Finley, the finance maestro

Finley is your go-to AI agent for all things finance. He specializes in automating intricate workflows—from PO processing and invoice matching to controllership tasks such as reconciliation, journal entries, and GL codings.

Process purchase orders (POs) and invoices across ERP, CRM, and accounting systems
Automate invoice matching and reconciliation
Track orders and update stakeholders on status

Automate reconciliation, journal entries, and general ledger (GL) coding
Manage accounts payable (A/P), accounts receivable (A/R), payroll, and expense tracking
Support cost accounting, month-end closing, and financial reporting

Perform trend analysis for strategic planning
Enable dynamic capital allocation based on market conditions
Monitor competitive activity and predict revenue fluctuations

Provide predictive cash flow forecasting and real-time decision support
Optimize working capital management and investment planning
Manage loans and financial assets efficiently

Generate unified digital reports combining plans, forecasts, and actuals
Provide real-time tracking of key financial metrics
Deliver conversational insights for decision-making

Automate audit report generation and compliance tracking
Detect early fraud indicators and manage financial risks
Implement response mechanisms for regulatory changes