63 finance workflows
A complete catalogue of CFO office processes organised into eight thematic groups.
Open catalogue →Practical AI implementation for finance teams
AI for processes where money, speed and control matter
We help finance teams identify bottlenecks, test hypotheses on real data and bring AI into everyday work — from source documents to cash flow forecasts.
- We start with a process and a measurable business metric
- We build a pilot you can evaluate within weeks
- We integrate the solution into your existing systems and procedures
📈 Cash flowscenarios and forecasts
Finance functionAI-ready
🤖 AI assistantdata · rules · context
63finance workflows in the open catalogue
8thematic groups of finance processes
3steps: diagnostics, pilot, rollout
1entry point to the CFO office AI portfolio
Knowledge base
The finance function — from process to pilot
Explore functions and manual operations, set automation and AI priorities, and choose a specific implementation scenario.
A simple process map
A complete map of finance department processes in a practical management structure.
Explore processes →Finance function map
An L1–L2 framework covering finance domains, deliverables and stakeholders.
Open map →Automation and AI priorities
Areas where automation and AI can improve speed, quality and control.
Explore priorities →Practical AI use cases
Scenarios with objectives, data requirements, expected impact and implementation constraints.
Explore scenarios →Practical scenarios
Choose the problem first
AI delivers value when it is part of a clear process, works with available data and keeps people in control where it matters.
Month-end close
- Reconciliations, journal entry checks and variance explanations
- Less manual work and transparent quality control
- Success metrics agreed before the pilot starts
Cash flow and budgeting
- Payment scheduling, forecasting and scenario planning
- Early visibility of cash shortfalls and possible responses
- Success metrics agreed before the pilot starts
Source documents
- Data extraction, classification and transfer to your ERP
- Faster processing gives your team more time for analysis
- Success metrics agreed before the pilot starts
Our approach
A small pilot. A clear metric. An informed rollout decision.
A step-by-step approach to a priority process, grounded in your company's actual constraints.
- 01
Diagnostics
Map the process, data, manual tasks and control risks.
- 02
Prioritisation
Assess value, complexity, data readiness and process ownership.
- 03
Pilot
Test the hypothesis within a limited scope and measure the impact.
- 04
Rollout
Integrate the solution, update procedures and develop it further.
Shall we start with one finance process?
In our first meeting, we discuss your challenge, context and a possible pilot — with clear criteria for success.
Beyond finance
AI scenarios for adjacent business processes
The same approach applies to sales, operations, support and HR: AI prepares context and recommendations, while people retain decision-making responsibility.
Finance · AI payment request reviewer
Checks requests against policies, budgets and transaction history, flags exceptions and prepares context for the approver.
- Scenario: request → budget check → risk review → approval routing
- Metrics: decision time, requests accepted without rework, manual checks
Sales · AI assistant for inbound leads
Collects enquiry context, clarifies missing information and prepares a summary and next step in the CRM while preserving conversation history.
- Scenario: new lead → context collection → qualification → CRM task
- Metrics: first response time, CRM completeness, time spent per lead
Operations · document and request processing
Extracts document data, checks required fields, classifies requests and routes them to the right team with an action log.
- Scenario: document → field extraction → rule checks → system record
- Metrics: field accuracy, processing time, manual clarification rate
Support · first-line assistant
Searches an approved knowledge base, drafts answers with sources and escalates unusual cases to a specialist with a short summary.
- Scenario: question → knowledge search → draft → response or escalation
- Metrics: drafting speed, accepted draft rate, escalations
HR · onboarding guide
Answers policy questions, guides employees through initial tasks and collects common questions using approved documents with source references.
- Scenario: employee question → policy search → sourced answer → HR feedback
- Metrics: questions resolved without HR, knowledge gaps, response time