Auditoria SmartResearch gives CFOs an explainable conversational AI finance analyst
SmartResearch brings conversational finance analytics to CFO teams, fusing ERP and market data for instant, traceable answers. Q&A, visuals, forecasts, and ERP/EPM integrations.
Auditoria SmartResearch brings conversational finance analytics to the CFO's desk
Auditoria SmartResearch combines finance-tuned language models with ERP and real-time market data to deliver reactive reporting for finance teams. Announced at Workday Rising 2025, it's positioned for CFOs and FP&A leaders who need answers fast-without waiting on static reports.
This is an agentic AI finance analyst that pulls explainable insights from ERP systems, inboxes and trusted external sources. The goal: faster decisions with traceability you can defend.
What it does
- Natural-language Q&A for finance. Ask a question, get finance-ready answers in seconds.
- Generates on-demand visuals, charts, tables and forecasts-no pivot tables or static dashboards required.
- Built-in explainability: source lineage, confidence scores and a reasoning chain for every response.
- Integrates with ERP/EPM stacks including Workday, Oracle, SAP and Microsoft.
- Combines internal records with market signals from S&P Capital IQ, Moody's, Refinitiv, FRED, Trading Economics and BLS.
Why finance teams care
Spreadsheet-heavy workflows limit speed and visibility. SmartResearch accelerates forecasting cycles, flags risk and helps capture early payment discounts.
"We are empowering finance with the intelligence they need to lead business strategy, not just report on it," said Adina Simu, co-founder and chief product and commercial officer. The emphasis: transparency you can audit.
Where it fits in the Office of the CFO
With ERP/EPM integration and predictive and prescriptive analytics, SmartResearch gives CFO teams both speed and confidence. Every recommendation is traceable, helping teams move faster without losing compliance rigor.
Practical use cases you can deploy now
- Rank top vendors by spend and track trends by department or ledger.
- Real-time cash flow forecasting by business unit or quarter.
- Collections: pinpoint aging invoices and high-risk accounts with recommended actions.
- Operational analysis: surface missed discounts and approval delays before quarter-end.
- Scenario inputs: bring in interest rate projections to assess macro impact on performance.
Reported outcomes
- Insight generation in seconds vs. waiting on data teams or manual reports.
- Improved forecast accuracy from real-time ERP and external market data.
- Proactive risk mitigation across collections and payment opportunities.
- Higher transparency with end-to-end data lineage on every conclusion.
How explainability is implemented
- Full source lineage: which ERP records and external feeds were used.
- Confidence score to indicate reliability.
- Reasoning chain to show how conclusions were formed.
This structure makes recommendations auditable and defensible, speeding decision cycles without sacrificing trust.
Questions to put in front of your team this week
- Which recurring finance questions (cash, collections, vendor spend, unit economics) still rely on manual reports?
- Where are we missing early payment discounts-and what policies or approval delays are causing it?
- How current are our AR risk signals, and what's the alert-to-action time today?
- What's our exposure to interest rate moves across debt, cash yields and vendor terms?
- Do our board materials show clear data lineage and confidence levels for key metrics?
Referenced external data sources
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