AI for Finance Teams
Accurate Numbers, Faster Closes
Automate reconciliation, accelerate reporting, and get AI-powered insights into cash flow, forecasting, and financial health.
-70%
Close Time
+25%
Collections
92%
Forecast Accuracy
The Challenge
Common Finance Pain Points
01
Month-End Crunch
Closing the books takes 2 weeks when it should take 2 days.
02
Manual Reconciliation
Matching transactions across systems is tedious and error-prone.
03
Forecasting Guesswork
Budgets are based on last year + 10%, not actual drivers.
04
Audit Trail Gaps
Finding documentation for auditors is a scavenger hunt.
Our Solutions
Three Ways We Help Finance Teams
AI Voice Agents
Automate Collections and Inquiries
- Automated AR collection calls
- Invoice and payment status inquiries
- Vendor payment confirmations
Generative AI
Reports and Analysis on Demand
- Auto-generated financial narratives
- Variance analysis explanations
- Board deck financial summaries
B/I Dashboards
Real-Time Financial Intelligence
- Cash flow forecasting with AI
- Real-time P&L and balance sheet
- Spend analytics by category and vendor
Use Cases
Real Finance Scenarios
AI Voice Agents
- Friendly AR reminder calls
- Vendor payment status updates
- Employee expense submission reminders
- Customer billing inquiry handling
Generative AI
- Monthly financial commentary
- Budget variance explanations
- Investor update drafts
- Audit workpaper narratives
B/I Dashboards
- Rolling 13-week cash forecast
- Departmental budget tracking
- Revenue recognition monitoring
- Expense trend analysis
Ready to Transform Your Finance Team?
Book a free strategy call to see how AI agents, generative AI, and dashboards can solve your specific finance challenges.