The AI kit for Finance and Accounting specialists

Builds a 12-month revenue and expense forecast from your history, then shows best, base, and worst case.

Turns your income statement and balance sheet into ratios, common size columns, and a DuPont breakdown.

Forecasts weekly cash, flags slow-paying customers, and suggests when to delay a supplier payment.

Builds next year's budget by department and explains each variance against actuals with a short note.

Like "Analyze AR and AP for Cash Flow Optimization"

Like "Budget Creation and Optimization"

Like "Budget Compliance Review"

Like "Evaluate Portfolio Performance"

A model that passes all test cases after the repair.

Every claim payment goes to the correct, verified payee.

Every commission line reconciled or explained.

A deferred tax roll-forward in which every movement is tied to a transaction.

Build this so every number in your monthly report links back to the source file it came from.

Build this to turn supplier PDFs into spreadsheet rows with a visible audit trail.

Build this to answer auditor requests with evidence you already approved, without losing the lineage.

Build this to turn ledger activity into a readable evidence story without adding new accounting conclusions.

Audits expense folders: reconciles receipts to statements, flags issues, and reports.

Reads messy invoice files, renames them consistently, and sorts them into tax-ready folders.

Tracks unpaid invoices and writes the follow-up that gets you paid without burning the client.

Sweeps your folders for tax documents and builds a CPA-ready package with a chase list.