Invoice processing
Extract invoice fields, validate against known rules and route exceptions for review.
Evidence: manual entry time, exception rate, processing delay.
KPI: touch time, cycle time, error rate.
Collections
Prioritise overdue accounts and draft context-aware follow-ups using invoice and customer history.
Human oversight: material disputes, sensitive accounts and payment commitments.
Reconciliation
Match transactions using deterministic rules first, then use AI or probabilistic matching for ambiguous descriptions where appropriate.
Expense review
Flag missing evidence, policy exceptions and unusual patterns for human review rather than making unsupported accusations.
Generate first-draft variance commentary from approved financial data, with finance ownership of interpretation and sign-off.
Forecasting support
Use AI to explain drivers or structure assumptions, but preserve accountable financial forecasting and transparent model inputs.
Finance use cases can be control-sensitive. Prioritise auditability, permissions and clear exception handling over maximum autonomy.
