Mandate
What we run

The transactional work of the finance function, run inside a mandate you sign

Every job follows the same method: a signed mandate, a confidence score on each decision, a record that explains it, and a named person who answers for it. Accounts payable is where every client starts.

Take the 60-Day ProofThe method
Accounts payable

Supplier invoices decided, not just captured

Invoice Maestro, the first Mandate agent, reads every supplier invoice from your mailbox, verifies the supplier in your ledger, proposes the department and GL code from your own history, scores the decision and drafts it behind your approval gates. This is where the 60-Day Proof runs.

The agent decidesSupplier match, coding, approve or flag, the draft.
A person keepsUnverified suppliers, duplicates, low scores, and the posting itself.
The record showsEvery step from arrival to draft, with the reasoning and the score.
Supplier invoiceCalder & Vane Supply
£4,286.40
Approved
Coded to 5010 Hardware. Matches this supplier's recent invoices and the open order.
Illustrative example
Supplier statementNorthgate Telecom, September
14 lines
Flagged
One line unmatched: a credit note not yet applied. Query drafted for your team to send.
Illustrative example
Supplier statements

Every statement reconciled as it arrives

Statements are matched line by line to your ledger, the gaps are explained (an invoice never received, a credit not applied, a payment in transit) and the supplier query is drafted for a person to send. Month-end stops being the first time you find out.

The agent decidesLine matching, gap classification, the draft query.
A person keepsSending the query, agreeing any write-off.
The record showsEach statement, each gap, what was asked and what came back.
Customer orders

Orders read, checked and drafted, never rekeyed

Orders arriving by email or spreadsheet are read and checked against your customer and price data. Anything that does not match, a new customer, an unusual price, a missing reference, goes to a person with the reasoning written.

The agent decidesCustomer and price match, the draft order.
A person keepsNew customers, pricing exceptions, release.
The record showsEvery order from arrival to draft, and every escalation.
Customer orderBrightwell Studio, PO 7731
6 lines
Stopped
Unit price differs from the agreed price list. Sent to a person with both prices shown.
Illustrative example
Overdue accountFenmore Legal
45 days
Flagged
Promise to pay logged for Friday. Second reminder held until then.
Illustrative example
Credit control

Overdue balances chased within your rules, in your voice

Reminders go on your schedule and in your tone, promises to pay are tracked, disputes are separated from late payers, and the accounts that need a conversation are surfaced early with the history to hand.

The agent decidesReminder timing and wording, promise tracking, dispute flags.
A person keepsEscalation calls, holds, legal steps.
The record showsEvery contact, every promise and what happened to it.
Expenses

Claims checked against policy and project before the approver sees them

Receipts read, claims checked against your policy and the project they are charged to, coded and scored. The approver sees the exceptions and the reasoning, not the whole pile.

The agent decidesPolicy check, coding, approve or flag.
A person keepsPolicy exceptions and the final approval.
The record showsEach claim, each check, each decision.
Expense claimTravel, client workshop
£412.60
Stopped
Hotel rate above policy for this project. Sent to the approver with the reason.
Illustrative example
Month-end closeSeptember accruals
3 proposed
Flagged
Three accruals proposed from open orders. One judgement call sent to your controller.
Illustrative example
Month-end close

The close worked step by step, with every step recorded

Accruals proposed from what is in flight, recurring journals drafted, reconciliations run and the close checklist worked through, with each judgement call surfaced to your controller with the evidence.

The agent decidesAccrual proposals, recurring journals, reconciliation matches.
A person keepsJudgement calls, sign-off, posting.
The record showsThe whole close, step by step, for the auditor.

Why it starts with accounts payable

It is the job every services firm has, with the clearest audit question and the cleanest proof: sixty days read-only on your own ledger, and a report you keep whether or not you continue. The mandate, the score, the record and the named owner are built there and carried to every job that follows.

How the 60-Day Proof runs

See it decide on your own invoices before you pay

Take the 60-Day Proof