Automate the finance workflows that slow you down.
Digital Workers match invoices, clear AR exceptions, reconcile write-offs and forecast against live actuals. Nothing posts until your team approves it.
Customers automating their workflows
Pain Points CFOs will recognise:
Close Runs on Spreadsheets
Reconciliations across CRM, invoicing and the GL are done by hand. Written-off stock sits in a spreadsheet outside SAP. The close slips every month.
Invoices Stuck on Variances
When an invoice doesn’t match its PO, the reason is buried in an email. Invoices wait, suppliers go unpaid and accruals stay estimates.
Cash Trapped in AR Exceptions
Hundreds of open exceptions keep DSO above 45 days. The same short-pays return every month, and working capital stays locked up.
Forecasts Are Already Stale
Each product forecast takes three to six weeks to build by hand. By the time it lands, capital and pricing calls are made on old numbers.
What changes with Digital Workers?
A Faster, Cleaner Close
Every variance is traced to its root cause across CRM, invoicing and the GL, and every written-off batch is reconciled against SAP. Two to three days of close work finishes in minutes.
Invoices Matched and Explained
Each invoice is matched to its PO, and the email behind any variance is found and attached. Once a reviewer approves, the PO is updated and the invoice posted.
Exceptions Cleared at Volume
Every open AR exception is investigated in parallel and traced to the contract term behind it. Approved terms are logged in Salesforce, so the same short-pay is handled automatically next time.
Forecasts on Live Data
Actuals from the ERP, market data from IQVIA and site status from Veeva are pulled at run time. Every product in the portfolio gets a forecast the same day.
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Digital Worker Example: Automating Invoice Processing
Clears the whole backlog in one trigger
- Works through every invoice in the queue across Outlook, ServiceNow and your Oracle or SAP ERP.
Explains the variance, not just flags it
- Finds the supplier email or buyer approval behind each mismatch and recommends a resolution.
Acts only once you approve
- On approval, it updates the PO, posts the result and moves to the next invoice, until only genuine exceptions are left.
DATA READINESS
Digital Worker Blueprints for Finance:
Automates month-end reporting, finds root cause and provides corrections.
Automates forecasts for every product in the portfolio, drafts recommendation.
Resolves AR exceptions across systems and also cuts DSO & frees cash.
Blueprints for finance
Matches invoices to POs, explains variances & posts for payment.
Automates the reconciliation of every written-off product batch.
Reconciles rebates & chargebacks, forecasts net price accruals.
Reliability is what sets us apart:
Reliability is the difference between a fancy demo and AI you trust to run your processes while you sleep.
Reliability is engineered in at every layer of our technology, and our forward-deployed engineers are there to make sure it holds in your environment.
Full Audit Trail
Every figure traces back to the SAP document, ledger line or contract it came from.
Human-In-The-Loop
Journal entries, PO changes and settlements are drafted and evidenced, and nothing posts until your team approves it.
Continuous Learning
Known reconciling items, vendor patterns and approved resolutions are remembered, so each close is faster than the last.
reliability
Related Stories:
Touchless Invoicing
A global manufacturer moved touchless invoice processing from 10% to 90%. Nine in ten supplier invoices now clear without a person touching them.
Forecasting at Scale
Cisco runs forecasting across one of the world’s most complex supply chains, replacing slow manual analysis with Digital Workers that run continuously.
Common questions, answered
We have blueprints for financial reconciliation, invoice processing, order-to-cash, inventory write-off, portfolio forecasting and gross-to-net rebates. Each is configured to your systems and rules, and other finance processes are scoped with you.
With the process that costs your team the most days: usually the reconciliation, the invoice backlog or the AR exception queue. One process, one MVP in two to three weeks, then expand.
No. It investigates, drafts and recommends, and nothing is posted, paid, disputed or accrued until your team approves it. The human-in-the-loop gate is part of the platform, not a setting.
It absorbs the repetitive layer: the matching, the chasing and the evidence gathering. Your team reviews decisions instead of assembling them, and spends its time on the complex cases and the work only finance can do.
Matching engines, OCR and planning platforms flag the problem or store the number. Copilots can drop or mis-copy a figure and keep no audit trail. Digital Workers investigate the exception across your systems, recommend the fix and write it back once approved, with every figure handled through traceable tools. They sit on top of what you already have, so there is no rip and replace.
Every step is captured: what was checked, against which source, what was recommended, who approved it and what was written back. Every figure traces to the document, ledger line or contract it came from.
Pick 1 process. Give it 2 to 3 weeks.
Bring the reconciliation, invoice backlog, AR exception queue or forecast cycle that costs your team the most days. We will scope it, build it and run it against your systems.