Your Finance Ai Journey
Three phases of Ai maturity — from Ai Agent to Brain to fully Autonomous operations. Click any phase to expand or collapse.
Works With Your Existing Stack
Seamlessly integrates with the tools your team already uses — no rip-and-replace required.
What We Actually Build For You
Concrete deliverables — not strategy decks. Here is exactly what gets built in your Finance department.
What This Looks Like In Practice
Real scenarios showing how FINA transforms Finance operations — the challenge, the solution, and the measurable outcome.
Bookkeepers were spending 60% of their time on data entry — categorising transactions, reconciling accounts, and processing invoices — leaving little capacity for advisory work that clients actually valued.
FINA automated transaction categorisation, invoice processing, and bank reconciliation across 45 client accounts, flagging anomalies and exceptions for human review rather than requiring manual processing of every transaction.
Data entry time reduced by 72%. Bookkeepers shifted to advisory roles, increasing billable rate per hour by 35%. The firm took on 8 additional clients without hiring.
Cash flow forecasting was done monthly in Excel by the CFO. The business regularly had cash flow surprises — unexpected shortfalls that required emergency overdraft use.
FINA built a rolling 13-week cash flow forecast connected to their Xero data, with weekly automated updates and alerts when projected cash fell below a defined threshold.
Emergency overdraft use dropped to zero in the 12 months following implementation. The CFO identified a seasonal cash flow pattern they had never seen before, allowing proactive financing arrangements.
The owner was receiving monthly financial reports from their accountant but had no real-time visibility into which store was performing, which product categories were profitable, and where costs were blowing out.
FINA built a weekly financial performance dashboard with store-by-store P&L, product category margin analysis, and automated budget variance alerts — delivered to the owner's phone every Monday morning.
Owner identified an underperforming product category that was masking the profitability of the rest of the range. Removing it improved overall gross margin by 6 percentage points.
Could your Finance department see similar results?