AI for finance and accounting
Help your team process documents, find supporting information and prepare routine material with traceable sources and human review.
Current challenges
- Teams repeatedly extract and reconcile information from varied documents
- Supporting records are distributed across files, email and business systems
- Sensitive financial information needs controlled access and traceable processing
How we help
- Extract document fields into structured records with validation and exception review
- Search approved contracts, transaction documents and internal guidance
- Prepare supporting material and draft responses for review by the responsible team
Finance and accounting workflows combine structured records with documents that arrive in different formats. We build applications that help employees move between those sources, with checks around the information that enters a business record.
Make extracted information reviewable
A document processing workflow can identify required fields, normalize formats and present exceptions to a reviewer. We retain the connection to the source so that a person can inspect an ambiguous value before it is accepted.
We agree on validation rules and approval points with your team. The initial scope can prepare a record for review without automatically making payments or changing finalized records.
Find the material behind a request
Enterprise search can help employees locate relevant contracts, supporting documents and internal procedures. Answers link to the source material, and retrieval is limited to the information the user is authorized to access.
We evaluate the system on representative records and questions, including incomplete documents and conflicting information. The deployment plan accounts for your organization’s data handling and operating requirements.
Explore workflow automation for processing tasks and business system integrations for connecting the application to your existing environment.