Fix one messy finance workflow in 10 business days.
AI finance ops software for reviewable workflows, with human approval and clear delivery boundaries. Start with one messy finance process and turn it into a calmer workflow with visible status, ownership, and next steps.
What the sprint replaces
Spreadsheet sprawl. Missing references. Month-end anxiety.
One intake path, one exception queue, one approval step, one clean output. Less chasing, fewer duplicate records, and a calmer AI-assisted way to finish recurring finance work.
Best for finance workflows with messy inputs, repeated exceptions, and real consequences.
This is for teams who are not shopping for a vague AI demo. They need one repeated finance workflow to stop eating time, hiding exceptions, pushing review into chat threads, or making management reporting unreliable.
Month-end finance pack
Bring invoices, bank exports, payment records, accounting CSVs, and spreadsheets into one reviewable finance workflow.
Reconciliation and exceptions
Suggest matches, flag duplicates, surface missing references, and keep unresolved items in a clear exception queue.
Approval and reporting
Keep human approval, source-linked evidence, handover notes, and management summaries visible before final decisions.
One finance workflow intake path
One assisted extraction or matching step
One exception and approval queue
One dashboard for status, evidence, and ownership
One management report or evidence pack export
30 days of bug support after launch
Start with the product if the finance workflow is clear. Use the optional diagnostic only if the edges need sorting out first.
Some teams are ready to start with a self-serve plan right away. Others need a short onboarding step so we can define the failure points, approval boundary, and first rollout together.
Use this only when the workflow boundary is still unclear and you need help scoping the first rollout path.
Agree on one workflow to improve
Review sample files, exports, and real exceptions
Confirm approval boundaries and exclusions
Leave with the clearest sprint or no-build next step
Best when one finance workflow is clear enough to start and the team wants a self-serve SaaS product with usage-based scaling.
Finance workflow live fast
Assisted intake, extraction, exception, and approval logic
Clear scope, checkpoints, and delivery boundaries
Executive-ready outputs and team onboarding
Pick one finance workflow that is costly when it goes wrong.
The best projects are repeated every month, easy to describe, full of file handling or approvals, and painful enough that the team already wants relief.
Invoice and payment matching
Normalize vendors, amounts, dates, invoice references, and payment exports into a reviewed matching table.
Exception queue and follow-up notes
Flag duplicates, missing references, unusual amounts, stale items, and unresolved records for human review.
Approval log and evidence pack
Keep source files, match basis, manual overrides, and approval decisions attached to the final output.
Monthly management reporting
Turn reviewed records, exceptions, and summary notes into a cleaner pack for management review.
Tender ops template
Keep proposal, compliance, document collection, and deadline workflows as a secondary template for tender-heavy teams.
Grant-ready project documentation
Prepare scope, deliverables, screenshots, training notes, and project summaries where the client needs support documentation.
Tender ops stays available for teams where proposals are the real recurring pain.
Use tender operations when the client is already tender-heavy and the workflow has a named owner, samples, repeated proposal pain, compliance checklists, deadline pressure, and clear submission outputs. It should not dilute the finance-first homepage message.
Typical tender scope
- Opportunity monitoring
- Requirement extraction
- Compliance checklisting
- Document collection
- Proposal skeleton drafting
- Submission pack review
A simple path from messy finance process to working first version.
We keep the first step small enough to understand and useful enough to matter. One workflow, one owner, one clear build cycle with a visible review boundary.
Friendly fit check
We review the finance workflow, failure points, sample files, and required output, then confirm whether this is a sensible first rollout.
Clear first version
We define what the first version includes, where human review sits, and what success looks like before rollout begins.
Configure and review
We configure the intake, extraction or matching step, exception queue, dashboard, approval flow, and reporting output for one workflow.
Go-live and support
Your team gets onboarding, a stable operating flow, and 30 days of bug support after launch.
Start with the finance workflow that is costing the most attention.
If the workflow is already obvious, start with a paid plan and move into usage. If the edges are messy, use the optional S$1,500 onboarding step to pin down the first rollout before go-live.