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Finance operations

Let AI handle the routine finance work. Keep people on the payments.

For CFOs, finance managers and controllers in growing businesses. We map how invoices, spend, payments and cash move through your team, then add AI agents for the routine checks, with every action recorded and every unusual payment held for a person to decide.

Workflows we design

  • Invoice matching and reminders
  • Payment approval queue
  • Payment risk holds
  • Cash flow updates

Starting at $8,000 · price agreed in writing before work starts

  • Claude
  • Codex
  • Cursor

AI helps us move faster.Our team makes the decisions and stands behind the work.

  • Savari
  • hyperAI
  • ImmoAdmin
  • Spring
  • OrthoTropic
  • Clover
  • uptk

The problem

Where finance operations teams lose time.

  • Invoices chased by hand

    Late receivables are tracked in spreadsheets and inbox folders, and reminders go out when someone remembers to send them.

  • Approvals that pile up

    Vendor payments wait in email threads for sign-off, with no clear reason beside each one for why it should be paid.

  • Risky payments that look normal

    Changed bank details or an unusual amount are easy to miss in a long payment run.

  • Automation nobody can see

    When scripts or tools act in the background, the team cannot check what they did or stop them when something looks wrong.

AI-assisted workflows

AI does the busywork. People make the calls.

  • 01

    Invoice matching and reminders

    Incoming invoices are matched against purchase orders and payments, possible duplicates are held, and reminders for late receivables are drafted from your aging data.

    A person decides: The finance team reviews held invoices and decides how to handle accounts that stay late.

  • 02

    Payment approval queue

    Payments above your approval limit wait in one queue, each showing the purchase order or schedule it matches and anything that does not line up.

    A person decides: An approver releases, holds or questions each payment. Nothing above the limit is paid without a person.

  • 03

    Payment risk holds

    Outgoing payments are scored for risk signals, such as changed bank details, unusual amounts or off-hours submissions, and held with the reasons shown.

    A person decides: A named person reviews each hold and decides whether to block or release the payment.

  • 04

    Cash flow updates

    Cash position and the forecast are refreshed from your accounts and scheduled payments, with a short explanation of what moved the numbers.

    A person decides: The finance lead decides on payment timing, funding and any action when cash runs close to your threshold.

Our approach

How we start.

  1. 1Map how invoices, spend and payments really move today, across your accounting system, bank and inbox.
  2. 2Give each agent a clear job, a live status, an activity log and a pause control.
  3. 3Agree approval limits and risk rules with your team, and hold anything outside them for a person.
  4. 4Record every agent action in the ledger, so audits and reviews can see who or what did what.
  5. 5Pilot on one workflow, such as invoice matching, measure review time and errors, then expand.

By the numbers

The experience behind our work.

Our designers and engineers bring years of experience to every project, working together from design to delivery.

Funding raised by companies we've worked with
$115M+
Projects designed and delivered
50+
Years of product design and development experience
10+
People across strategy, design, and engineering
15+

FAQ

Questions

  • Will AI approve or send payments on its own?

    Only within limits your team sets. Anything above the approval limit, or flagged as risky, waits for a person, and every agent can be paused at any time.

  • Can you work with our accounting system and bank?

    Usually, through their APIs or exports. Discovery confirms what your systems allow and what access is appropriate before we promise any integration.

  • How do you handle financial data and audit needs?

    We agree data access, storage and retention with you before any build. Access follows your permissions, every action is logged, and we test with synthetic or approved data first.

  • What does a project cost?

    Projects start at $8,000 and are priced after scoping. Discovery usually runs 2 to 4 weeks and costs $8K to $15K, and ends with a workflow map, a plan and an estimate.

Book a call with our CEO.

Pick a time that suits you. A product idea or a workflow that slows your team down: a clear problem is enough, no full specification needed.

Your call is with Tanjim Islam, our CEOA free 30-minute conversation about your problem, not a sales pitch.

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