AI staff
Finance AI staff
Close books faster with consistent document handling and fewer manual hand-offs.
Highlight outcomes
- Invoice and receipt capture with OCR-style extraction into drafts for your spreadsheet or ERP.
- Spend and policy checks against meeting decisions and uploaded policies.
- Month-end packs: summaries, exceptions, and audit-friendly references.
In the product console
In the product console, Finance AI connects documents, meetings, and policies so reviewers get draft lines, variance hints, and citations—nothing posts to your ledger without explicit human approval.
Invoice & receipt captureOCR-style line extractionGL draft suggestionsPolicy & approval gatesMonth-end checklist packsAudit-friendly citations
How the finance flow fits together
Typical outputs
1
Close-ready pack
Summaries, exceptions, and links back to source PDFs and meeting decisions.
2
Spend checks
Hints mapped to your uploaded policy excerpts—not generic web answers.