AI for finance that closes faster
Finance teams spend the start of every month assembling numbers instead of explaining them. We automate the close, the variance commentary and the checks with AI built into Excel, Power BI and your accounting system, so your analysts start with answers.
At a glance
- Works with
- Excel, Power BI, Dynamics 365, your ERP
- Built on
- Azure OpenAI, Power Automate
- Sign-off
- Your finance team owns every output
- Data stays
- In your Microsoft tenant
Enterprise Experience. Proven Expertise.
Organizations our engineers have supported across healthcare, government, education, retail and small business.
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
Risk assessment & Office 365 consulting
A close that doesn’t take two weeks
Most of the close is gathering and checking, not analysis. We move the checks into the month so the last week is review rather than assembly.
Close automation
Close tasks run and report their status automatically, so nothing waits on a spreadsheet tracker.
Continuous reconciliation
Accounts are matched and checked as transactions post, not all at once at month end.
Anomaly alerts
Duplicate payments, unusual entries and out-of-pattern spend are flagged as they post.
Analysis that starts with a draft
Analysts write the same explanations from scratch every month. AI drafts the first version from the underlying transactions, and your team edits it.
Variance commentary
Budget-versus-actual differences are found and explained in a first draft your team edits.
Rolling forecasts
Forecasts update from live data instead of a spreadsheet rebuilt each month.
Scenario modeling
Ask what-if questions in plain English in Excel and get the numbers behind the answer.
Numbers leaders can use the same day
The CFO and leadership team get current numbers with plain-English explanations, without waiting for someone to build the pack.
Live finance dashboards
Power BI views of cash, spend and performance, refreshed automatically.
Plain-English summaries
Each month’s results summarized in a short brief, ready to share.
Full audit trail
Every AI-drafted figure traces back to its source transaction and records who approved it.
Every project follows the same four steps
- Discover. We map the workflow end to end: every manual step, system and handoff. You get a short list of where AI pays back first, before anything is built.
- Architect. We design the data flows, Microsoft 365 and Azure integrations, security model and the points where a person approves. You sign off before we build.
- Deploy. We build inside your tenant, run it side by side with the current process on real data, and switch over only when the output matches.
- Measure. We track the result against the baseline from Discover and tune it on real feedback until it runs at full effectiveness.
Automated variance commentary
A typical first project takes the monthly budget-versus-actual pack. We connect your accounting data to Power BI, set the thresholds that matter to you, and use Azure OpenAI to draft the explanation for each significant variance from the underlying transactions. Your analysts review and edit the draft instead of writing it.
Commentary that used to take days is a review that takes hours, and every number traces back to its source.
The operational payoff
- The close is shorter because checks run continuously, not at month end.
- Analysts edit a draft instead of starting from a blank page.
- Unusual entries are caught when they post.
- Every AI-drafted figure traces back to the source transaction.
Common questions
How does AI shorten the close?
By running reconciliations and checks throughout the month, tracking close tasks automatically, and drafting commentary, so the last week is review rather than assembly.
Will it work with our accounting system?
Yes for most systems. We connect through standard connectors, APIs or secure scheduled exports, and work in Excel and Power BI, which your team already uses.
How accurate is automated variance commentary?
The numbers come straight from your ledger, so they are exact. The written explanation is a draft based on the underlying transactions, and your team reviews and edits it before it is used.
How does anomaly detection work?
It learns what normal looks like for each account, vendor and pattern of spend, and flags entries that fall outside it, such as duplicates, unusual amounts or new payees.
Who is responsible for AI-generated outputs?
Your finance team. AI prepares and drafts; people review, approve and sign off, with a full record of what was generated and what was changed.
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Get your close week back
A free 30-minute call to find the finance work AI should take over first. Or email sales@cloud2networks.com.
