Admin 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
08:14
Statement collectedFrom a supplier portal
08:15
Records 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.

01

Invoice intake

Before

Download files from email and supplier portals. Match each one to a purchase order.

After

Invoices collected, checked and filed. Only mismatches reach your team.

Map a workflow like this
InvoiceMatched
Source
Supplier portal
Invoice number
INV-10483
Purchase order
PO-0281
Status
Ready to file
02

Month-end reconciliation

Before

Export transactions from two systems. Compare rows in a spreadsheet and investigate the differences.

After

Records cross-checked every night. Your team starts with a focused list of unmatched entries.

Explore workflow automation
Daily reconciliationChecked
Source records
Collected
Matching entries
Reconciled
Unmatched entries
Ready for review
03

Daily portal checks

Before

Log in to carrier, insurer or supplier portals each morning. Refresh pages and copy status changes into your tracker.

After

Scheduled checks update your records. Only a changed status, missing file or stalled item needs your attention.

See more use cases
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.

  1. 01

    Collect

    Pull files from your emails, portals and shared drives.

  2. 02

    Check

    Match records and flag anything that does not fit.

  3. 03

    Update

    Post to the right place and keep your records tidy.

  4. 04

    Human review

    Your team reviews exceptions before the work moves on.

See how we build your workflow

How we work

A real workflow. A clear plan.

Our 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 founder

Let's talk

Map the workflow
your team wants gone.

A free 30-minute conversation. One repetitive task. A practical next step.