Caso de uso

AI for finance & admin teams

Invoice processing, reconciliation, and reporting that doesn't require another headcount.

Para que as equipes nos contratam

Três tarefas que as equipes de financeiro nos entregam

  • 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.

O que construímos

O que construímos para equipes de financeiro

  • 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.

O tempo perdido, tornado visível

Comece pelas horas que a sua equipe de financeiro perde

Descobrimos onde a equipe perde tempo, mostramos quanto isso custa e construímos a solução. Três serviços levam você de encontrar as tarefas até a equipe usar o resultado.

  • Consultoria de IA

    Descubra onde a IA compensa: as tarefas ordenadas, quanto cada uma custa hoje e por onde começar.

    Saiba mais
  • Implementação de IA

    Ponha para trabalhar e mantenha em funcionamento: a IA faz o volume e uma pessoa confere o resultado.

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  • Treinamento em IA

    Faça a equipe usar: treinamento por função, ligado aos fluxos de trabalho que construímos.

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Perguntas

Perguntas frequentes

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.

Conte-nos qual tarefa leva mais tempo.

30 minutos, sem preparação. Dizemos com honestidade se a IA pode ajudar e por onde começar.