AI + Systems

Our AI-native financial workflows ensure your numbers always match, alerts reach the right people instantly, and decisions are based on real-time data.

Our Technology Stack

End-to-end data pipeline ensuring accuracy and real-time insights

General Ledger

QuickBooks, NetSuite, or Xero

Data Layer

ETL processing & validation

FP&A Model

Financial planning & analysis

BI Dashboards

Visual reporting & analytics

Slack Alerts

Real-time notifications

AI-Powered Financial Operations

Modern technology that eliminates manual work and prevents financial surprises

Single Source of Truth

All financial data flows from your GL through our unified data layer

Key Benefits:

  • Numbers always match across reports
  • Automated reconciliation processes
  • Real-time data synchronization
  • Elimination of manual data entry errors

Technology:

QuickBooks
NetSuite
Xero
Custom APIs

AI-Powered Variance Detection

Smart algorithms identify unusual patterns and flag potential issues

Key Benefits:

  • Automated anomaly detection
  • Predictive variance alerts
  • Pattern recognition in spending
  • Early warning system for budget overruns

Technology:

Python ML Models
TensorFlow
Custom Algorithms

Slack-Native Workflows

Financial alerts and updates delivered directly to your Slack channels

Key Benefits:

  • Budget alerts in real-time
  • Variance notifications to owners
  • Weekly cash updates
  • Automated stakeholder updates

Technology:

Slack API
Webhooks
Custom Integrations

Auto-Refresh Dashboards

Real-time BI dashboards that update automatically without manual intervention

Key Benefits:

  • Always current financial data
  • Scheduled report generation
  • Interactive KPI visualizations
  • Mobile-optimized dashboards

Technology:

Tableau
Power BI
Looker
Custom Dashboards

Slack-Native Financial Alerts

Real-time notifications keep your team informed and responsive

Live Slack Notifications

#finance-alerts
2 hours ago

🚨 Marketing spend exceeded budget by 15% this week. Current: $45K, Budget: $39K

#cash-flow
1 day ago

📊 Weekly cash update: $2.1M current, 16 weeks runway. Trend: stable ✅

#board-updates
3 days ago

📈 Monthly close complete! ARR: $4.2M (+8% MoM), Burn: $325K (-12% vs budget)

"Numbers That Always Match"

Our promise: single source of truth, automated reconciliation, zero discrepancies

Single Source

All data flows from your GL through validated pipelines

Auto-Refresh

Real-time updates across all reports and dashboards

Zero Discrepancies

Automated reconciliation eliminates manual errors

Seamless Integrations

We work with your existing systems and tools

QuickBooks
NetSuite
Slack
Tableau
Power BI
Xero
Stripe
Salesforce

Ready to Automate Your Financial Operations?

Experience AI-powered financial management with guaranteed accuracy