The AI kit for Financial Controllers

Builds budgets, forecasts, and scenario plans from your historicals; e.g., model a 10% revenue drop and show the cash impact.

Prepares and reviews statements under IFRS or GAAP; e.g., draft a consolidated balance sheet with the disclosure notes your auditor expects.

Breaks actuals against budget into drivers; e.g., split a $40k marketing overspend into timing, volume, and price.

Builds cash flow statements, 13-week projections, and working capital analysis; e.g., show how slower collections push your cash trough.

Like "Build A Month-End Close Checklist"

Like "Draft Budget Instructions For Departments"

Like "Write Budget Variance Commentary"

Like "Draft Short-Term Cash Flow Forecast"

Every figure in the board pack is consistent, traceable and uses the approved definition.

No vendor invoice is paid twice.

A reproducible reconciliation workpaper where every difference is explained or queued.

Intercompany balances agree, with every difference explained.

Let your AI search your Box files, answer questions about them, and pull out details for you.

Let your AI assistant open and work inside real Microsoft Excel on your Windows PC.

Let your AI open and read the files attached to your Outlook emails, and send local files as drafts.

Lets your AI read, write, and format your Google Sheets for you, right from the chat.

ReconXi streamlines financial reconciliation by automatically aligning bank statements with company ledgers. Upload CSV files to identify discrepancies swiftly,

Clemta Intelligence automates bookkeeping, tax preparation, and financial reporting, helping businesses save time and reduce errors so you can focus on growth a

Docsumo leverages AI and OCR to automate data extraction from unstructured documents like invoices and contracts. It enhances efficiency and accuracy while redu

Kudra is an AI-driven platform that automates data extraction from documents like contracts and invoices using OCR and NER. It significantly reduces manual work

Cuts close effort while keeping every number traceable; e.g., link each trial balance figure to its source document.

Collects accrual evidence before judgment is applied; e.g., chase vendor confirmations so accruals are supported at close.

Shows why a close task is blocked and who owns it; e.g., flag that revenue recognition waits on the sales contract.

Keeps calculated variance separate from management's explanation; e.g., show the $40k gap before the story attached to it.

Builds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.

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

Audits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.

Configure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.