This section covers how the Finance team moved from manual reporting and analyst-heavy workflows to building AI-powered dashboards, automation, and agents that changed how the team operates day to day.
Topics covered: the biggest bottlenecks before AI, how the team approached cash application and reporting automation, what surprised them, and advice for other Finance teams starting this journey.
download Download the Finance PlaybookAutomated payment-to-invoice matching across 74 bank accounts and 8 currencies with a 5-layer matching engine and human-in-the-loop feedback system.
Accounts ReceivableAutomated two-track notification system with proactive internal alerts, branded client emails, HubSpot logging, and a strike-based delinquency escalation framework.
Financial PlanningCentralized financial reporting dashboard that consolidates data from multiple sources into one interactive view for leadership decision-making.
ReportingAI-powered interactive executive dashboard replacing a 6–8 hour manual reporting process with a 30-minute review — complete with AI-narrated audio highlights, analyst-grade commentary, and 30+ automated QA checks.
Includes all use cases, prompts, and the full methodology