Module

Finance

Accounting, reporting, bank, taxes

Money and books in one loop: invoices and payments, bank statements applied automatically, reconciliation, taxes and the month-end close, IFRS reporting with the management view beside it. The cash forecast shows a gap before it arrives and suggests which payment to move. Every entry lands in the log with an author and a rationale, and whatever the system is unsure about it flags and leaves to you. A core module — it cannot be switched off.

Business outcome
Accounting, reporting, bank, taxes
Digital employee
Applies bank statements and reconciles entries overnight
Human control
Every entry lands in the log with an author and a rationale
Verified product route
/finance/bank-reconciliation
Bank reconciliation
Unmatched
Customer paymentInvoice found
Suggested
Supplier paymentRule matched
Posted
Bank feeExpense category
The digital bookkeeper posts itPosting waits for your yes
DIGITAL EMPLOYEES · LAUNCH

Digital employees run the work — AI is not a side panel

They read the same documents as your team, prepare the next action, surface exceptions and keep the decision trail inside the process.

You set the authority. External messages, money and irreversible actions remain approval-gated until verified evidence earns a wider mode.

  1. DAY 1See the process working

    Choose an industry preset and start with realistic demo data; the team sees the target flow before migration.

  2. FIRST WEEKConnect real evidence

    Import or connect source data. Digital employees observe, draft and expose gaps while people confirm decisions.

  3. TARGET · 4 WEEKSMove the operating loop

    For a typical 50-person company, the target is four weeks. Source quality, integrations and legal requirements can change it.

Who does the work

The digital employees of this module

A module is more than screens. Digital employees work behind them: they prepare the decision and bring it to you instead of waiting for you to type everything in. Below — who exactly, what they do, and where their authority stops.

Bookkeeper

Applies bank statements and reconciles entries overnight

  • matches payments to invoices and flags the doubtful ones
  • drafts journal entries and explains why they are what they are
  • posts nothing it is unsure about — it flags and leaves it to you

Every entry lands in the log with an author and a rationale

Treasurer

Looks ahead on cash and shows the gap before it happens

  • builds an inflow/outflow forecast from the obligations calendar
  • warns about a cash gap before it arrives
  • suggests which payment to move so the gap closes

Sends no payments — it prepares the decision, you send

WORK, NOT A FEATURE LIST

See what changes in the workflow — and where it lives in the product

Every capability below is tied to an implemented product route. A reviewed product screenshot is shown when it exists in this language; otherwise the route is explained as a transparent work loop, never as invented UI.

  1. 01

    Bank: a four-step end-to-end process

    Accounts and connections (IBAN, BIC, currency, API access) → statement by sync or file with a pre-check → matching and posting with auto-suggestions, partial and split payments, FX differences and exceptions → verify the books: entries, journal, general ledger. The digital employee proposes a match and shows its confidence; you post it.

    PRODUCT ROUTE/finance/bank-reconciliation
    01SignalBank: a four-step end-to-end process
    02Digital employee preparesmatches payments to invoices and flags the doubtful ones
    03Human decidesEvery entry lands in the log with an author and a rationale
    Work map built from the implemented product route — not a stock image.
  2. 02

    Invoices, payments, collections

    Customer and supplier invoices, payment terms, advances and offsets, overdue follow-up. Debtors do not get lost between emails.

    PRODUCT ROUTE/finance/collections
    01SignalInvoices, payments, collections
    02Digital employee preparesbuilds an inflow/outflow forecast from the obligations calendar
    03Human decidesSends no payments — it prepares the decision, you send
    Work map built from the implemented product route — not a stock image.
  3. 03

    Reporting you can drill into

    Balance sheet, P&L, cash flow and trial balance — drillable down to the entry and the document. Management accounting under IFRS.

    PRODUCT ROUTE/finance/balance-sheet
    01SignalReporting you can drill into
    02Digital employee preparesmatches payments to invoices and flags the doubtful ones
    03Human decidesEvery entry lands in the log with an author and a rationale
    Work map built from the implemented product route — not a stock image.
  4. 04

    Tax and period close

    A tax centre with rates and regimes, accruals and checks, and a close cockpit listing what still blocks the period.

    PRODUCT ROUTE/finance/close-cockpit
    01SignalTax and period close
    02Digital employee preparesbuilds an inflow/outflow forecast from the obligations calendar
    03Human decidesSends no payments — it prepares the decision, you send
    Work map built from the implemented product route — not a stock image.
  5. 05

    Unit economics

    Profit by customer, channel and SKU; cost including overheads. You see what is left, not just revenue.

    PRODUCT ROUTE/finance/unit-economics/sku
    01SignalUnit economics
    02Digital employee preparesmatches payments to invoices and flags the doubtful ones
    03Human decidesEvery entry lands in the log with an author and a rationale
    Work map built from the implemented product route — not a stock image.
BUYER QUESTIONS

What teams usually need to know before they start

Can we start with Finance without replacing everything at once?

Yes. Start with one workflow and the data it needs. Add adjacent modules only when the operating process calls for them.

What does AI do inside Finance?

Digital employees watch product records, prepare the next action, surface exceptions and keep the decision trail. Their exact actions and authority gates are shown on this page.

Which decisions stay with people?

Your team sets the authority. External messages, money and irreversible actions stay approval-gated until you deliberately expand the operating mode.

How quickly can we see a working flow?

You can review the target flow with realistic demo data on day one and connect real evidence during the first week. For a typical company of up to 50 people, four weeks is the target for moving one operating loop; source quality, integrations and legal requirements can change it.

START WITH ONE REAL PROCESS

Bring the workflow that costs your team the most attention

Map its data, decisions and approval gates first. Then see exactly what the module and its digital employees can take over — before you commit to a wider rollout.

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