Services
Finance intelligence agents
Reconciliation, cashflow visibility and runway alerting over the accounting system you already run.
What this service does and how it is delivered. For work already shipped, see the case studies.
The problem
Finance answers arrive a month late because the numbers are assembled by hand after the period closes. By the time the position is clear, the decision it should have informed has already been made.
What we do
- Connect the accounts and the accounting system
- Categorise transactions, queuing uncertain ones for review
- Reconcile entries against invoices and bills
- Recompute the cash position and forward projection on a schedule
- Alert on the conditions you nominate
What you get
Reconciliation
Bank entries matched against invoices and bills, with the exceptions listed.
Cash visibility
Position and forward projection recomputed on a schedule rather than at period end.
Receivables follow-up
Ageing tracked and reminders sent at the intervals you set.
Alerting
Runway, concentration and unusual-payment conditions raised when they occur.
Connects to
Worth knowing
Delivered on FinOptic. This is the build-and-integrate engagement; FinOptic itself is listed under Products.
Run this in your business?
Tell us the process you want automated and we will show you how it runs as agents.
Request early access