swisscommerce

AI for Finance and Accounting Teams

Month-end shouldn't take half the month.

Finance teams spend their days matching, chasing and re-keying. AI does the matching; your team does the judgment.

№ 01

What's dragging out every close

The month-end marathon.
Reconciliation takes days and holds up the numbers leadership is waiting for.
Forecasts that are stale on arrival.
Spreadsheet models don't update when the business changes.
Expense and invoice approvals that drag.
Manual review frustrates employees and vendors and ties up the team.
Budget problems found too late.
Overruns show up after they've grown, when it's too late to act.
№ 02

Why finance inherits everyone's mess

Finance sits at the end of every other team's process, so it inherits their mess: invoices in inboxes, receipts in photos, data in five systems. Close, forecasting and variance analysis are still built in spreadsheets, so they're slow and always looking backward.

№ 03

Close faster, see further

Close in days, not weeks: matching, coding and reconciliation done automatically, with your team reviewing only exceptions.
Numbers that stay current: forecasts and budget views that update as the business does.
Finance as a strategic partner: less data entry, more analysis leadership can act on.
№ 04

What we build for finance teams

01

Invoice processing: reads incoming invoices, codes them and matches them to POs for approval.

02

Reconciliation: matches bank, card and ledger entries and flags only what doesn't match.

03

Expense approvals: approves expenses that meet policy and routes the exceptions.

04

Collections: sends polite, escalating payment reminders on schedule and logs replies.

05

Forecast scenarios: builds what-if forecasts from pipeline and actuals in minutes.

06

Budget Q&A and commentary: answers department heads' budget questions and drafts monthly variance notes.

№ 05

FAQ

What finance work can AI automate?
Invoice entry and coding, bank and card reconciliation, collections reminders and first-draft monthly commentary. Your team reviews exceptions instead of every line.
Does it work with QuickBooks, Xero or NetSuite?
Yes. It connects to your accounting system and your bank feeds.
Is AI accurate enough for accounting?
It matches and codes, and flags anything it isn't sure of for a person. Nothing posts without the approval rules you set.
Start with the AI Deep Dive.

$2,500, 10 days, one written plan with the price of building it. You own the plan whether you build it with us or not. Already know what you need? Ongoing engagements start at $3,000/month.