AI-Powered Finance
Automation
Eliminate manual work from FP&A, forecasting, and reporting. Our AI solutions connect to your ERP and deliver real-time insights - saving 1,000+ hours annually.
Why Finance Teams Are Drowning in Manual Work
Most finance teams spend 60-80% of their time on repetitive data tasks: pulling reports, reconciling spreadsheets, fixing formula errors, and re-formatting board decks. This leaves almost no time for the strategic analysis that actually drives business decisions.
The result? Forecasts are stale by the time they reach the CFO. Variance analysis happens weeks after month-end. And scenario planning - the kind that helps you navigate uncertainty - happens once a year if at all.
We've seen this pattern across dozens of mid-market companies. The bottleneck isn't your team's talent - it's the manual plumbing between your ERP, spreadsheets, and reporting tools.
Finance Workflows Built for Speed & Accuracy
We build custom AI solutions that plug into your existing ERP - no rip-and-replace required.
Cash Flow Forecasting
Real-time, AI-driven forecasts that update automatically from your GL. Multi-scenario planning built in.
- ✓ 13-week rolling forecasts
- ✓ Automatic GL sync daily
- ✓ Monte Carlo scenario analysis
FP&A Automation
Driver-based budgeting, variance analysis, and board-ready reporting - all automated.
- ✓ Driver-based budget models
- ✓ Automated variance commentary
- ✓ One-click board deck generation
Scenario Modeling
Run unlimited what-if scenarios instantly. Stress-test revenue, OPEX, and headcount changes in real time.
- ✓ Revenue sensitivity analysis
- ✓ Headcount cost modeling
- ✓ M&A impact simulations
Financial Reporting
One-click financial statements with AI-generated commentary. From 20 hours to under 2.
- ✓ GAAP-compliant statements
- ✓ AI-written management commentary
- ✓ Auto-formatted for board/investors
EAC Forecasting
Estimate-at-completion tracking that updates with every timesheet and PO. Cut budget overruns by 15-20%.
- ✓ Real-time EAC per project
- ✓ PO & timesheet auto-sync
- ✓ Early-warning budget alerts
AI Finance Copilot
Ask questions in plain English. Get instant answers from your financial data - no SQL required.
- ✓ Natural language queries
- ✓ Secure, on-premise deployment
- ✓ Custom-trained on your data
From First Call to Live AI in 4 Weeks
Discovery Call (30 min)
We map your current finance workflows, identify manual bottlenecks, and prioritize the top 3-5 automation opportunities ranked by ROI.
Architecture & Data Audit (Week 1)
We audit your ERP data quality, map integration points, and design the AI pipeline architecture. You get a detailed implementation plan with timelines and expected ROI.
Build & Train (Weeks 2-3)
We build the AI models, connect to your ERP and data sources, and train the system on your historical data. Weekly demos keep you in the loop.
Go Live & Optimize (Week 4)
The system goes live with your team. We monitor performance, fine-tune accuracy, and provide ongoing support. Most teams see ROI within the first month.
Real Case Studies from Real Finance Teams
See how we've helped mid-market companies automate their finance workflows.
AI Cash Flow Forecasting
How a multi-entity business replaced 40+ hours of monthly Excel work with AI-driven 13-week rolling forecasts.
Read case study → Case StudyFP&A Automation for Infor
Driver-based budgeting and automated variance analysis saved 650+ hours annually for an Infor-powered enterprise.
Read case study → Case StudyAI Bank Reconciliation
93% time reduction in bank reconciliation for NetSuite. From 15 hours to under 1 hour per account.
Read case study →Frequently Asked Questions
We integrate with all major ERPs including NetSuite, SAP, Oracle, Sage, QuickBooks Enterprise, Infor, and Microsoft Dynamics. Our AI pipelines connect via APIs, database replication, or flat-file exports - whichever works best for your environment.
Most implementations go live within 4-6 weeks. Simple use cases (like automated reporting) can be live in 2 weeks. Complex multi-entity forecasting systems typically take 6-8 weeks. We deliver in phases so you see value quickly.
Absolutely. We deploy AI models within your existing cloud environment (AWS, Azure, GCP) or on-premise. Your data never leaves your infrastructure. We follow SOC 2 practices and can sign NDAs and BAAs as needed.
Our clients typically see 5-10x ROI within the first year. The primary savings come from reduced labor hours (500-2,000+ hours saved annually), elimination of manual errors (which can cost $15K-$50K per year in corrections), and faster decision-making through real-time data access.
No. Our AI solutions are designed to plug into your existing ERP, GL, and reporting tools - not replace them. We add an intelligent layer on top of your current tech stack. Think of it as giving your existing systems a brain.
Built by Finance Professionals
Our team combines 20+ years of corporate finance & accounting leadership with deep expertise in AI implementation.
Vit Ulitovskiy, MBA
Finance Leader · 20+ yrs
Vlad Ulitovskiy, MBA, CPA
Accounting & Compliance Lead
Anatolii Ulitovskyi
Growth Expert
Ready to Automate Your Finance Workflows?
Book a free 30-minute discovery call. You'll walk away with a workflow map, quick-win shortlist, and a start-here plan - whether you work with us or not.
Book a free call →