Company AI Brain for Finance
Clear financial information, stronger review, and controlled action.
Connect revenue, expenses, billing, payments, budgets, records, reporting, reconciliation, and operational context while keeping financial decisions under appropriate human control.
Tell us how your finance team worksCompany AI Brain for Finance
In practice
Full Workflow Examples
End-to-end paths through Finance — from signal to improvement, with human control where it matters.
- Signal
- Understand
- Recommend
- Approve
- Execute
- Monitor
- Learn
- Improve
01
Records disagree to reconciled books
- Signal: Financial records disagree across systems, or required supporting documents are missing.
- Understand: Brain gathers related invoices, transactions, documents, and business activity linked to the mismatch.
- Recommend: Explains the discrepancy and proposes reconciliation steps for authorised owners.
- Approve: Finance owner / authorised reviewer updates or confirms before records are corrected.
- Execute: Creates reconciliation tasks, requests missing documents, and updates approved records only after confirmation.
- Monitor: Tracks whether the exception clears and evidence is complete.
- Learn: Notes which record types and systems cause repeated mismatches.
- Improve: Strengthens reconciliation checks and includes the outcome in the next financial report.
MismatchExplainApproveReconcileEvidenceReport02
Spend anomaly to authorised review
- Signal: Spend, budget variance, or unusual financial activity diverges from plan.
- Understand: Brain explains drivers with source records and related operational or commercial context.
- Recommend: Flags what needs human review and prepares an evidence pack without committing funds.
- Approve: Authorised finance decision-maker updates or confirms the review outcome and any next action.
- Execute: Routes the package, schedules the financial review, and notifies authorised stakeholders.
- Monitor: Tracks whether the anomaly is explained, accepted, or needs further investigation.
- Learn: Captures which anomalies were noise versus real control issues.
- Improve: Tightens anomaly prompts and evidence packs for the next similar review.
AnomalyExplainPackageApproveReviewTighten03
Payment package to approved settlement
- Signal: A payment, transfer, or financial commitment needs authorisation.
- Understand: Brain assembles invoices, matching records, policy checks, limits, and supporting evidence into one package.
- Recommend: Highlights mismatches, missing approvals, or policy issues before money moves.
- Approve: Authorised person updates or confirms the payment. Payments, transfers, and commitments never auto-run.
- Execute: Processes the payment only after approval, updates approved records, and stores supporting evidence.
- Monitor: Tracks settlement completion and any failed or delayed payment steps.
- Learn: Notes common package gaps that slowed approval.
- Improve: Strengthens the next payment package checklist so fewer items bounce for missing evidence.
AssembleCheckApproveSettleRecordStrengthen
Intelligence becomes valuable when it improves what happens next.
The Department Cycle
Know. Decide.
Act. Trust.
Every workflow in Finance runs through a complete intelligence cycle, from signal to improvement, with human control where it matters.
Know
- Consolidate approved financial information
- Track revenue and expenses
- Monitor billing and payments
- Compare records across systems
- Track budgets
- Prepare recurring reports
- Retrieve supporting documents
- Connect financial changes to business activity
- Identify missing or inconsistent records
- Summarise financial status for authorised users
Decide
- Identify anomalies
- Recommend reconciliation steps
- Flag overdue payments
- Highlight budget variance
- Identify unusual financial activity
- Prepare cash flow considerations
- Recommend records for review
- Explain changes using available evidence
- Escalate decisions to authorised people
Act
- Prepare reports
- Create reconciliation tasks
- Request missing documents
- Prepare payment packages for approval
- Send approved payment reminders
- Process approved payments
- Update approved records
- Route exceptions
- Schedule financial reviews
- Prepare invoices or financial documents for approval
- Monitor completion
- Notify authorised stakeholders
- Maintain supporting evidence
Trust
- Restrict access by role
- Require human approval for payments, transfers, commitments, and sensitive changes
- Never auto-run payments, transfers, or commitments
- Maintain complete activity history
- Show source records
- Prevent unsupported financial conclusions
- Escalate conflicting information
- Apply financial limits
- Protect sensitive data
- Allow authorised people to stop workflows immediately
Categories only
Systems Connected
- Accounting systems
- Billing systems
- Payment systems
- Banking information systems
- Revenue systems
- Customer systems
- Operational systems
- Document systems
- Approval systems
- Databases
- Reporting systems