Finance AI Workflow Implementation Map
An interactive ERP diagnostic and ROI simulator for CFOs and Controllers. Select a high-friction finance process below to simulate capacity reclamation, explore the 3-tier agent architecture, and test our human-in-the-loop safety gate.
Which manual workflow would you like to map?
Autonomous AP Invoicing & 3-Way Matching
Ingests vendor PDF invoices directly from emails or portal uploads, extracts line items with 99%+ OCR accuracy, performs 3-way matching against purchase orders and receiving logs, flags price discrepancy anomalies, and drafts double-entry GL batches for controller review.
1. Ingestion & Document Triggers
- Inbound AP mailbox listener (PDF / TIFF)
- Vendor portal webhook uploads
- Ramp / Brex transaction events
2. Agent Reasoning & GAAP Validation
- Structured multi-modal OCR extraction
- PO vs. Invoice vs. Receiving 3-way match
- GL account & department auto-tagging
- Fraud & price variance anomaly checks
3. ERP Sync & Audit Logging
- Draft bill creation in NetSuite / ERP
- Slack notification for out-of-policy exceptions
- Immutable ASC 350-40 audit log archive
How our AI prevents financial errors & protects your GL
The AI agent never blindly posts unverified transactions. In-policy items auto-post; anomalies pause for Controller approval.
"Agent detected unapproved host usage overage. GL posting paused. Awaiting Controller review."
Simulate your annual cost savings & payback timeline
The $5,000 Finance AI Implementation Sprint
14-Day Production Deployment. You own 100% of the code, IP, and balance sheet asset.
What We Deliver in 14 Days:
- 1 Custom Autonomous Finance AI Workflow deployed in production (AP, Close, or Renewal)
- Direct API integration with your existing ERP (NetSuite, QuickBooks, Sage, or Postgres)
- Complete client ownership of all source code, prompts, and database schemas
- ASC 350-40 Capitalization Documentation Package for your CPA
- Live executive training session and operator runbooks for your finance team
- Zero ongoing vendor lock-in — built on your own cloud infrastructure
14-Day Sprint Timeline:
Map ERP data schemas, establish sandboxed credentials, and sign off on workflow logic.
Engineer the LLM reasoning loops, OCR extraction pipelines, and double-entry sync rules.
Run historical discrepancy testing, deliver CPA capitalization binder, and go live.
Request Your Blueprint & Book Sprint
Receive your complete technical blueprint and lock in your $5,000 sprint slot.