For finance and operations teams that want to cut manual work in reports, documents and reconciliations without changing systems, and for IT teams that need to adopt AI with controls.
Uses we implement
- Regulatory report validation: outliers and differences between periods, with the originating record.
- Reading documents and receipts: invoices, receipts and bank statements with AI Builder and Copilot Studio, reviewed before posting.
- Native Oracle Cloud features: anomalies, predictive planning, document recognition, close narratives.
- Natural-language queries on the general ledger, profitability and the status of the close, governed by the organization’s permissions.
How we work
We start with one use case on the institution’s real data and a person in charge from the business area. We measure the result against the current process before expanding. Every feature is documented: what data it uses, what it proposes, who approves.
Rule
AI proposes; the finance team reviews and approves. No feature posts, files or changes information without a recorded approval.
Frequently asked questions
Do we need a new platform?
In most cases no: Microsoft 365 and Oracle Cloud already include these features; they are activated and configured.
Where does the data stay?
On the institution’s platform, under its permissions. It is not sent to external services without prior agreement.
What if the AI gets it wrong?
By design, every proposal goes through a person before it takes effect. We log the corrections to tune the feature.