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SolutionsAutomate Reporting & Forecasting
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AI for Finance & Admin

Automate expenses, approvals, and forecasting with AI. Gain real-time financial insights and reduce manual data entry. Pilot in ~30 days.

Faster reporting, fewer errors

Finance and admin teams need precision under pressure. We help SMBs automate routine accounting, approvals, and forecasting with AI — ensuring speed, accuracy, and compliance at scale.

Top pains we address

  • Time-intensive invoice and expense processing
  • Manual reconciliations and approval delays
  • Disconnected accounting systems
  • Poor visibility into cash flow and forecasts

What we deliver

  • 70–90% reduction in manual data entry
  • Real-time dashboards for cash flow and spend visibility
  • AI-generated forecasts and variance alerts
  • Audit-ready trails for every transaction

Recommended playbooks

Invoice & Expense Processor

Extract and classify automatically.
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Approval Workflow Automation

Handle routine sign-offs instantly.
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Financial Insights Dashboard

Visualize cash flow and budgets.
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Forecasting Assistant

AI-powered predictive models.
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Compliance Tracker

Flag anomalies and policy violations.
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Starter bundle (30‑day pilot)

Scope

Invoice ingestion + forecasting + approval routing

Deliverables

Financial dashboard, alert system, automation templates

Integrations

QuickBooks, Xero, NetSuite, Google Sheets, Slack

Success that speaks

EmployJoy
A verticalized, people‑first AI hiring platform for cleaning & service businesses.
DostawaWody
A city‑aware web & mobile ordering platform for same week bottled water delivery.

Data protection & compliance

Security

    Role-based controls, encrypted data storage, and audit logging.

Governance

    SOC 2 / GDPR compliance supported.

Frequently ask questions

What can the demos actually do?
Yes. We can deploy components within your infrastructure and limit data retention.
Can you run this in our cloud?
Yes. We can deploy components within your infrastructure and limit data retention.
How fast is a pilot?
Yes. We can deploy components within your infrastructure and limit data retention.
What about cost?
Yes. We can deploy components within your infrastructure and limit data retention.
Do we need developers on our side?
Yes. We can deploy components within your infrastructure and limit data retention.

Ready to automate your finance workflows?

Book a call and we’ll scope your pilot in 60 minutes.