differences.
After
Explore workflow automationRecords cross-checked every night. Your team starts with a focused list of unmatched entries.
Daily reconciliationChecked
- Source records
- Collected
- Matching entries
- Reconciled
- Unmatched entries
- Ready for review
03Daily portal checks
Before
Log in to carrier, insurer or supplier portals each morning. Refresh pages and copy status changes into your tracker.
After
See more use casesScheduled checks update your records. Only a changed status, missing file or stalled item needs your attention.
Morning status checkComplete
- Portal reports
- Downloaded
- Tracking sheet
- Updated
- Missing document
- Flagged for your team
Illustrative workflows. Your mapping call establishes what is possible for your business.
The boring work runs quietly.
Your team sees what matters.
You keep the approve button.
- 01
Collect
Pull files from your emails, portals and shared drives.
- 02
Check
Match records and flag anything that does not fit.
- 03
Update
Post to the right place and keep your records tidy.
- 04
Human review
Your team reviews exceptions before the work moves on.
How we work
A real workflow. A clear plan.
Build
We build and test inside the tools your team already uses.
Explore our servicesMaintain
We monitor the work and fix what changes.
The ongoing care planOur perspective
Built for the work
that has to be right.
Even the best software leaves gaps. We close them.
Deep UpadhyayFounder, Yudi Labs
Experience building automation and reporting systems in RBC, CIBC, BMO and TD environments.
Meet the founderLet's talk
Map the workflow
your team wants gone.
A free 30-minute conversation. One repetitive task. A practical next step.