Where a clean API exists, we use it. Where it doesn’t — a bank portal, a legacy ERP, a supplier who sends PDFs — we work with the file, the statement or the screen. Not having an API has never been the reason a process stayed manual.
The system of record. We post into it; we never ask you to leave it.
Where revenue actually arrives and where it quietly leaks.
Read-only by default. No bot we build ever holds payment initiation rights.
Usually where the manual work is actually hiding.
It rarely matters. Nearly every finance system can export a file on a schedule, and nearly every one can be driven through its own screens if it comes to that. What decides whether a process can be automated is the quality and consistency of the data, not whether the vendor built an API. Tell us the system in the first session and we will tell you honestly which route we would take — and if there isn’t one worth taking, we will say that too.