Industries · Finance Teams
AI for finance teams.
Your team was hired to steer the numbers — not to copy them between systems. We automate the close, the reporting, and the data work underneath it.
Where the hours go
Month-end close drags on
Reconciliation, variance analysis, and reporting by hand — days of work that repeat every single month.
Excel as the reporting backbone
Static reports rebuilt manually each cycle, fragile links, version confusion — and no time left for analysis.
Numbers scattered across systems
ERP, CRM, spreadsheets, banking portals — management questions take hours because no single view exists.
What we automate for finance teams
Every system follows the same rule: AI proposes, your team approves. Financial data stays in your systems — agents access it read-only via MCP connectors.
Month-end close
Automated reconciliation and variance analysis preparation — your team reviews and decides instead of typing.
Finance automation serviceManagement reporting
Power BI dashboards connected to your source systems — real-time KPIs instead of month-old snapshots.
Power BI serviceExcel to Power BI migration
Structured migration of grown Excel reporting — with a checklist for the typical pitfalls.
The migration guideFinancial master data
Duplicates, format drift, and missing identifiers cleaned up with human approval gates — so reports stop arguing with each other.
Data quality serviceDocumented in two client projects
For a Swiss manufacturing company we automated reconciliation, variance analysis, and reporting — the case study documents a month-end close reduced from 12 to 5 days, with ~40 h/month estimated time saved and ~4.1 months estimated payback.
Finance automation case studyFor a professional services firm we built a Power BI solution connecting seven data sources — documented with ~15 h/week estimated time saved and ~2.8 months estimated payback.
Power BI case studyTwo in-depth articles on Power BI for finance teams — read them in the Insights hub.
How many days does your close take?
Free 30-minute call — we walk through your close calendar, not a slide deck.
Get in touch