End-to-End AI
Workflow Automation
We design and deploy AI-powered workflows that connect your ERP, banks, payroll, and reporting tools into seamless, automated processes. No more manual hand-offs, no more copy-paste, no more "it's in someone's spreadsheet."
Your Finance Processes Are a Chain of Manual Hand-offs
Think about your month-end close. It starts with someone downloading bank statements. Then someone else exports data from the ERP. A third person matches them in Excel. Errors get caught (or don't), corrections are made, and the whole thing moves to the next step. Each hand-off is a potential break-point: files get lost, naming conventions change, someone is on vacation, or the macro breaks.
The real cost isn't the time each step takes - it's the waiting between steps. A 10-day close isn't 10 days of work; it's 3 days of actual work spread across 10 days because of sequential hand-offs, review bottlenecks, and error corrections.
AI workflow automation eliminates the hand-offs. Data flows automatically from source to destination. Matching happens in real time. Exceptions are flagged and routed instantly. Your team focuses on the 5% that needs human judgment - not the 95% that doesn't.
From Trigger to Completion - Fully Automated
Each workflow is designed as a complete end-to-end process, not a collection of disconnected tasks.
Bank-to-GL Workflow
Bank feeds → auto-download → AI matching → exception routing → manager approval → GL posting. Runs daily without human intervention.
- ✓ Automated bank feed ingestion
- ✓ AI matching with 95%+ accuracy
- ✓ Auto-post matched transactions
Invoice-to-Pay Workflow
Invoice receipt → OCR extraction → 3-way matching → approval routing → payment scheduling → GL posting.
- ✓ Any invoice format (PDF, email, scan)
- ✓ Auto PO/receiver matching
- ✓ Smart approval routing
Close-to-Report Workflow
Sub-ledger reconciliation → JE posting → consolidation → financial statement generation → AI commentary → board deck.
- ✓ Parallel task orchestration
- ✓ Auto consolidation
- ✓ AI-written variance commentary
Revenue Recognition Workflow
Contract intake → obligation identification → allocation → recognition scheduling → waterfall reporting.
- ✓ ASC 606 compliance
- ✓ Multi-element arrangements
- ✓ Auto waterfall generation
Payroll-to-GL Workflow
Payroll export → department allocation → benefit accruals → tax liability posting → reconciliation to payroll provider.
- ✓ Multi-state/multi-entity
- ✓ Auto department mapping
- ✓ Provider-to-GL reconciliation
Forecast Update Workflow
GL close → actuals extraction → model update → variance calculation → scenario refresh → dashboard push.
- ✓ Auto-triggered by period close
- ✓ Multi-scenario refresh
- ✓ Stakeholder notifications
Design → Build → Deploy → Optimize
Process Mapping
We map your current process step-by-step, identify every manual hand-off, and design the automated workflow with clear triggers, data flows, and exception handling rules.
Integration & Build
We connect your ERP, bank feeds, payroll, and other data sources. The AI models are trained on your historical data. Weekly demos keep you aligned with progress.
Parallel Run & Validation
The automated workflow runs alongside your manual process for one full cycle. We compare results, fine-tune match logic, and resolve edge cases before switching off the manual process.
Production & Continuous Improvement
Once validated, the workflow runs autonomously. Performance dashboards track processing times, match rates, and exceptions. The AI continuously improves as it processes more data.
Frequently Asked Questions
Every workflow has built-in exception handling rules. When the AI encounters a transaction it can't confidently process (below your configured threshold), it routes it to a prioritized exception queue with suggested resolutions. Your team reviews only the exceptions - typically 2-5% of total volume. Each resolved exception trains the AI to handle similar cases automatically next time.
All workflows include monitoring, alerting, and rollback capabilities. If a step fails, the system pauses, alerts your team, and provides diagnostic information. For financial postings, nothing is committed until validated. We also maintain complete audit trails so you can trace any transaction through the entire workflow.
Yes, all thresholds are configurable: dollar amounts requiring manual approval, confidence scores for auto-processing, escalation rules, and exception routing logic. You maintain full control over what gets auto-processed and what requires human review.
Our workflows natively support multi-entity structures, multiple currencies, and intercompany transactions. Currency translation, IC matching, and entity-level consolidation are built into the workflow logic - not bolted on as afterthoughts.
Traditional RPA mimics mouse clicks and keystrokes - it's brittle and breaks when UIs change. Our AI workflows are data-driven: they understand the content of transactions, learn matching patterns, and make intelligent decisions. RPA follows rules; our AI learns and adapts. The result is dramatically higher accuracy and far lower maintenance.
Built by Finance & Automation Experts
We combine 20+ years of corporate finance leadership with deep workflow automation and AI expertise.
Vit Ulitovskiy, MBA
Finance Leader · 20+ yrs
Vlad Ulitovskiy, MBA, CPA
Accounting & Compliance Lead
Anatolii Ulitovskyi
Growth Expert
Ready to Automate Your Workflows?
Book a free 30-minute process mapping call. We'll identify your highest-impact workflow, calculate potential savings, and provide a clear implementation roadmap.
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