Invoices arrive outside the ERP
Teams monitor inboxes, portals and files; validate data; find POs and receipts; code; route approvals; and post transactions.
Transform finance operations with governed AI across transactions, controllership and decision intelligence.
Without replacing your ERP or CRM. HachiAI deploys and operates role based Intelligent Digital Workers across finance workflows, while HachiAI Pulse adds governed decision intelligence for planning, performance and cash. Lower transaction cost, faster cash, shorter close, stronger control, more capacity and better decisions.
Full audit trails. Human in the loop. Payment after results. Live in weeks.
2026IDC CIO Awards Canada winner
97%+AP processing accuracy
Up to 80%less manual effort
80% to under 20%Direct human involvement in supplier inquiries
Runs inside the finance systems you already own
ERP and accountingProcurementCRM and collectionsBank and paymentsExpense and payrollEmail, files and portalsand 200+ more.
Finance systems are digital. Much of the work around them is still manual.
The friction sits between systems, documents, policies and exceptions, and consumes the capacity finance needs for control and insight.
Cash depends on coordination
Billing, collections, disputes, remittance matching and cash application span systems and repeated follow up.
Close depends on manual evidence
Reconciliations, journal support, variance investigation, workpapers and close tracking consume time across the team.
Planning depends on reconciled data
FP&A and treasury often wait for manual data preparation, reconciliation and explanation before decisions can be made.
Routine inquiries interrupt the team
Suppliers, customers, managers and auditors ask for facts employees must retrieve from the ERP and supporting records.
Master data creates downstream risk
Vendor, customer, bank and tax changes require documents, validation, approvals and audit evidence across systems.
The finance bottleneck is not one application. It is the manual operating layer connecting systems, evidence, rules and decisions.
Three finance IDWs, working alongside your team.
One worker for each core flow of the finance function, each custom built and fully managed by HachiAI: designed, deployed and monitored end to end, so finance keeps policy, judgment and sign off instead of the data entry.
AP Specialist IDW
Receives supplier invoices from inboxes, portals and files, validates them, matches to POs and receipts, codes the ledger, routes exceptions and posts approved transactions; answers routine invoice and payment status questions from approved system data. Works with the Supplier Inquiry, Expense Audit and Tax and Compliance Support IDWs.
81,000+ invoices uploaded into the ERP since go live at 97%+ accuracy in one deployment.
Workflow trace
ReceivePassed
ValidatePassed
MatchPassed
CodePassed
ApprovePassed
PostOutcome
Human review on policy exceptions, material coding decisions, approval authority and sensitive supplier issues.Every action logged
AR Collections IDW
Builds invoices from approved evidence, prioritizes aging, executes approved outreach, records responses, assembles dispute evidence, reads remittances, matches receipts and posts validated cash. Works with the Billing, Dispute and Deduction and Cash Application IDWs.
CLP $123M+ collected in 2.5 months and 4,000+ hours reclaimed in one deployment.
Workflow trace
BillPassed
Monitor agingPassed
CollectPassed
Resolve disputesPassed
Apply cashPassed
ReconcileOutcome
Human review on commercial negotiation, credit decisions, dispute judgment, write offs and policy exceptions.Every action logged
Reconciliation IDW
Matches bank, card, intercompany, subledger and balance sheet records, prepares exceptions, assembles support and draft entries from approved templates, tracks tasks, approvals and evidence across the close calendar and prepares audit ready workpapers. Works with the Journal Preparation, Close Coordinator and Audit and Controls IDWs.
Measured on days to close, reconciliation cycle, open exceptions, rework and evidence completeness against your baseline.
Workflow trace
Collect evidencePassed
ReconcilePassed
InvestigatePassed
Prepare entriesPassed
ReviewPassed
CloseOutcome
Human review on accounting judgment, material adjustments, review and approval, policy interpretation and sign off.Every action logged
Finance results from live deployments.
Real finance automations, run end to end across different systems and industries. Client results are shown anonymized by industry.
A national senior living operator uploads AP invoices into Yardi across 100+ residences.
Outcome81,000+ invoices since go live at 97%+ accuracy
Read Story A LATAM freight forwarder reclaimed 4,000+ hours with automated AR in Oracle NetSuite.
OutcomeCLP $123M+ collected
Read Story A multinational metal manufacturer runs payables, receivables and cash application across three countries in SAP and Oracle JD Edwards.
Outcome14,000+ invoices, 5x throughput
Read Story ChatGPT and Claude alone cannot transact at the certainty your ledger demands.
Public models are strong writers and confident guessers. Finance cannot run on guesswork. A governed IDW adds the four things a raw model cannot.
Transaction-grade accuracy
97%+ AP processing accuracy across recognized production deployments, with human approval on the edge cases and a full audit trail behind every posting.
Controls built in
Coding, matching, tax and tolerance rules, confidence and materiality thresholds, approval levels and segregation of duties are part of the workflow, not bolted on. The IDW runs only the controls your finance team signed off.
Model agnostic
The IDW picks the right model for each step, routed for the best accuracy at the lowest cost, whether Claude, GPT, Gemini or a private local model. You are never locked to one vendor.
Secured and certified
Your finance data is never used to train public models. A governed operating model supported by audited management systems and contractual controls, deployed in HachiAI managed cloud, your cloud, hybrid or on premises where the use case and contract support it.
What makes the IDW different?
Beyond OCR
OCR only reads the document. The IDW validates it, routes it, posts it and records the evidence.
Beyond RPA
RPA breaks when the screen changes. An IDW handles changing documents, exceptions, unstructured inputs and the judgment calls finance work requires.
Beyond a copilot
A copilot suggests, it does not act. The IDW does the repeatable work under defined permissions, so your team is not carrying every next step.
Beyond the three core flows.
Not every finance opportunity is transaction execution. Some require governed insight, explanation and action; some are recurring roles that consume finance capacity when data, controls or evidence are incomplete.
FP&A and performance intelligence
HachiAI Pulse explains budget against actuals, drivers, trends and scenarios from approved data, and tracks KPIs, variances, exceptions and emerging operating risks.
Treasury, cash and risk
Pulse surfaces liquidity, cash conversion, payment timing and forecast drivers, and identifies cost pressure, anomalies and forward looking exposure.
Management reporting and executive insight
Pulse creates traceable narrative, variance explanations and decision ready summaries; leaders ask finance questions in plain English and see sources, assumptions and refresh time.
Expense, corporate card and vendor master
Validates receipts, policy, duplicates, budgets and approvals; validates tax forms, bank details and supporting documents and routes sensitive changes for approval.
Customer master, credit and finance inquiries
Collects onboarding data, validates terms and tax details, establishes approved records and routes credit decisions; answers supplier, customer, manager and auditor questions from approved system facts.
Tax, compliance and controls monitoring
Assembles recurring data, validates requirements and prepares approved workpapers or submissions; tests defined transaction populations and surfaces control exceptions with evidence.
The portfolio can expand role by role without forcing a new finance platform or replacing the systems of record.
From your real process to live production, in weeks.
We begin with how the work really moves through your AP, AR and close, then build the worker around it.
Private, governed, audit-ready by default
Finance keeps policy, judgment, approval and accountability. IDWs execute only within approved rules, thresholds and human boundaries; consequential actions remain traceable.
Approval gates
High value, sensitive, novel, low confidence and policy defined exceptions are routed to the right person with the evidence before the IDW posts.
Segregation of duties
The IDW follows your approval matrix. It cannot create, approve and post sensitive transactions through one unchecked path.
Audit evidence
Every step is recorded: the source, the rule, the model and decision, the approval, the system action and the before and after evidence.
Data privacy
Your finance data stays in the deployment environment you choose. The IDW only uses the files, systems and fields needed for the approved workflow.
Rollback and corrections
If something needs to be reversed or corrected, the workflow keeps the history intact so finance can see what changed and why.
Scoped access
The IDW gets access only to the systems and actions required for its role. No broad permissions, no open ended system access.
What finance leaders ask first.
What is an Intelligent Digital Worker (IDW)?
An IDW is a governed AI worker that runs a complete job role inside your existing systems: it reads the documents, applies your rules, makes policy based decisions, acts across your ERP, CRM and legacy tools, and routes the exceptions to a person. It owns the role, not a single task.
Do we have to replace our ERP or adopt new tools?
No. IDWs work inside the systems you already run, SAP, NetSuite, Dynamics, Yardi, QuickBooks and 200+ others, using certified APIs where they exist and secure application interaction where they do not. No rip and replace, no new platform for your team to learn.
Where should we start?
With the finance area where manual effort, cash, control or decision friction is highest. Invoice volume or an AP backlog points to invoice to ledger. DSO, collections or unapplied cash point to aging to cash. Close delays or reconciliations point to transaction to close. Management insight or forecasting points to Pulse for finance. Master data or inquiry burden points to an adjacent finance IDW. If it is unclear where value is highest, a finance assessment baselines the workflows and defines the business case.
How accurate is invoice and transaction processing?
97%+ AP processing accuracy across recognized production deployments, with human review on low confidence edge cases and a full audit trail on every action. Accuracy is measured against the scope we sign off with you, not a generic benchmark.
How do you handle controls and segregation of duties?
IDWs never operate unchecked: scoped credentials, policy based approval thresholds, human review on high risk writes, immutable before and after audit trails, low confidence escalation, and rollback where an action is reversible, with defined remediation and escalation where it is not.
When do we pay?
You pay for outcomes, not software. IDW fees start only after the worker is live and meeting the scope we sign off together, so you see measurable results before you pay for them. See what one IDW is worth in your business on the ROI calculator.
Find the finance work costing you the most.
We find your highest value finance workflow, map the controls, and show what governed, outcome owned execution looks like in your environment.