Solutions · Finance

Close faster. Forecast sharper.

Connect ledgers, billing, spend, and operational data. Get variance explanations, rolling forecasts, and anomaly alerts without living in spreadsheets.

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Ask anything about your data…
Revenue signal
+38.4%
Shift detected
Pattern
Repeat buyers spend 3.1x more in week two
Forecast
Demand peaks in 9 days — prepare inventory
Opportunity
Unused segment worth an estimated new revenue line
Agent
Weekly strategy brief sent to leadership
Seconds
to variance explanations
24/7
spend and anomaly watch
Plain English
no formulas required
1 workspace
for every financial source
The crunch

Finance spends the month explaining last month.

Month-end is a marathon of reconciliations and exports. Budget-versus-actual questions take days. Forecasts are stale the moment they ship. And unusual transactions surface during audit, not when they happen.

  • 01Variance analysis is manual and slow
  • 02Forecasts rely on static spreadsheets
  • 03Anomalies and duplicate payments slip through
  • 04Business partners wait days for simple answers
Capabilities

Everything Finance teams need, in one intelligence layer

Variance explained

Ask why a line moved and get the drivers, broken down by entity, team, and vendor.

Rolling forecasts

Build forward views from actuals and pipeline, and test scenarios in a sentence.

Anomaly detection

Flag unusual transactions, duplicate invoices, and out-of-pattern spend.

Cash visibility

See receivables, payables, and runway together, with early warnings.

Spend intelligence

Understand where money goes by vendor, category, and department.

Close agents

Automate reconciliation checks, flux commentary drafts, and reporting packs.

How it feels

From first question to first win in minutes

1

Connect your sources

Bring in ledger exports, billing, expenses, and budgets.

2

Ask in plain language

Try 'Why was marketing spend 18% over budget in Q2?'

3

Review the drivers

See the transactions, vendors, and trends behind every number.

4

Automate the cycle

Schedule monthly packs and set agents to watch for anomalies.

Use cases

Built for the decisions that move the needle

01

Month-end close

Draft flux commentary and spot reconciliation issues before the review.

02

Budget versus actual

Give every department head instant answers about their spend.

03

Scenario planning

Model hiring, pricing, or demand changes and see the impact on the plan.

04

Board reporting

Turn financials into a clear narrative with charts in minutes.

Outcomes

What changes when your data starts talking back

Days → hours
for variance analysis

Answer the 'why' as fast as the 'what'.

Always-on
anomaly detection

Unusual activity is flagged as it happens.

Every number
explainable

Drill from summary to transaction in one conversation.

Trust

Built for sensitive numbers.

Financial data demands rigor. Data AI keeps it protected, permissioned, and fully traceable. Built to support your audit and compliance programs.

  • Granular access by entity and role
  • Encryption in transit and at rest
  • Traceable answers back to source data
  • Complete activity history
FAQ

Questions, answered

Does Data AI give financial advice?

No. It analyzes your data and surfaces patterns and scenarios. Decisions stay with your team and advisors.

Can it work with our existing ERP?

Yes. Connect directly or upload exports from your accounting and ERP systems.

Can I trace an answer back to the source?

Yes. Every answer shows the data it is based on, down to the transaction.

Will it replace our FP&A models?

It complements them, making it faster to update, question, and explain your models.

Who can see what?

Admins control access by entity, department, and data source.

Spend less time on spreadsheets.

Give your finance team the speed to lead the business, not just report on it.

Start free