AI services
03 / Finance & Accounting

AI automation for invoices and finance back office,
on autopilot.

Four ways AI takes the manual work out of finance: invoice processing, cash visibility, instant answers, and reconciliation. Everything below is live on this page. Everything below ships tuned to your books.

Use case 01

From PDF to posted, and filed to myDATA

AI reads any supplier invoice, codes it to the right account, matches the PO, and files it to myDATA. No templates, no typing. With B2B e-invoicing mandatory from 2026, this stops being optional.

Extracting
1,283
processed today
Supplier invoice
Extracted fields
VendorNimbus Cloud Ltd
Invoice no.INV-2048
Date14 May 2026
Net€2,000.00
VAT 24%€480.00
Total€2,480.00
GL 6261, Services
✓ Matched PO-1182 (3-way)
Sent to myDATA · UID a3f9…
Use case 02

Know your cash 13 weeks out

AI forecasts inflows and outflows at the line-item level, warns you about a shortfall weeks before it happens, and flags the duplicate payment before it ever leaves your account.

Cash forecast92% forecast accuracy
min cash
Projected shortfall €18,400 · Week 7
Duplicate · INV-2231 / INV-02231 · €4,120 · 98% match
Use case 03

Ask your books anything

Plain-language questions over your P&L, budget and ledger, answered instantly, with every number cited back to its exact source. No more hunting through spreadsheets.

Answering
You
What was Q3 marketing spend vs budget, and why the variance?
Q3 marketing was €142,300 vs €120,000 budget, 18.6% over, driven mainly by a €19k campaign overspend
Grounded inP&L p.4Budget Q3GL 7012
Confidence85%
Use case 04

Close the books while you watch

The agent matches bank to ledger in real time, untangles the lump-sum payment that covered three invoices, and flags only what genuinely needs a human.

Reconciling86%reconciled
Bank
May 3€1,240
May 6€8,900
May 9€540
May 12€2,110
Ledger
INV-301€1,240
INV-288€3,200
INV-290€3,700
INV-295€2,000
match_exact()
fuzzy_match(lump-sum)
flag_variance()
47/49 matched · 1 lump-sum split · 1 flagged · close 4 min
How we work with you

The first two steps are free. We map the fit and ship a working proof of concept on your own data before you spend a euro.

01Free
Discovery

A short workshop to map where it fits, and where it doesn't. Honest, opinionated, no slideware.

02Free
Proof of concept

We build a working proof of concept on one real problem of yours, at no cost. You watch it run on your own data before committing to anything.

03
Build

Production deployment with the integrations, evals and guardrails it needs to be trusted with real work.

04
Run

We keep it healthy, evolve it as your needs change, and hand it over cleanly whenever you want it in-house.

Plugs into the tools you already run
SoftoneEpsilonEntersoftXeroQuickBooksSAPmyDATABank feeds
Tailored to you

This is a sketch.
Yours is built on your books.

Everything above is a demo. The real system runs on your accounting stack (Softone, Epsilon, Entersoft, Xero, QuickBooks, SAP), connected to your bank and myDATA. Tell us your setup and we'll show you what's possible.

Start a conversation →

Figures shown are illustrative.

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