FinanceAI connects your company’s ledgers, systems, and business context so AI can work at financial enterprise scale. Close the books in days instead of weeks. Surface variances before they hit the board deck. Produce audit-ready evidence on demand. The work that consumes your team's quarter, now compressed into the time it takes to review it.
Decisions. Across cash, close, spend, and forecasts.
Systems. Integrated across the ERP, banking, and billing tools your business runs on.
Permissions. Secure, permission-aware access built in from day one.
Efficiency. Pre-connected financial context reduces token waste and lowers the cost to scale AI.
A real-time read of what FinanceAI is doing across customer books right now. Journals posted, recons closed, variances flagged, evidence indexed.
Reviewed and reconciled to GL
across 1,400+ booksAuto-coded transactions, controller-reviewed
+2.3 pts QoQFinance-team hours reclaimed
~5.2 FTE equivalentFrom period-end to reviewable trial balance
down from 14.2 baselineTwelve domains your finance team owns, each backed by a model that reasons against your books. Let the rail drift, or stop it to dig in.
Compress month-end from weeks to days. AP cutoff, recons, accruals, eliminations, all tracked with audit-grade evidence behind every entry.
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PO-to-pay automation. Three-way match, duplicate-vendor detection, approval routing that respects the policy your audit committee actually signed off on.
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Invoice-to-cash with collections workflows, dunning logic, and an aging report your board reads without flinching. DSO trend included.
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Real-time visibility across every bank, every entity, every currency. Yield, hedging, and idle-cash sweeps modeled against your covenants.
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Operating runway tied to your ledger. Sensitivity to headcount, ARR growth, and one-time CapEx.
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Driver-based plans. Variance attribution with reasoning. Reforecasts that update when the underlying transactions do, not when someone refreshes a spreadsheet.
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ASC 606 / IFRS 15 schedules built from your contracts. Performance obligations, deferrals, and the right tagged disclosures for the 10-Q.
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Roll-forwards by SKU and warehouse. Standard cost variances. The COGS journal entries that used to take a week, ready for review on day two.
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Vendor master hygiene, contract terms parsed from PDFs, spend by category. The spend leakage your category managers stopped finding manually.
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Sales-tax nexus monitoring, withholding, transfer-pricing schedules, and a filing calendar that flags the deadline before your tax partner does.
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PBC lists assembled continuously. Sample selections defensible. Workpapers, walkthroughs, and SOX evidence indexed against every account.
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Diligence rooms populated from your ledger. Quality-of-earnings adjustments modeled. The data room your bankers stopped asking for over email.
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Bidirectional integrations with the ERP, banking, billing, payroll, and equity systems that already hold your numbers. No data migration. No swap-out. We meet your stack where it is.
to a reviewable trial balance, with FinanceAI handling reconciliations, accruals, and variance flagging.
FinanceAI matches travel and expense to your monthly spend so every recommendation works in your favor.
Spend policy is enforced at the network layer, not flagged after the fact. Marketing's card declines at SaaS vendors not on the approved list. The CFO's card carries no MCC restriction. Engineering's cards block consumer marketplaces by default.
FinanceAI applies this when the policy your audit committee approved is the policy your network enforces.
Receipts captured at the swipe via SMS or email forward. FinanceAI reads the line items, splits them against your COA, and matches them to the GL entry before the controller logs in. Exceptions are routed by amount and category, not by who happens to be on Slack.
FinanceAI applies this when three reclasses per period turns into zero, and the close moves a full day forward.
Across the median mid-market book, FinanceAI surfaces six SaaS contracts with under 20% seat utilization and four duplicate vendors with marginal differences in legal name. The savings are routine. The story you tell the audit committee about category management is not.
FinanceAI applies this when your procurement team needs receipts, not opinions, going into the renewal calendar.
Card transactions stream into the ledger continuously. Statement reconciliation is a verification step. Mid-period spend exceptions reach the right cost-center owner the same day, while their memory of the charge is still intact.
FinanceAI applies this when the question "what is this charge?" is answered by the system, not by an email thread.
On a $5M operating balance, the spread between a sweep at 4.6% and a corporate checking account at 0.01% is $229K a year. Treasury policy is a yield engine, or it's a leak. FinanceAI rebalances continuously, respects your concentration limits, and ties every sweep to a journal entry the auditors don't have to chase.
Set a minimum operating balance, a maximum tenor, and concentration limits by counterparty. FinanceAI sweeps the residual into the highest-yielding eligible instrument every business day.
FDIC caps at $250K per depositor, per institution. SVB taught everyone the rest. FinanceAI fans operating cash across an IntraFi-style sweep network and reports your effective insured percentage daily.
Movements between operating, money market, and treasury accounts post to the GL with the right classifications interest income, cash equivalents, restricted vs. unrestricted without a treasurer keying anything.
A CFO, a Controller, an FP&A lead, a Treasurer, an Auditor, and a Board member all look at the same metric and see a different story. FinanceAI does the reasoning each one would do, on the same source data and surfaces the disagreements before the meeting starts.
Composite outcomes from finance teams in our design partner program. Illustrative, drawn from across mid-market and pre-IPO cohorts.
The first close after we went live was nine days. The second was four. The thing we kept saying inside the team was, "we used to spend a week getting to the answer FinanceAI is showing us on day two."
It surfaced six duplicate vendors and four SaaS contracts at under 18% utilization in the first two weeks. The procurement team had been asking for that visibility for years. The audit committee got it as a single dashboard.
Our auditors stopped emailing PBC lists. They opened the workpaper, found the evidence, signed off. The CFO told me it was the first quiet year-end we have had in a decade.
COMPOSITE RESULTS · REFLECTS DESIGN-PARTNER OUTCOMES Q1–Q3 FY25/26
Most of what your finance team does every day is happen-able faster, with the same controls and a smaller surface area for error. Here's a typical day, from cutoff to board review.
Subledger close
Vendor invoices captured overnight, three-way matched against POs and receipts. Approval routing fires based on amount and category. Period accruals booked from open POs with one-click controller sign-off on exceptions.
Anomaly detection
FinanceAI compares each line to its trailing average and to the budget. AWS spend at 3.2× last month's run rate triggers a flag, routed to the right cost center owner with the supporting transactions attached, while their memory of the charge is intact.
Controller review
Controllers spend their afternoon on the entries that need judgment: vendor rebate accruals, revenue cutoff edge cases, foreign-currency reclasses. Everything else is reviewed in batch, with FinanceAI's reasoning shown alongside.
Continuous audit
Every journal entry indexed against the control it supports, the policy it follows, and the source documents it ties to. When the audit committee asks for a sample, it ships in minutes. When the auditor asks "why," the answer is one click away.
Board package
By 5:30 the board pack writes itself from the source. Revenue waterfall, gross margin bridge, runway, KPIs by segment, all reconciled to the trial balance, all citable to the underlying entries. The CFO reviews instead of assembles.
