01Input
Structured input
Facts, context, and constraints captured before any model call.
AI for finance teams
Month-end close, expense triage, and reporting QA — without losing the review trail.
Finance is where unreliable AI output gets caught. We design workflows where structured inputs feed an AI draft, the team validates against tiered checks, and the close ships on schedule with the audit trail intact.
Compressed
Close cycle with AI handling first-pass reconciliation drafts
Exception-only
Escalation to senior finance staff
Auditable
Every AI-assisted step has a documented review trail
Outcomes here are described qualitatively — finance engagements move on cycle time, exception load, and reporting consistency, and we design the measurement loop into the rollout.
The problem
Finance can't accept AI without a verifiable review trail.
Most finance AI pitches assume the team will simply trust the output. They will not — and they shouldn't. The work is to design AI into the parts of the close, the triage, and the reporting cycle where the review path is already strong, then make that path explicit.
The workflow
The operating path for finance work.
Each step has an explicit owner, a controlled AI role, and a review point before the output becomes operational.
02AI draft
AI draft
Model produces a first pass against a documented standard.
03Review
Human review
Operator checks output against a tiered quality checklist.
04Approval
Approval gate
Owner signs off, or escalates the exception path.
05Delivery
Delivery
Result lands in the system of record with audit trail.
Structured inputs from your ledger and policy library feed the AI draft. The team validates against a checklist before any number ships to leadership or the board.
What we ship
Possible workflows for finance & accounting.
- 01
Month-end close compression with exception routing
- 02
Expense and vendor invoice exception triage
- 03
Financial reporting QA against documented standards
- 04
Board and management reporting pack drafting
- 05
Contract and vendor renewal review workflows
FAQ
The questions finance leaders ask first.
- Will AI touch the general ledger directly?
- No. AI drafts. Humans approve. The workflow assumes nothing posts without an explicit owner signing off, and that owner sees the AI rationale alongside the draft.
- What about regulator and audit posture?
- The review trail is the design goal — not a side effect. Every AI-assisted step records its inputs, prompt, model, and the reviewer who approved the output.
- How does this integrate with our existing ERP?
- We don't replace your ERP. We wrap a workflow around it. The AI step lives in the workflow tool you choose; the system of record stays where it is.
Next step
Bring one finance workflow.
The fastest way to evaluate fit is to start with a workflow your team already knows is expensive, slow, or inconsistent.