Solutions Automate Reporting & Forecasting

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.

Approval Workflow Automation

Handle routine sign-offs instantly.

Financial Insights Dashboard

Visualize cash flow and budgets.

Forecasting Assistant

AI-powered predictive models.

Compliance Tracker

Flag anomalies and policy violations.

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

How secure is financial data?
Only when approved; workflows can remain fully supervised.
Will AI replace accounting software?
No — it augments and connects your existing systems.
How accurate are forecasts?
Only when approved; workflows can remain fully supervised.
Can it automate reimbursements?
Only when approved; workflows can remain fully supervised.
Does it support multi-currency?
Only when approved; workflows can remain fully supervised.

Ready to automate your finance workflows?

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