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Finance AI Workflow

AI-powered finance workflows

From ERP data to board-ready reporting.

Upload trial balances, review AI-generated insights, collaborate with your finance team and export management-ready reports.

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End-to-end finance workflowFinance AI Workspace dashboard with monthly close, estimate, financial analysis, IFRS 18, and reports

Workflow architecture

Four connected blocks from finance inputs to board-ready outputs.

01

Inputs & Workspace

Import finance data into a controlled workspace.

ERPExcelCSVUploadValidationWorkspace

Step-by-step

Finance teams move through analysis, review, and output in one workspace.

Workspace input previewFinance AI Workspace dashboard with monthly close, estimate, financial analysis, IFRS 18, and reports

Upload

Upload ERP exports or Excel files.

Variance review screenshotVariance analysis key findings with confidence, evidence, and movement explanations

AI Analysis

AI identifies unusual movements.

Review evidence screenshotEvidence audit view showing sources, confidence, and traceability controls

Review

Controller reviews suggestions, evidence, questions, and actions.

Reporting output screenshotPowerPoint reporting pack example generated from Finance AI Workspace

Export

Export reviewed reporting into Word, PowerPoint, and PDF-ready materials.

Where AI helps

AI supports the finance workflow, but reviewed outputs stay human-controlled.

The workspace helps draft commentary, identify movements, suggest explanations, and prepare exports. Finance still reviews the logic before anything is used.

  1. AI drafts commentary
  2. AI identifies movements
  3. AI suggests explanations
  4. Human review
  5. Export

Where Consolidation Lite fits

Group reporting becomes part of the same finance workflow.

Consolidation Lite is planned for finance teams that need practical group reporting without the rollout weight of a full EPM platform.

Explore Consolidation Lite
  1. Legal entities
  2. Currency translation
  3. Intercompany matching
  4. Suggested eliminations
  1. Controller review
  2. Group reporting
  3. Management Pack

Different workflows

The same workspace supports recurring finance work, compliance, and group reporting.

Monthly Reporting

  1. ERP
  2. Analysis
  3. Word
  4. Board

IFRS 18

  1. Upload
  2. Mapping
  3. Review
  4. Export

Consolidation

  1. Companies
  2. Matching
  3. FX
  4. Eliminations
  5. Reporting

Typical finance roles

Clarify responsibilities without implying four separate handoffs.

  1. Group ControllerOwns the close workflow, review logic, evidence, and reporting quality.
  2. Finance ManagerReviews movements, prepares commentary, and follows up open questions.
  3. CFOReads the executive narrative, challenges assumptions, and approves the story.
  4. BoardReceives concise reporting packs, actions, and management-ready context.

Workspace modules

Each module has a public page, but the workflow explains how they connect.

Monthly CloseAI-assisted month-end reportingOpen page →Variance AnalysisExplain financial movementsOpen page →IFRS 18Presentation and mappingOpen page →Estimate & ForecastRolling estimatesOpen page →Management ReportingBoard-ready reportingOpen page →Consolidation LiteComing SoonOpen page →

Outputs

The workflow ends in materials finance teams can actually use.

Management Pack

Reviewed narrative, key movements, actions, and reporting outputs.

Word

Structured monthly reporting documents and executive commentary.

PowerPoint

Presentation-ready management packs and board materials.

Excel

Finance-friendly schedules, mappings, and supporting data.

Audit trail

Evidence, review status, confidence, and human approval context.

Security

Built for controlled finance reporting before anything is shared.

Finance AI is designed around review before publish, traceability, and tenant-scoped workspaces for finance teams.

View Trust Center
  • Google Cloud
  • Tenant isolation
  • Review before publish
  • Audit trail

Next step

Walk through your month-end workflow with Finance AI.

See how ERP data, review, outputs, and board reporting connect in practice.

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