AI in Finance
Finance teams lose days to gathering numbers and rebuilding forecasts. We design AI around your own data and systems, so reports write themselves, forecasts stay current and risk shows up while there is still time to act.
Where finance teams lose time
Forecasts out of date on arrival
Static spreadsheets take days to rebuild, so by the time a forecast is ready the numbers behind it have already moved.
Reporting eats the month
Teams spend the close pulling figures from different systems and reconciling them by hand instead of explaining what they mean.
Manual, error-prone data entry
Invoices, expenses and journals are rekeyed between tools, which is slow and introduces mistakes that are costly to unwind.
Risk spotted too late
Cash, credit and variance issues only surface in the monthly review, long after the moment to act has passed.
What AI does across finance
Each solution is shaped by your process, your data and the controls you work within. Most teams combine several of these.
Forecasting and planning
Forecasts update automatically as actuals land, so planning stays current and scenarios can be tested in minutes rather than days.
Reporting automation
Figures are pulled from your systems into one consistent report, with plain-language summaries of what changed and why.
Accounts payable and invoices
Invoices and expenses are read, matched to purchase orders and routed to the right approver, with exceptions flagged for review.
Risk and fraud monitoring
Transactions and spending are watched continuously, so unusual activity and anomalies are surfaced early with the context to act.
Close and reconciliation
Ledgers and statements are matched automatically and only genuine exceptions reach your team, so the close moves faster.
Scenario and decision support
Cash, margin and growth scenarios are modelled on your own data to support decisions, with the final call staying with finance.
How we build your finance solution
- 01
Understand your process
An Industry Expert talks through the finance workflow you want to improve, the data it relies on and the systems involved.
- 02
Define requirements and success measures
We agree what the solution must do, the data it needs, the approval and control points, and how results will be measured.
- 03
Receive a clear proposal
Within 24 hours you receive the proposed solution, total cost and timeline.
- 04
Build and demo
Start with a 15% advance, refundable if the demo doesn't meet your expectations. We build the solution and show it working on your numbers.
- 05
Deploy, train and support
On approval we deploy, train your team and provide three months of online support.
Examples of AI in finance
A few of the workflows finance teams ask us to build. Yours will be shaped around your own process and controls.
- FP&A
Forecasts refresh as actuals arrive, variances are explained automatically and scenarios are ready for the next review in minutes.
- Payables
Supplier invoices are read, matched to purchase orders and routed to the right approver, with mismatches flagged for a human.
- Reporting
Month-end figures are gathered from each system into one report, with a written summary of the key movements.
- Treasury
Cash positions and upcoming flows are projected from live data, so shortfalls and surpluses are seen well before they hit.
- Controls
Unusual transactions and duplicate payments are surfaced for review, strengthening checks without slowing the team down.
- Collections
Accounts likely to pay late are flagged early with suggested follow-ups, so cash comes in sooner.
FAQs
Answers to the questions finance teams ask most before starting an AI project.
Still have questions?
Tell us about your workflow and an Industry Expert will get back to you.
Ask an Industry Expert01How is AI used in finance?
Finance teams use AI to update forecasts automatically, generate reports, read and route invoices, reconcile ledgers, monitor transactions for risk and model scenarios. Each use is built around the team's own data, systems and controls.
02Does AI replace finance teams?
No. AI handles the repetitive, high-volume steps such as gathering figures, matching invoices and reconciling accounts, while judgement and sign-off stay with finance. People review exceptions, approve numbers and make the decisions.
03How does AI improve forecasting?
Instead of rebuilding static spreadsheets, AI updates forecasts as actuals arrive and reads many drivers at once. This keeps planning current and lets teams test scenarios quickly, which improves both speed and accuracy.
04Is our financial data kept secure?
Data access is agreed with you during discovery, and the solution only uses the data and systems you approve. We design around your existing security, controls and audit requirements.
05Will it work with our accounting and ERP systems?
During discovery we identify the systems involved and how data can be accessed. The proposal then explains how the solution connects to your ERP, accounting software, spreadsheets and reporting tools.
06How long does it take to build?
It depends on the scope. After the first conversation you receive a proposal within 24 hours that covers the solution, the total cost and the project timeline.
Tell us about the finance workflow you want to improve
Share your challenge and the systems you use today. An Industry Expert will get back to you shortly.
