Every invoice checked.
Nothing paid without you.

Take a ready-made automation or write down your own procedure in plain sentences. It pre-checks invoices, matches statements and chases what is missing, then hands you the exceptions. Payments, postings and approvals stay with you.

Example instruction: Pre-check each invoice that arrives at invoices@acme.inc: match it to its purchase order, file it in Expenses, and flag anything unusual for my review. ## Flag for review | Situation | What to do | |---|---| | No matching PO | Ask the requester | | Amount differs | Flag with both amounts | | Over $10,000 | Flag, even if it matches | ## Exceptions - **Duplicate** invoice → flag it, don’t file it. - New supplier → check their bank details with me. - Every Monday, send me totals by department.

In your own words.
Built for real work.

One sentence is enough to begin. The same document grows into a full procedure when the job needs it.

  • Plain language

    Write it the way you would brief a colleague. No flowcharts, no code.

  • Rules, tables and exceptions

    Add limits, scoring tables and edge cases as they come up, right in the same document.

  • Judgment, not just steps

    Say what good looks like and when to ask you. It follows the intent, not a rigid path.

Browse advanced workflows

Your files. Your tools.
No new system.

AUTOMATE.md is just another file in your folder. Nothing to migrate, nothing to replace.

  • Starts on its own

    A new email, a schedule, a changed folder or an edited file starts it. No one has to remember.

  • Your apps, connected

    Email, calendars, drives and team apps. Connect only what the job needs.

  • Next to the work

    It sits beside the invoices, CVs and sheets it works on, and reads them like you would.

You stay in charge.
At every step.

It does the checking. You approve what gets paid and posted.

  • Nothing paid or posted on its own

    Payments, journals and approvals stay with you. It prepares them and flags what doesn't match.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the books you open to it

    Each automation reaches only the folders and systems you connect for it.

Ready-made for finance teams. Pick one and run it.

Each one is a plain-language document. Use it as it is, or change the timing, the rules and the tools to match your team.

Invoice pre-check

Pre-check each invoice that arrives at invoices@acme.inc: match it to its purchase order, file it in Expenses, and flag anything unusual for my review.

Each new invoice

Duplicate Invoice Hold

When a new invoice arrives against a PO line that already has a posted invoice, flag both and email the AP clerk which one to void before the run.

When a new invoice arrives against an already paid PO line

Close Status Digest

Every business day at 7:30am, read the open close checklist and email the controller the overdue items first, then what is due in the next two days.

Every business day at 7:30am during the close window

Unmatched Bank Items

Every business day at 9:00am, list bank lines with no matching entry and email the accountant the amount and the date each one first showed up.

Every business day at 9:00am

Bank Change Verification

When a vendor bank account is changed, read the change log and email the AP lead the vendor, the old and new details, and a request to confirm by phone.

When a vendor bank account is changed

Receipt Gap Chase

Every Friday at 3:00pm, find submitted expenses with no receipt and email each employee the specific items to attach.

Every Friday at 3:00pm

Every stage of the work. Every recurring job.

The recurring work finance teams do every week, grouped the way it happens.

  1. 01

    AP

    Getting supplier invoices coded, matched and approved. It breaks when invoices arrive in five formats and duplicates slip through.

  2. 02

    AR

    Getting paid on time. It breaks when reminders depend on someone remembering to send them.

  3. 03

    Close

    Reconciling and closing the month. It breaks when the checklist lives in one person's head and late items surface on day five.

  4. 04

    Reporting

    Turning closed figures into numbers people trust. It breaks when every line has to be rebuilt to be explained.

  5. 05

    Controls

    Keeping vendor records and payments safe. It breaks when a bank detail changes and nobody calls to confirm.

Compared with what you use today.

Rules in your accounting software

Coding recurring transactions the same way every time.

They can't read an unusual invoice, ask the requester a question or explain why a match failed.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build, test and maintain.

AI chat assistants

Explaining a document when you paste it in.

Nothing happens until you come back and ask again, and the procedure lives in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Around the tools you already run.

Connect only what a job needs. Your inbox, calendar, files and the systems below stay where they are, with nothing to migrate.

Everyday
GmailOutlookGoogle CalendarSlackMicrosoft TeamsGoogle DriveGoogle SheetsExcel
ERP
NetSuiteMicrosoft Dynamics 365 FinanceSAP S/4HANAOracle Fusion Cloud ERPMicrosoft Dynamics 365 Business CentralSage Intacct
Accounting
Workday FinancialsQuickBooks OnlineXero
AP automation
TipaltiBill.com
Procurement
CoupaSAP Ariba
Expense
RampBrexExpensify
Reconciliation
HighRadius Autonomous ReconciliationNumeric
Close
TrintechFloQastBlackLine
Treasury
Kyriba
Billing
Zuora
Payments
Stripe
Tax
AvalaraTaxJar
Audit
AuditBoard
FP&A
Pigment
Data
Validis
BI
Metabase

What finance teams ask before handing anything over.

Can it move money or change the books without me?
Not unless you write that into the file and approve it. The finance automations here prepare, match and flag; payments, postings and approvals stay with a person. You choose which steps wait for your OK, and nothing runs until you switch it on.
How do I know what it did?
Every run is recorded: what it read, what it changed and what it is waiting on. The instructions themselves are a document anyone on the team, or an auditor, can read.
Does it work with our accounting system?
It works around the systems and files you already use: the accounting software, the bank exports, the shared inbox and the spreadsheets. Connect only what each job needs.
Where does our financial data go?
The app runs on your computer, and each automation reaches only the folders and apps you connect for it. A cloud AI model receives what the job needs; a local model keeps that processing on your machine.
Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon