Account management
Keep ledgers, balances and account records straight.
56 BUSINESS WORKFLOWS
Finance
AI use cases.
The close, the forecast, the invoice, and the audit trail. Explore the workflows below, then scope the right starting point with our team.
Search and filter these workflowsAccount reconciliation
Reconcile ledgers and bank statements and flag breaks.
Accounting
The entries, the standards and the close behind them.
Alpha factor research
Look for an edge, and test whether it survives.
Analyst scoring
Grade research consistently across a team.
Backtesting
Test the idea against history without fooling yourself.
Billing disputes
Work out who is right, from the contract and the record.
Budget planning
Consolidate departmental budgets and challenge assumptions.
Capital raising
Prepare the materials an investor will interrogate.
Collections outreach
Prioritise overdue accounts and draft reminders.
Commodities
Physical markets, storage and the spread.
Cost estimation
Price a piece of work before committing to it.
Deal analysis
Take a transaction apart before signing it.
Debt management
Order the repayments so the interest stops first.
Digital asset analysis
Read a token's mechanics before its price.
Economic analysis
Read a policy or a shock through the mechanism.
Expense auditing
Check expense claims against policy and flag anomalies.
Finance content
Write about money for people who are not in it.
Finance Q&A for the business
Answer spend and budget questions from finance data.
Finance workflow automation
Agents route approvals and update ERP records.
Financial analysis
Turn statements into the three numbers that decide it.
Financial data validation
Validate data feeds and catch errors before reporting.
Financial modelling
Run the scenario and show what moves the outcome.
Financial news analysis
Read the release and say what actually changed.
Financial report drafting
Draft management and board reporting narratives.
Financial technology
The rails, licences and integrations under a product.
Fixed income
Yield, duration and what a rate move does to it.
Forecasting & scenario modelling
Build driver-based forecasts and what-if scenarios.
Foreign exchange
Pairs, hedging and settling across currencies.
Instrument records
Keep security master data correct.
Investment research
Assemble the evidence behind a position, with its sources.
Invoice capture & coding
Extract invoice fields and suggest general-ledger codes.
Invoice matching & reconciliation
Match invoices, purchase orders, and receipts; explain exceptions.
Invoicing
Raise, chase and reconcile what is owed.
Market microstructure
Read how an order actually gets filled.
Month-end close support
Close checklists, accrual suggestions, and journal review.
Multi-agent trading analysis
Run several analyses and reconcile what they say.
News impact mapping
Trace an event to the instruments it touches.
Options
Price optionality and know what it costs to be wrong.
Payment infrastructure
The rails money actually moves along.
Payment integration
Wire up and reconcile the payment rails a business runs on.
Portfolio management
Weigh allocation against mandate and risk.
Portfolio risk review
Find the exposure nobody meant to take.
Public budgets
Read a budget document into what it funds.
Quantitative trading
Systematic strategies and the risk around them.
Regulatory compliance checks
Map regulations to controls and review disclosures.
Remittance
Cross-border transfers, cost and compliance.
Screening
Narrow a universe to a shortlist on stated criteria.
Supplier payment inquiries
Answer vendor questions about payment status.
Tax research & filing support
Research rules and prepare supporting schedules.
Trade setup analysis
Frame the entry, the exit and what invalidates it.
Trading signal analysis
Test whether a signal survives out of sample.
Trading system diagnostics
Find out why the system did what it did.
Transaction anomaly review
Explain unusual transactions surfaced by monitoring.
Variance commentary
Explain budget-versus-actual variances in plain language.
Wealth management
Plan around a household's whole balance sheet.
Workflows are opportunities to configure and validate with your team. Available integrations, deployment and measures of success are agreed for your scope.
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