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Finance

Credit Card Reconciliation Automation Automatically match corporate credit card transactions with expense reports and receipts for accurate reconciliation.

Credit

Finance

Credit Onboarding Automation Automate the setup of new customer credit profiles, including payment terms, credit limits, and internal policy routing.

People

Employee Registration Automation Build seamless employee onboarding with automated verification and contract management.

Finance

Operations

Purchase Request Automation Effortlessly manage internal purchase requests with automation and real-time alerts.

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AR Aging Prioritization Automation Prioritize collections by aging buckets and customer risk to focus on high-impact accounts first.

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Automated Bank Feed Sync Sync daily transactions directly from your bank to your ERP for real-time reconciliation and visibility.

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Automated Dunning Emails Send escalating reminder emails to customers with overdue invoices to improve collection rates and reduce DSO.

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Automated Email & PDF Invoice Parser Automatically extract invoice data from email attachments or PDFs to speed up intake and reduce manual work.

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Automated Invoice Generation from CRM or ERP Automatically generate invoices based on CRM or ERP data to reduce delays and manual entry errors.

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Automated Liquidity Alerts Notify finance teams when cash falls below custom thresholds to prevent funding gaps or missed payments.

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Automated Remittance Matching Match remittance advice from emails or files to invoices to accelerate cash application and reduce errors.

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Bank Feed Integration Automation Integrate live bank feeds into your ERP or reconciliation system to streamline transaction imports and matching.

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Bank File Generation Automation (SEPA, ACH, etc.)Generate compliant bank files (ACH, SEPA, CNAB) automatically from approved payments to streamline disbursements.

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Bank Reconciliation Automation Match bank transactions with internal records automatically to speed up reconciliations and reduce discrepancies.

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Bank Transfer Recommendation Engine Suggest optimal fund transfers between accounts or entities based on forecasted cash needs and cost optimization.

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Cash Application Automation Automatically apply incoming payments to customer invoices using rules, remittance data, and transaction mapping.

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Cash Buffer Threshold Alerting Track minimum cash reserves and trigger alerts or fund transfers when thresholds are at risk.

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Cash Flow Forecasting Automation Forecast future cash inflows and outflows using real-time data to support better financial planning decisions.

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Centralized Treasury Dashboard Aggregate key treasury KPIs into one dashboard for real-time cash, debt, and liquidity oversight across entities.

Sales

Legal

Finance

Commercial Partnership Agreement Automation Seamlessly automate and manage your commercial partnership agreements for efficient and error-free collaboration.

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Credit Limit Monitoring Automation Automatically track and alert when customer credit limits are approached or exceeded to prevent overexposure.

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Credit Score Integration Automatically fetch external credit scores and sync them into your ERP to enhance onboarding and credit decision-making.

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Customer Credit Risk Assessment Automation Evaluate customer creditworthiness by combining internal data and scoring logic to automate credit approvals and limit assignment.

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Debt Covenant Monitoring Automation Track and alert on financial covenant compliance across debt agreements to reduce risk of breach.

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Debt Payment Scheduling Automation Automate repayment timing and cash allocation to meet debt obligations without disrupting operations.

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Debt Register Automation Maintain a centralized record of all debt instruments and repayment schedules with automated updates.

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Duplicate vendor detection Streamline your financial operations with AI-powered automation for efficient and accurate process management.

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Early payment discount tracker Streamline your finance operations with AI-powered automation for efficient and accurate financial management.

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Exception Handling Automation Automatically flag, classify, and escalate unmatched transactions during bank reconciliation.

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Expense Reimbursement Automation

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Foreign Exchange Risk Management Monitor FX exposure and automate rate tracking to reduce currency-related financial risk.

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Intraday Liquidity Monitoring Automation Track intra-day cash movements in high-frequency businesses to support time-sensitive funding and settlement needs.

Operations

Inventory Management System Streamline inventory operations with smart automation, cloud storage, and integrated document signing.

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Investment Maturity Tracker Track upcoming investment maturities and reinvestment windows to optimize yield and reduce idle capital.

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Investment Portfolio Tracking Monitor and analyze short-term investments in real time to improve yield, manage risk, and support treasury decisions.

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Invoice Approval Automation Automate invoice approvals to ensure faster processing and enforce compliance across AP and AR billing workflows.

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Invoice Data Extraction Extract key invoice details from PDFs, emails, or portals to streamline invoice intake and processing.

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Invoice Processing Automation Automate invoice intake, validation, and posting to reduce processing time and eliminate manual errors.

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Invoice Reminder Automation Automatically send reminders for upcoming or overdue invoices to improve collection speed and reduce DSO.

Finance

Invoicing Automation with Nota Carioca Automate electronic invoice generation and submission for Brazil’s Nota Carioca compliance requirements.

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Loan Agreement Tracker Track loan terms, covenants, and maturity dates to avoid breaches and optimize refinancing opportunities.

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Loan Repricing Tracker Monitor repricing windows, interest rate resets, and refinancing opportunities to optimize borrowing costs.

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Market Risk Dashboard Automation Visualize market-driven exposures like FX, interest rates, and commodities in one automated dashboard.

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Mobile Receipt Capture Automation Allow employees to upload receipts on the go via mobile apps to simplify and speed up reimbursements.

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PO/Invoice/Receipt/ Matching Summary Dashboard Get real-time visibility into 3-way matching status to identify mismatches and accelerate invoice approvals.

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Payment Approval Automation Route outgoing payments through automated approval workflows to enforce policy and prevent payment errors.

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Payment Scheduling Automation Schedule payments based on invoice due dates and forecasted cash availability to optimize cash flow timing.

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Payment Terms Setup Automation Standardize and automate payment terms during customer onboarding to reduce confusion and speed collections.

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Payment batch approval automation Streamline your finance operations with AI-powered automation for efficient and accurate financial management.

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Policy Compliance Checker Automate financial policy enforcement to reduce compliance risk across payment, procurement, and investment workflows.

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Real-Time Cash Position Tracker Track live cash balances across banks and accounts to maintain real-time liquidity visibility and readiness.

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Recurring Billing Automation Generate and send recurring invoices automatically based on subscription or contract terms.

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Scenario-Based Forecasting Automation Model best- and worst-case cash flow scenarios to assess the financial impact of revenue and cost shifts.

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Short-Term Yield Optimizer Evaluate short-term investment options and recommend allocations to maximize return while staying within policy constraints.

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Stress Test Simulation Engine Run simulations against extreme economic scenarios to quantify financial resilience and capital needs.

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Three-Way Matching Automation Streamline your finance operations with AI-powered automation for efficient and accurate workflow management.

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Transaction Matching System Automatically match payments to invoices using remittance data and custom logic to reduce unapplied cash.

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Unapplied Cash Resolution Automation Automate the tracking and resolution of unapplied payments to maintain clean and accurate AR records.

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Vendor Data Validation with External Databases Validate vendor data against public databases to ensure accuracy, compliance, and prevent duplicate entries.

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Vendor compliance verification Streamline your finance operations with AI-powered automation that reduces manual work and improves accuracy.

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Vendor compliance verification Streamline your finance operations with AI-powered automation that transforms manual workflows into efficient, error-free processes.

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Vendor compliance verification Streamline your finance operations with AI-powered automation for efficient and accurate financial management.

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Vendor information update automation Simplify and streamline your finance operations with AI-powered automation that delivers efficiency and accuracy.

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Vendor management automation Streamline your finance operations with AI-powered automation that transforms manual processes into efficient, error-free workflows.

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Vendor onboarding automation Automate your finance processes with AI-powered workflows that streamline operations and improve accuracy.

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Vendor payment setup automation Streamline your finance operations with AI-powered automation that transforms manual processes into efficient, error-free workflows.

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Working Capital Projection Engine Forecast working capital needs by modeling changes in receivables, payables, and inventory across planning periods.