Less admin.
More business.

The problem

An invoice might arrive as an email attachment or a portal download, with each supplier presenting its own layout. Recording it can mean capturing the supplier, invoice number, dates, tax and totals. Where a purchase order and receipt exist, the amounts and quantities can also need checking against them. A repeated invoice number or a mismatch is a specific item for someone to review.

The approach

Happy Invoicing can collect invoices from agreed sources, extract the fields your process needs, check for duplicate invoice numbers and compare configured details with purchase orders or receipts. Items that do not match the agreed checks can be flagged for a person rather than silently treated as approved. Available sources and accounting-system connections depend on your setup.

The outcome

The workflow can give reviewers an invoice record with its source, extracted details and any checks that need attention. Your team defines which checks apply and who approves or posts an invoice.

The problem

An agreement can put its parties, fees, obligations, renewal date and notice period in different sections. Finding one detail later means locating the signed version and checking what it actually says. The notice period and renewal terms are set by the agreement; they are not the same for every contract.

The approach

Happy Contracts can capture agreed details from contracts into a searchable register and link each entry to the relevant source page. Key dates can be tracked against the wording in the agreement, while unclear clauses remain a matter for human or legal review.

The outcome

A team can use one index to find agreements, check recorded terms and see which dates need attention. The signed contract remains the source of truth for decisions.

The problem

Starting a client or supplier relationship can involve collecting details and supporting documents, then checking them against an organization's checklist. The items depend on the relationship and the rules that apply. For some company onboarding, checks may also need to establish who is acting for the entity and, where required, who ultimately owns or controls it.

The approach

Happy Onboarding can compare received information with an agreed checklist, identify items that appear missing, expired or incomplete, and prepare a specific follow-up request. The checklist and any regulatory checks are configured for the organization and reviewed by the appropriate person.

The outcome

A shared record can show the requested items, what has been received and what still needs review. Your team retains responsibility for verification and approval.

The problem

A period-end close can involve comparing bank statement lines with entries in the accounting ledger, following up unmatched transactions, and tracking other close tasks. The evidence and task status may sit in different files or systems, so a clear close process needs both a record of what was checked and a way to see what still needs attention.

The approach

Happy Month-End can bring statement data and ledger entries into a reconciliation workflow, apply agreed matching rules, and list unmatched items for investigation. A close checklist can track tasks and their status alongside the reconciliations. The specific data sources and accounting-system connections depend on your setup.

The outcome

Reviewers can see matched records, outstanding differences and open tasks in one workflow, with links to the supporting records where available. People remain responsible for resolving differences and approving the close.