Finance & Admin
Finance Automation
Close faster. Report cleaner. Forecast confidently.
Finance teams in middle market companies are perpetually stretched. Month-end close takes too long. Reports are assembled manually. AR collections are inconsistent. Finance Automation addresses the operational layer of finance so your team can focus on analysis and strategy.
The Problem
Why this matters
Finance teams spend 60–70% of their time on operational tasks — data gathering, reconciliation, report formatting, and chasing approvals. The close takes two weeks. The CFO is building spreadsheets instead of providing analysis.
Capabilities
What Finance Automation handles
AP automation and three-way matching
AR management and collections
Expense report processing
Month-end close management
Financial report automation
Revenue recognition automation
Multi-entity consolidation
Cash flow forecasting
In Depth
How it works in practice
Forecasting
Most middle market forecasts are a spreadsheet maintained by one person and rebuilt each cycle. Forecasting runs from live ledger, pipeline, and payroll data, so the base case updates continuously and the assumptions behind it stay visible.
- Cash flow projections driven by live AR, AP, and payroll data
- Revenue forecasts reconciled against pipeline and booked backlog
- Scenario modelling with assumptions stated explicitly
- Forecast-to-actual variance tracked so accuracy is measurable
- Material changes flagged for review rather than absorbed silently
In Practice
How companies use it
01
Accelerated Month-End Close
Close tasks are assigned, tracked, and escalated automatically. Journal entries are prepared from system data. Financial package is compiled automatically — reducing close from weeks to days.
02
AR Collections Automation
Invoices are sent, aging is monitored, and multi-touch collections sequences run automatically based on aging bucket, customer size, and relationship rules.
03
Expense Report Processing
Submitted expenses are reviewed against policy automatically, non-compliant items flagged for review, compliant items processed, and reimbursements initiated.
04
Financial Reporting Package
Monthly P&L, balance sheet, cash flow, budget vs. actual, and key financial metrics compiled and formatted automatically for leadership and board review.
Outcomes
Finance Automation outcomes
Real results from Operating AI™ deployments across middle market companies.
Faster month-end close
Reduction in AR days outstanding
Expense policy compliance rate
Saved per week in financial reporting
Integrations
Integrates with your stack
Operating AI™ connects natively with the systems your business already uses.
Implementation
From conversation to deployed solution
Week 1–2
AI Readiness Assessment
Map your systems, data sources, and workflow requirements.
Week 3–4
Solution Architecture
Design the agent workflows, integrations, and governance framework.
Week 5–8
Build & Configure
Develop agents, connect integrations, and configure approval workflows.
Week 9–10
Test & Refine
Validate performance, tune responses, and train your team.
Week 11–12
Deploy & Adopt
Phased rollout with change management and user training.
Ongoing
Monitor & Optimize
Continuous performance monitoring, improvement, and expansion.
FAQ
Frequently asked questions
We support NetSuite, QuickBooks, Sage Intacct, Xero, and SAP as primary accounting integrations. We also build integrations for industry-specific financial systems.
Get started
Ready to implement Finance Automation?
Talk to an Operating AI™ specialist about your business requirements.