Accounting Automation Services Powered by AI

Automated Reconciliations

AI agents handle bank, credit card, and intercompany reconciliations — dramatically reducing manual matching and accelerating close cycle time. Exceptions are flagged for human review.

Close Acceleration

Automated checklists, workflow routing, and exception flagging that significantly reduce close cycle time — in many cases compressing a multi-week close to days, depending on the starting environment.

Spend Management via Ramp

Ramp-powered expense automation — real-time spend visibility, automated coding, and policy enforcement that dramatically reduces the need for manual review.

Automated Reporting

Scheduled financial reports, KPI dashboards, and board packages generated from your accounting system — reviewed and released by your SRG team before distribution.

AP & AR Automation

Intelligent accounts payable and receivable workflows that reduce manual data entry, accelerate collections, and improve cash visibility.

Intelligent Workflow Automation

Purpose-built automation embedded in your accounting workflows — designed, deployed, and managed by SRG as part of your financial operations engagement.

Why SRG

Automation With Accountability

Accounting automation without oversight is just a faster way to make mistakes. Every SRG automation is designed, deployed, and monitored by CFO and Controller-level professionals who understand what the numbers mean and what can go wrong.

We are a Ramp Certified Partner and build purpose-built automation across the accounting function — not as a bolt-on product, but as an integrated part of how we manage your financial operations.

What accounting processes does SRG automate?

We automate reconciliations, month-end close workflows, accounts payable and receivable, expense management via Ramp, and financial reporting — across the full accounting function.

Do I need to change my accounting software to work with SRG?

Not necessarily. We work with the systems you already have and identify where automation creates the most value. In some cases, we recommend system changes — but only when the ROI is clear.

How does Ramp fit into SRG's automation model?

SRG is a Ramp Certified Partner. We use Ramp for intelligent spend management, automated expense coding, and real-time visibility into company spending — integrated with your broader accounting function.

Is accounting automation only for large companies?

No. Automation creates the most value for growth-stage companies that are scaling faster than their manual processes can keep up. SRG specializes in building automated accounting functions for startups and growth-stage businesses. The complexity of implementation varies by environment, which is why SRG assesses your current state before recommending an automation roadmap.

What happens when an automated process produces an exception or error?

Every SRG automation includes exception handling and human review checkpoints. When a reconciliation item doesn't match, a transaction falls outside policy, or a workflow step fails, it is flagged for review by your SRG Controller or CFO — not silently passed through. Automation handles the volume; our team handles the judgment.