Finance automation
Produces P&L, balance sheet, cash flow and management reports from accounting, ERP and payroll data on schedule, checks for anomalies and distributes them to stakeholders.
Compiling financial reports by hand takes days each month and is prone to errors. By the time reports reach leaders, the information is out of date. Formats vary from month to month.
Where the time goes before automation:
The AI workflow
Automated Financial Reporting
Month, quarter or week end triggers report generation.
Month, quarter or week end triggers report generation.
Accounting calendar
Data is pulled from accounting, ERP and payroll systems.
SAP, Oracle, Zoho Books, QuickBooks, Xero
P&L, balance sheet, cash flow and KPI reports are generated in agreed formats.
Reporting tool
Unusual movements and cost overruns are highlighted with explanations to verify.
Anomaly detection, LLM
The finance lead reviews and approves the pack.
Approval workflow
Approved reports and dashboards are sent to stakeholders.
Email, Power BI
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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
Templates can be set up in IFRS formats. Your accountants remain responsible for accounting treatment and sign-off.
Yes. Tax-related summaries can be added, but tax filings should be checked by your tax adviser.
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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