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AI for Finance Teams

Financial intelligence that never leaves your perimeter.

Give every finance professional an AI assistant trained on your chart of accounts, reporting standards, and approval workflows — without exposing sensitive numbers to third-party APIs.

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The problems we solve

Month-end close still takes weeks

Reconciliation, variance analysis, and consolidation consume cycles that should drive strategic planning.

Regulatory scrutiny blocks external AI

SOX, FCRA, and internal audit policies prevent sending financial data to cloud AI providers.

Analyst bandwidth is the bottleneck

Every ad-hoc report request competes with recurring deliverables, leaving leadership without timely insights.

What your EA can do

  • Automated variance analysis and commentary drafting
  • Board deck preparation and KPI narrative generation
  • Audit evidence collection and control testing summaries
  • Expense categorization and policy compliance checks
  • Cash flow forecasting from historical patterns

Expected Impact

40% faster month-end
close Time
3× faster evidence gathering
audit Prep
SOX / FCRA compatible
compliance

Ready to try it?

Deploy your team's AI assistant in under a week. No ML expertise required.

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