AI for operations and finance
Take the repetitive work out of operations.
We sit with your operations and finance team, map where the hours go, then set up AI for document handling, data entry, reconciliation, reporting and internal questions in the systems you already run. Then we train your team to run it, with a person in the loop wherever it matters.
Sound familiar?
Skilled people doing copy and paste.
"Someone retypes invoices into the ERP every day."
Bills, receipts and purchase orders arrive as PDFs and emails, and a person keys them in by hand.
"Month-end means a week of spreadsheets."
Matching transactions, chasing missing documents and explaining variances eats the first week of every month.
"New hires ask the same questions every week."
The answers exist somewhere in a policy, a wiki or someone's inbox, but nobody can find them quickly.
"Our reports are always a week late."
Leadership decides on last month's numbers because pulling this month's takes too long.
Where we start
We map the process before we change it
We follow the work end to end with your team, time each step, and mark where AI helps, where a simpler fix is better, and where a person should stay in charge.
- Each step timed with the people who do it
- Bottlenecks and rework marked
- A clear note on where AI helps and where it doesn't
How we help
What we set up for operations teams
Built into your ERP, accounting system, inboxes and chat tools, or new tools where they fit better. Anything uncertain goes to a person, not into your books.
Document processing
Invoices, receipts, purchase orders and forms read, checked against your rules and entered into your ERP or accounting system.
Reconciliation matching
Bank, card and ledger lines matched automatically, with only the exceptions sent to your team, already explained.
Answers from your own documents
Your team asks in Slack or Teams and gets answers from your SOPs and policies, with a link to the source every time.
Automated reporting
Weekly and month-end reports assembled from your systems, with a written summary of what changed and why.
Approvals and handoffs
Approvals, handoffs and follow-ups between tools triggered automatically, so work stops waiting in someone's inbox.
Shared inbox triage
Incoming email sorted, summarised and drafted, so the team only reads what needs a decision.
Example: document processing
Your team reviews exceptions, not every invoice
Each field comes with a confidence score. Anything below the threshold you set is flagged with the reason, and approved entries post straight to your ERP.
- Supplier, totals, tax and GL code extracted automatically
- Matched against purchase orders and goods receipts
- One click to approve, with a full audit trail
Built to be trusted
Automation you can put in front of an auditor
A person in the loop
You decide which steps need approval. The system prepares the work and a person signs off.
A full audit trail
Every action is logged with its inputs, its output and who approved it.
Exceptions, not guesses
When the system is unsure, it flags the item for review instead of guessing.
Runs in your systems
We set it up inside your existing tools and cloud accounts, so your data stays where it already lives.
Training
Your team runs it, not us
Sessions by role
AP clerks, controllers and managers each learn the part they own, using their own invoices and reports.
A playbook to keep
Step-by-step guides for daily use, exceptions and month-end, written for your process.
Office hours after launch
30 days of drop-in time for questions, and training for new hires if you keep us on retainer.
How it runs
A typical operations project
Week 1: map
We sit with your team, follow the work end to end, measure how long it takes today and agree on accuracy targets.
Weeks 2 to 4: build
We set it up in your systems and test it against your real historical documents and data, with a demo every week.
Week 5: run side by side and train
It runs next to your team on live work while we train each role, so you can compare results before switching over.
Week 6: launch
We switch over, finish training, hand over the playbook and track hours saved and error rates from day one.
FAQ
Questions operations leaders ask
What if the AI makes a mistake?
We design for it. Each setup has accuracy checks, confidence thresholds and human approval on the steps you choose. Uncertain items are flagged for review, and every action is logged so mistakes are easy to find and fix.
Which systems can you connect to?
Most systems with an API or export, including ERPs, accounting software, CRMs, shared inboxes, Slack, Microsoft 365 and Google Workspace. We confirm the details for your stack during the audit.
Our data is messy. Is that a problem?
Usually not. Reading messy documents and emails is one of the things modern AI does well. The audit tells you exactly what is usable and what needs fixing first.
Do you train our team?
Yes. Every project includes hands-on sessions for each role that uses what we set up, a written playbook and 30 days of office hours. We also run AI training for teams on its own.
Will this replace our team?
It replaces the repetitive part of their work. Most teams use the time to close faster, handle more volume without hiring, or focus on analysis.
How do you measure success?
Before we start, we measure hours spent, turnaround time and error rates. After launch, we report the same numbers so you can see the change.
Find the operations work AI can take off your team's plate.
Book a free consultation. We'll talk through how your operations team works today and where AI could help first.