01
Finance ERP core
Connect ledger and operational data to support reconciliation and the close process. Give teams a clearer view of outstanding items and the information needed to resolve them.
← All industriesClarity in every close.
FINANCIAL SERVICES
Clarity in every close.
Confidence in every decision.
Connect financial data, reduce repetitive reconciliation, and bring exceptions into focus, with people in control of consequential decisions.
Explore solutions ↓THE OPPORTUNITY
Make the numbers easier to act on.
Finance teams work across ledgers, invoices, statements, and approval systems. When those records are disconnected, month-end becomes a search for missing context. We bring automation and applied AI to the workflows behind financial control, helping teams focus their attention on exceptions that need judgement.
SOLUTIONS & CAPABILITIES
Intelligence where it matters.
02
Transaction data shield
Identify sensitive account, card, and customer information across connected workflows. Shape access and handling controls around the data your teams need to use.
03
Financial analytics
Turn transaction and operational data into dashboards that support investigation and planning. Explore trends, review underlying records, and make assumptions visible.
04
Access, audit & sign-on
Bring identity and access controls together across finance applications. Support traceable activity and risk-aware review of access to sensitive financial workflows.
05
Autonomous finance agents
Use agents to propose matches, flag anomalies, and prepare exception resolution steps. Define which actions can run automatically and which require a person’s approval.
06
Invoice & statement AI
Extract information from invoices and statements for review and entry into finance systems. Route uncertain fields and mismatched records to a human instead of silently accepting them.
AN ILLUSTRATIVE WORKFLOW
What this can look like.
01
Bring records together
Collect the relevant ledger entries, bank statements, and invoice records for a defined reconciliation workflow.
02
Find matches & exceptions
Prepare candidate matches and flag missing information or unusual transactions for review.
03
Resolve with a record
An authorised reviewer confirms the next action, with supporting context retained for the team’s audit process.
BUILT AROUND YOUR OPERATIONS
A considered foundation.
Financial workflows need clear ownership. Define approval thresholds, access permissions, exception handling, and traceability before introducing automation. An anomaly is a signal to investigate, not proof of fraud; model output should support accountable review.
Explore our delivery approach ↗COMMON QUESTIONS
Start with clarity.
Does automation remove the review process?
No. The workflow should specify which routine steps can be automated and which financial actions require approval. Those boundaries are agreed during design.
Can invoice capture handle uncertain data?
A practical capture workflow includes confidence checks and exception queues. Fields that cannot be reliably interpreted can be routed for review before entry into a downstream system.
What makes a useful initial project?
A clearly bounded reconciliation or invoice workflow can make a good starting point. Discovery establishes the data sources, exception types, and measures your team will use to evaluate it.
PLANNING YOUR FIRST PROJECT
From opportunity
to a focused implementation.
01
Understand exception patterns
Review how reconciliation differences and invoice mismatches are currently resolved. Identify the supporting records reviewers need and distinguish predictable cases from those requiring judgement. This gives automation a defined role in the close process.
02
Preserve the review context
A proposed match or flagged transaction should be accompanied by the information that led to it. Decide what the reviewer needs to see and which decisions require approval before a record is changed in a connected financial system.
03
Evaluate the whole workflow
Assess extraction quality, exception routing, review effort, and the completeness of supporting records. A useful pilot shows how the process works from input to resolution, including what happens when data is missing or a match is uncertain.
LET’S BUILD WHAT’S NEXT
Let’s talk
financial services.
Bring us your complex challenges.
Let’s turn them into your next advantage.