For finance teams
Finance: close the month without chasing four systems
The number in the CRM does not match the number in the finance system, both are defensible, and someone spends a day working out why. Then a director asks for the same cut sliced differently and it starts again.
Questions you can ask on day one
Typed, spoken, or asked from the AI assistant your team already uses. Each answer arrives with the working shown.
- How much did we invoice last quarter, by region and currency?
- Which customers are more than 60 days overdue, and how much is outstanding?
- What is our unpaid payables balance by currency, as of today?
- Which accounts have open deals in the CRM and unpaid invoices in finance?
- Show me expense reports over 5,000 that are still awaiting approval
What changes
- A figure you can defend in the roomEvery answer carries the query and the source it came from, so a number can be traced back before it goes in front of a board rather than after somebody questions it.
- Currencies stay separate unless you say otherwiseAmounts in different currencies are reported separately. Nothing is summed into one unlabelled total that looks authoritative and means nothing.
- The same question, the same answerOnce your team agrees what a term means, that definition is applied every time, so the figure does not change depending on who asked.
- It stops rather than guessesIf two systems are not formally linked, it says so instead of matching customers by name and quietly double-counting.
Bring one of your own questions
The most useful demo is one where you ask something you already know the answer to, then something your data cannot answer. Both take a minute and tell you more than a feature list.