AI-Driven Finance Automation for the Financial Services Sector

Yes! Our system is designed to manage invoice processing across multiple branches, departments, or business entities, with entity-specific controls and consolidated reporting for complete financial oversight.

No, we integrate seamlessly with your existing ERP (Sage, Dynamics, SAP, and other integrations), enabling intelligent automation without replatforming.

Our workflows are built to handle both PO and non-PO invoices with ease. PO invoices are automatically matched to purchase orders and goods receipts, ensuring complete accuracy and compliance with procurement policies. Non-PO invoices follow intelligent, configurable workflows for coding and approval, giving finance teams full control and visibility at every stage. This flexibility allows Financial services organisations to manage diverse purchasing processes across departments while maintaining transparency, consistency, and audit readiness.

Vendors submit structured digital invoices through our Pagero integration, which are automatically validated, processed, and securely archived for full audit readiness.

Absolutely! Our agentic AI solutions scale effortlessly to manage high transaction volumes and complex multi-entity structures across large financial operations, ensuring consistent performance and accuracy at every stage.

With Power BI dashboards, you can track match rates, exceptions, approval times, vendor performance, and cash commitments in real time.