Produce accurate books on time.
Prepare reconciliations, track close dependencies, surface missing support, and keep unresolved items visible before the deadline.
AI for finance
Close faster. Release capacity. Improve cash control.
We build AI into reconciliation, month-end close and cash reporting so your team spends less time preparing records and more time reviewing exceptions and managing cash. We support rollout and measure close time, labor hours, error rates and cash impact against the agreed baseline.
The finance mandate
Get the evidence you need to make finance decisions.
We focus on the work finance is already responsible for: accurate books, reliable forecasts, cash control and evidence that stands up to review.
Know the current position and what is coming.
Bring together balances, expected receipts, payments, commitments, and near-term cash requirements.
Forecast performance and explain what changed.
Prepare actuals, operating drivers, scenarios, and variance analysis so finance can challenge assumptions and advise the business.
Collect revenue and manage outgoing cash.
Track invoices, follow-ups, approvals, payment timing, disputes, and the exceptions holding transactions open.
Give leaders a reliable view of performance.
Assemble management reporting, operating metrics and commentary, with source evidence for material changes.
Keep financial work reviewable and defensible.
Monitor required approvals, preserve support, flag policy exceptions, and prepare evidence for internal and external review.
How AI helps
Keep finance ready for the next decision.
AI prepares reconciliations, gathers supporting records and flags exceptions for finance to review. Your team can check the source evidence, resolve discrepancies and approve the accounting or cash decision.
Collect transactions, documents, requests, and system changes.
Prepare the records and context required for the finance task.
Compare values, entities, policy, and expected financial state.
Complete routine work and prepare unusual cases for review.
Route financial judgment and consequential decisions to people.
Update systems, preserve evidence, and confirm the result.
Division of responsibility
Keep accounting and cash decisions with finance.
The boundary is defined from your policies, materiality thresholds, approval structure, and tolerance for automation.
- Collect and normalize records across approved systems
- Match transactions and identify discrepancies
- Prepare close, cash, or exception summaries
- Resolve routine cases within defined rules
- Route incomplete or unusual work with context
- Update systems after an approved outcome
- Accounting policy and interpretation
- Material or unusual journal treatment
- Payments and changes above approval thresholds
- Customer, vendor, or employee disputes
- Forecast assumptions and business tradeoffs
- Any case where the evidence is incomplete
Systems we can build
Start where finance loses the most time or cash.
We choose the first workflow with your finance team, based on recurring volume, measurable cost and access to the records needed to test it.
Prepare reconciliations and resolve outstanding items throughout the month.
Track close status, prepare reconciliations and support, surface blockers, and assemble review questions before the deadline.
Maintain a current cash view.
Combine balances, collections, payments, and commitments; flag material changes; and prepare short-term cash scenarios.
Resolve invoice exceptions and follow up on collections.
Match invoice and payment records, monitor aging, prepare follow-ups and route disputes or missing information to the person who can resolve them.
Prepare forecasts and variance analysis.
Bring together actuals and operating drivers, identify material variance, refresh scenarios, and draft explanations for finance review.
Produce decision-ready reporting.
Assemble financial and operating measures, preserve their sources and prepare commentary on material changes for leadership review.
Keep evidence and approvals attached to the work.
Check required controls, identify missing support, preserve decision history, and maintain an audit-ready trail as work happens.
Measured in finance outcomes
Measure the effect on close, cash and capacity.
We establish the baseline before building, then compare close time, review effort, errors and cash impact after the team adopts the system.
Time to reliable books
Fewer days, late dependencies, and unresolved items between period end and review-ready results.
Accuracy and freshness
Less time preparing the forecast and a smaller gap between expected and actual performance.
Cash conversion
Faster collections, intentional payment timing, and fewer transactions stalled by preventable exceptions.
Errors and rework
Fewer discrepancies, missing approvals, unsupported entries, and repeated manual corrections.
Your finance operation
Find the finance workflow with the clearest cash or capacity impact.
An AI Audit establishes its current time, cost, error, and cash baseline, then defines a practical implementation roadmap.
How would AI help with a month-end reconciliation?
Suppose finance reconciles payments against invoices before close. AI prepares matches and groups missing or conflicting records with their sources. A reviewer confirms the match and decides how to handle each exception; an incomplete record stays unresolved. Payment authorization and journal approval remain with finance.
Test on a closed period before live use. Count missed mismatches, incorrect matches, review minutes per accepted reconciliation and unresolved items at the close deadline. Compare total effort with the same work done manually. A faster draft that creates more correction is not a better close.
Set the finance baseline, assign invoice-workflow ownership and define acceptance tests.