Finance automation
Builds rolling forecasts for revenue, costs and cash flow from ERP, CRM and accounting data, runs what-if scenarios and updates dashboards as new data arrives.
Forecasts built once a year in spreadsheets are outdated within weeks. Manual models are fragile and hard to update. Leaders make spending and hiring decisions without a current view of where the business is heading.
Where the time goes before automation:
The AI workflow
Financial Forecasting
Actuals, pipeline and payroll data update on a schedule.
Actuals, pipeline and payroll data update on a schedule.
ERP, CRM, accounting software
Models analyse trends, seasonality and drivers such as pipeline and headcount.
Forecasting model
Revenue, expense, cash flow and profit forecasts are produced by department or region.
FP&A tool, BI
Finance tests what-if scenarios such as a new product or cost reduction.
Scenario planner
Updated forecasts and commentary are shared with leadership.
Dashboards, email
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Qualitative benefits. We measure the real effect on your process during the first weeks.
Timelines depend on your systems and are confirmed after discovery.
FAQ
Two to three years of monthly data gives a good start, but simpler driver-based forecasts can work with less.
No. Models produce a baseline; finance adjusts for known events and decides what to present.
Learn to build this
with DAIDU faculty
Build one finance workflow, such as invoice extraction or variance commentary, with a review step built in.
with DAIDU faculty
Your leadership team agrees one AI roadmap with owners, priorities and measures.
Consultation
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