The close, the reporting pack and the payables, delivered on schedule.
A finance team earns its credibility on the days the numbers are due. We build systems that read every document as it arrives, reconcile what disagrees, and prepare each entry and each report for a controller to approve, so the close, the pack and the payables run on a calendar instead of on overtime. Every control you have today stays in place, and every decision the system makes is recorded.
What finance leaders ask first.
Which finance processes deserve automation first?
The ones that recur on a cycle, obey rules a competent accountant could write down, and arrive as documents or exports. Invoice intake, bank and card reconciliation, intercompany matching, the monthly reporting pack, and commission or allocation runs all qualify. Work that rests mainly on judgment is a poor first candidate, and the diagnostic will say so plainly rather than sell you a build.
Does this replace our ERP or accounting system?
No. It works around the systems you already run. The system reads what arrives, prepares entries and matches, and hands your ERP a file in a format it already accepts. Your chart of accounts, your approval hierarchy and your audit trail remain exactly as they are.
How do you keep controls and auditability intact?
Every run records what came in, what the system decided and the evidence behind it. Items below a confidence threshold, or above an amount you set, are held for a person. The scope lists the controls before anything is built, and your auditor receives a record more complete than the one a manual process leaves behind.
How accurate is document reading on our invoices?
Accurate enough to be trusted on the routine majority and candid enough to flag the rest. The first build runs on a sample of your real invoices, and the acceptance criteria state the extraction accuracy the system must reach before it is handed over. Anything below the threshold is routed to a person with the original document attached.
Where does our financial data go?
Only to the systems and providers named in the scope. Language models are accessed under commercial terms that exclude training on your data, and sensitive records remain in your environment unless you approve otherwise in writing.
What we build for finance leaders.
The work finance leaders bring to us most often, each piece built on your real files, tested against your acceptance criteria, and handed over documented and owned.
Documents in, entries out
Vendor invoices, statements and remittances read across every layout, coded to your chart of accounts, matched to purchase orders and prepared as import files your ERP accepts.
A close that tracks itself
Bank, card and intercompany reconciliation, accrual support, a checklist that updates as items clear, and audit evidence filed as the work proceeds.
The reporting pack, on schedule
Management and board reporting assembled from the ledger and the bank, consolidated across entities and currencies, with variance commentary drafted for the controller to refine.
Cash every morning
The position across every account before the day begins, remittances matched to open invoices, and collections follow-up queued for a person to send.
One meeting. A clear next step.
A free 20-minute meeting to scope what you want to build, see what is possible and map where it could go. You receive one of three answers in writing the next business day. Worth building, worth a closer look first, or not yet. In a 2025 field experiment with 776 professionals at Procter and Gamble, published in Organization Science, one person working with AI matched the quality of a two-person team working without it. The meeting finds out where that applies to you.