A fragmented close
Bring together schedules, supporting records and outstanding tasks spread across entities, spreadsheets and email.
Solutions across industries
Bring your finance operations together.
Connect accounting, consolidation, intercompany and treasury workflows with business software and AI digital workers. Extend your existing systems, add missing modules and keep financial decisions within your approval rules.
Finance workspace•••
Business application
Intercompany reconciliation
Transaction matchingMatched
Open differencesFlagged
Adjustment proposalsFor review
Business rules & approvals Connected
AI digital workerFinance Persona
Your existing ERP Delegate.ai
Illustrative workflow · Bring exceptions into focus
See the connected handoffs
Where we help
A clearer path from transactions to review.
Bring supporting records, business rules and responsibilities into one workflow. Give your team a clear view of what is prepared, what needs attention and who needs to act next.
Intercompany differences
Track unmatched balances and disputed transactions, with clear ownership for review and resolution.
Manual cash visibility
Reduce repeated preparation of cash positions, commitments and forecasts from agreed source data.
The software your business needs
Build around the way you operate.
Use relevant industry applications, connect existing systems, and configure or build additional modules for the gaps in your operation.
01
Accounting workflows
Organise invoice preparation, supporting documents, review queues and approved posting handoffs.
02
Close & consolidation
Coordinate close tasks, collect entity submissions and prepare consolidation inputs for review.
03
Intercompany
Compare reciprocal balances, investigate differences and track agreed adjustments across entities.
04
Treasury & cash
Assemble cash positions, upcoming commitments and forecast inputs from available, authorised sources.
05
Reconciliations
Apply agreed matching rules, surface exceptions and retain supporting evidence for reviewers.
06
Reporting & controls
Prepare reporting packs, route review tasks and record the actions taken through a workflow.
AI digital workers · Personas
Give everyday work
a capable new teammate.
Illustrative roles show how responsibilities can be assigned. The actions, permissions and approval points are defined around your processes.
Finance Operations Persona
Example role for transaction preparation and close support.
- Collect supporting records
- Check required information
- Prepare review queues
Intercompany Persona
Example role for matching and resolution coordination.
- Compare entity balances
- Flag unmatched transactions
- Track reviewer responses
Treasury Persona
Example role for cash visibility and planning support.
- Assemble cash positions
- Highlight upcoming commitments
- Prepare forecast updates
A process in action
Example: resolve an intercompany difference
An illustrative workflow, configured around your accounting policies, available integrations and approval responsibilities.
Finance Operations Persona
Collect the records
Gather agreed entity balances and supporting transaction records from connected sources or authorised imports.
STEP 01 / 04Intercompany Persona
Identify the difference
Apply matching rules and prepare an exception with the relevant records for both entities.
STEP 02 / 04Entity finance reviewers
Review the resolution
Entity reviewers investigate the difference and approve any required adjustment under your accounting policies.
STEP 03 / 04Finance team and Persona
Complete the handoff
Prepare an approved posting pack or update a supported system, then refresh the reconciliation status.
STEP 04 / 04Illustrative workflow
Connected to your business
Work with the finance systems you use.
Start with a defined process and confirm how each source can be accessed. The connection method depends on the system, available interfaces and permissions.
- Use supported APIs, agreed file exchanges or other suitable integration methods.
- Confirm source ownership, data mappings and reconciliation rules before launch.
- Define reviewer responsibilities, approval requirements and records of completed actions.
Your existing systemsERP · operational applications · data
Industry software · new modules · Personas Your rules. Your approvals. A visible record.
Good questions
Let’s make it practical.
Do we need to replace our accounting system?
A project can extend your existing system with a missing module or a connected workflow. We assess the fit and integration requirements before defining the scope.
Who approves financial adjustments?
Your designated reviewers retain the approval responsibilities you define. Personas can prepare information, run agreed checks and route exceptions for decisions.
Can you connect to every bank or finance application?
Connections depend on available interfaces and authorised access. We confirm each required connection during scoping, including suitable import or export options where needed.
Let’s put it to work
Start with one finance workflow.
Tell us which close, reconciliation or treasury process is slowing your team down.