Consolidate receivables and payables, assist with reconciliation and prepare financial reports with less manual work.
See receivables and payables in one place.
Consolidate invoices, bills and payment records to understand what customers owe and what your business needs to pay.
Reconcile bank transactions with less manual work.
Match bank transactions against accounting records and flag discrepancies, duplicates and unmatched items for finance review.
Get financial reports ready sooner.
Prepare review-ready management reports, cash-flow summaries and variance explanations without repeatedly assembling information from separate sources.
Sample data: the Finance Agent sorts seven documents, reconciles them against the bank feed and drafts a monthly report.
What we can achieve
Targets we agree with you and measure against your baseline in the pilot, backed by published research.
- 50%
- less AR/AP consolidation effort
- Bring invoices, bills and payment records together with fewer manual spreadsheet updates.
- 40%
- less bank-reconciliation time
- Automatically suggest transaction matches and direct your finance team to exceptions.
- 30%
- shorter reporting turnaround
- Prepare management reports sooner, while retaining finance review and approval.
Backed by research
How generative AI can make accountants more productive
MIT Sloan research: AI-assisted accountants close the books 7.5 days sooner
Research involving transaction records from 79 small and midsize firms found a 7.5-day reduction in monthly close time and 12% greater general-ledger detail among accountants using the AI-enabled software. Approximately 8.5% of accountant time shifted from routine data entry to higher-value work.
What would you get done with fewer repetitive tasks?
Tell us what slows your team down. We will help you identify a practical starting point for AI automation.