Custom AI Tools
for Finance Teams
We build bespoke AI-powered tools - finance copilots, automated dashboards, anomaly detectors, and reporting engines - deployed on your infrastructure, trained on your data.
Off-the-Shelf Tools Don't Fit Your Workflow
Enterprise finance software is built for the average company, not yours. You end up paying for features you don't need, missing the ones you do, and stitching together workarounds in Excel. The cost of per-seat licensing for platforms like BlackLine, FloQast, or Planful can exceed $100K annually - and you still need a team to administer them.
Custom AI tools, on the other hand, are built to solve your specific problems. No unnecessary modules. No per-seat pricing. No vendor lock-in. Just tools that do exactly what you need, integrated directly with your ERP and data sources.
We build, deploy, and maintain these tools so your team can focus on analysis and decision-making - not data wrangling.
AI-Powered Tools for Every Finance Function
AI Finance Copilot
A ChatGPT-like assistant trained on your ERP data. Ask questions in plain English, get instant answers with charts, tables, and drill-downs.
- ✓ "Show me AR aging by customer"
- ✓ "What's our burn rate this quarter?"
- ✓ "Compare actuals to budget by dept"
Real-Time Dashboard Engine
Live financial dashboards that pull directly from your ERP. No manual refresh, no stale data. Updated every 15 minutes.
- ✓ P&L, Balance Sheet, Cash Flow
- ✓ Department-level drill-downs
- ✓ Embeddable in your intranet
Anomaly Detection
AI monitors your transactions 24/7 and flags anomalies - duplicate payments, unusual vendor activity, GL posting errors - before they reach the financial statements.
- ✓ Duplicate payment detection
- ✓ Vendor behavior anomalies
- ✓ GL posting error alerts
Report Generator
One-click generation of management reports, board decks, and investor updates with AI-written narrative commentary on variances and trends.
- ✓ AI-written commentary
- ✓ Auto-formatted for board/PE
- ✓ Scheduled or on-demand
Data Integration Hub
Connect your ERP, bank feeds, payroll, CRM, and project management tools into a single data layer. Eliminate manual exports and copy-paste workflows.
- ✓ NetSuite, SAP, Sage, Oracle
- ✓ Bank API integrations
- ✓ Payroll & HRIS sync
Compliance Monitor
Automated SOX control testing, audit trail management, and compliance reporting. Continuous monitoring replaces periodic sampling.
- ✓ SOX control testing
- ✓ Continuous audit monitoring
- ✓ Automated evidence collection
From Concept to Deployed Tool in 4-6 Weeks
Discovery & Scoping
We map the workflow you want to automate, define the data sources, and scope the tool's features. You get a fixed-price proposal and timeline.
Prototype & Validate
We build a working prototype in Week 2, connected to your real data. You test, provide feedback, and we iterate before building the production version.
Build & Deploy
Production tool deployed to your cloud environment. Your data never leaves your infrastructure. Full documentation and training for your team.
Maintain & Evolve
Ongoing support, monitoring, and feature expansion. As your needs evolve, we add capabilities - no need to start from scratch.
Frequently Asked Questions
BlackLine and FloQast are excellent general-purpose tools, but they come with per-seat licensing ($50K-$200K/year), features you may not need, and limited customization. Our tools are built specifically for your workflows, deployed on your infrastructure, and priced as a one-time build with optional maintenance. No per-seat fees, no vendor lock-in.
Yes. All tools are deployed within your cloud environment (AWS, Azure, or GCP) or on-premise. Your financial data never leaves your infrastructure. We follow SOC 2 practices, encrypt data at rest and in transit, and can sign NDAs and BAAs as required by your compliance team.
That's expected and planned for. Our maintenance agreements include a set number of change requests per quarter. We also monitor performance and proactively suggest improvements. Unlike SaaS vendors, you own the code - so even if you decide to maintain it in-house later, you can.
No. We handle deployment, monitoring, and maintenance. Your finance team uses the tools; we handle the infrastructure. For organizations that want in-house ownership, we provide full documentation and knowledge transfer.
It depends on complexity, but most projects range from $15K-$75K for the initial build, with optional monthly maintenance starting at $2K/month. Compare that to $50K-$200K/year for enterprise SaaS licenses - our clients typically break even within 3-6 months.
Built by Finance & Tech Professionals
We combine 20+ years of corporate finance leadership with deep AI/ML engineering expertise.
Vit Ulitovskiy, MBA
Finance Leader · 20+ yrs
Vlad Ulitovskiy, MBA, CPA
Accounting & Compliance Lead
Anatolii Ulitovskyi
Growth Expert
Ready to Build Your Custom Finance Tool?
Book a free 30-minute scoping call. We'll map your workflow, identify the best automation opportunity, and provide a fixed-price proposal - no commitment required.
Book a free call →