See every morning where cash is running off plan without waiting for month end, and stop arguing over whose number is right.
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Executives & finance · 01 / 13
AI roadmap for executives and finance
Start AI with the management report: one set of numbers every system agrees on, and a morning note on what changed and why.
Executives & finance “The management report arrives on the 10th of the following month, the numbers from three systems disagree, and half the meeting goes to arguing which figure is right.”
The problem
Most organisations keep their numbers in at least three places. Sales sit in the ERP, costs in the accounting system and targets in the planning team’s Excel. At month end, finance pulls them out and reconciles by hand. It takes until the second week of the following month, and somewhere along the way a formula gets edited or a figure lands in the wrong cell.
By the time the report reaches the executives, the sales figure and the accounting figure disagree, so the meeting goes to working out which is right instead of deciding what to do. A simple question like which branch’s margin dropped this month waits several more days.
How we solve it
We start by tracing where every figure in the report comes from, then set one data set as the official one. The first system we build together is a management report that pulls straight from the ERP and the accounting system, merges them every night, and every morning writes a short note on what changed since yesterday and which numbers deserve a look.
Executives can ask in plain language, for example why freight costs rose this month. The system answers from the same data finance uses and says which system each figure came from, so everyone in the room is looking at the same number.
Adjustments, the close and any approval that touches the books stay with finance. The AI reads, merges and summarises. When two systems disagree, it shows where they differ and a person decides which one is right.
How it runs
Work comes in from
- ERP and accounting system
- Planning team’s Excel
- Sales system and CRM
- Interviews with executives and finance
What the AI does
- Trace where every figure comes from
- Rank use cases by payback
- Deliver the 90-day roadmap
- Build the first management report together
Where it lands
- Morning summary for executives
- A dashboard every team agrees with
- A finance team that runs it from here
- Next phase, with a budget
Before and after
Before
After
The management report lands in the second week of the following month
A note on what changed is ready every morning from last night’s data
Three systems, three numbers, and a meeting spent arguing
One set of numbers for every team, each traceable to its system
An executive asks for a number and waits days for finance
Executives ask in plain language and get an answer from the same data
What you get
- 01
An audit that traces every figure in the management report back to its system and the hands it passes through, and shows where the numbers stop agreeing
- 02
A list of finance use cases ranked by payback, such as a faster month-end close, automatic reconciliation and a daily P&L summary
- 03
A 90-day roadmap that says which phase connects which system, who on the team it needs and how each phase is measured
- 04
The first system, built together: a management report that pulls from the ERP and the accounting system into one set, with a note each morning on what changed and why
- 05
A rule for which set of numbers is official and who may change it, plus a workshop where executives learn to question that data in plain language
Who gets what
We connect to the ERP and the accounting system through their API or a read-only database link first, with no change to the existing systems. Every executive question leaves an audit log of the data it pulled.
Finance stops copying numbers between systems every month end and spends the time explaining what the numbers mean.
Who this fits
Multi-branch companies and groupsManufacturers and distributorsRetail and servicesCompanies preparing to listFamily business groups
Connects with what you already run
SAPOracle NetSuiteMicrosoft DynamicsPEAKExcelPower BI
Development process
- 1
Discover
Requirements, users and success metrics, with scope and price fixed before we start.
- 2
Design
UX and system architecture; the prototype is approved before anything is built.
- 3
Build
AI-accelerated sprints with a demo every week, reviewed by senior engineers.
- 4
Test
QA, security and performance verified against the agreed scope.
- 5
Launch & care
Production deploy, team training, and a monthly care plan.
Turn your business problem into a system that works for you
Tell us today — get an executive-ready proposal with the plan and budget.
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