AI for finance & admin teams
Invoice processing, reconciliation, and reporting that doesn't require another headcount.
Three jobs Finance teams hand to us
Invoice processing
Extract, code, route for approval, post to quickbooks.
Reconciliation assistant
Bank-to-ledger matching, exceptions flagged.
Reporting automation
The friday-csv-to-dashboard pipeline, self-serve.
Things we build for Finance teams
Invoice processing
Extract, code, route for approval, post to QuickBooks/NetSuite. With audit trail.
Reconciliation assistant
Bank-to-ledger matching across multiple accounts. Flags exceptions, doesn't auto-resolve them.
Reporting automation
The Friday-CSV-to-dashboard pipeline. Self-serve, with the calculations your CFO actually trusts.
Expense and policy review
Flags policy violations before they get approved. Drafts the awkward email to the offender.
Start with the hours your Finance team loses
We find where the team loses time, show what it costs, and build the fix. Three services take you from finding the jobs to your team using the result.
AI consulting
Find where AI pays off: the jobs ranked, what each costs today, and what to do first.
Learn moreAI implementation
Put it to work and keep it running: AI does the volume, a person checks the result.
Learn moreAI training
Make the team use it: role-specific training tied to the workflows we build.
Learn more
Common questions
How is this different from bill.com, ramp, or the ap module in quickbooks?
Those tools work well if every vendor invoice arrives in the same shape on the same channel. they struggle with the long tail: pdf attachments to email, scanned invoices, the supplier who still mails paper. we build the intake + coding layer that handles those — and posts to bill.com, ramp, quickbooks, or netsuite once approved.
Does the ai auto-resolve reconciliation breaks, or does a human still sign off?
Humans sign off. the reconciliation assistant matches what it can confidently and flags exceptions for a person to clear. nothing posts to the ledger without human approval — the audit trail records who matched what, when, and on what basis.
What does the first version look like?
A common first version is invoice intake + coding from email and pdf, posting to quickbooks after human approval. reconciliation and reporting usually come next.
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Tell us which job takes the most time.
30 minutes. No preparation needed. We will tell you honestly whether AI can help, and where to start.