Connected finance
Live visibility
Cash position, AR, AP, revenue leakage, vendor exposure, and working capital signals from connected systems.
Finance Intelligence Platform
Your ERP records transactions. Finteract AI delivers Confidence. Decisions. Leverage. Precision.
Connect your financial systems. Get answers, anomaly alerts, and cash forecasts from your live data — no warehouse, no migration, no new workflows.
Live in 1 day. No data migration.
Available on Google Cloud MarketplaceIntegrates with your existing tools
Finteract AI connects seamlessly with your existing financial systems, so you can get real-time intelligence and a comprehensive view of your financial position from anywhere.
Don't see your system? Ask us — we're adding new connectors quarterly.
The Real Problem
Your Finance Team Is Drowning.
And Nobody Notices Until It's Too Late.
Mid-market companies invest millions in ERPs. But the CFO still runs the business on spreadsheets, gut feel, and month-old data. Here's what that actually costs.
12+
days every month
Month-end never ends
Your team pulls reports from 4 systems, reconciles in Excel, rebuilds the same deck — then does it all again 3 weeks later.
100+
dashboards built
Charts everywhere, answers nowhere
Power BI shows what happened last quarter. Nobody on your team has time to figure out what it means or what to do about it.
$0
cash visibility
Cash surprises are the norm
Forecasting lives in a spreadsheet one person owns. When they're out, nobody sees the shortfall coming until it hits.
1–3%
of revenue — gone
You're leaking money right now
Billing errors, missed contract terms, uncaptured rebates. They compound every month and nobody catches them until audit season.
Finance teams spend 70% of time on data prep, not decisions
Only 28% of CFOs trust their real-time financial data
Average company uses 5+ disconnected systems for finance
Decision Shift
Stop Explaining Numbers.
Start Controlling Outcomes.
Most finance teams spend weeks understanding what happened. Finteract AI tells you what to do — before it impacts cash.
How Finance Works Today
Lagging view- Reports explain yesterdayTeams spend time understanding what already happened.
- Analysis takes too longWeeks go into slicing data before anyone can act.
- Decisions depend on peopleAnalysts, spreadsheets, and follow-ups become the workflow.
- Cash risks surface lateLeakage and delays are noticed only after impact.
- ERP shows data, not directionYou can see numbers, but not the next best move.
VS
With Finteract AI
Decision-ready- Get clear actionsImprove cash flow, reduce risk, and know what to do next.
- Ask and get answers instantlyExecutives move from waiting for reports to direct decisioning.
- Less dependency, faster actionCFOs and finance leaders can drive outcomes themselves.
- Find revenue leakage earlySpot payment risks before they hit collections and cash.
- System tells you what changed and why it mattersLive financial signals become business decisions, not static dashboards.
Day 1Connected to live ERP and finance systems
Week 1Revenue leaks and risk signals start surfacing
OngoingFrom static visibility to continuous financial action
From reporting numbers
→
to driving outcomes
We take care of the numbers.
You take care of the business.
Your finances? Handled. Your focus? Freed. Every financial blind spot, covered.
Pulse
Comprehensive financial analytics and insights
Finance SummaryAccounts ReceivableAnalytics
Current AR Balance
$2.4M
Pastdue AR Balance
$418K
Avg Days Past Due
38
Current AP Balance
$1.7M
Pastdue AP Balance
$62.3K
AR Aging
8M6M4M2M0M
Over 90 Days30-60 Days1-30 Days0-Current
Active Customers
264Total Customers
Active (100)
At Risk (50)
Inactive (114)
AP Aging
6M5M3M2M0M
Over 90 Days30-60 Days1-30 Days0-Current
Top 10 Delinquent Customers
Top 10 Customer Sales
Top 10 Vendors
Forge
Document ingestion & extraction
Files Processed
1,247
Records Extracted
18.4K
Accuracy
99.2%
Pending
3
Drop invoices, statements, or contracts
FileTypeStatusRecordsDate
inv_march_2025.pdfInvoiceProcessed142Mar 28
vendor_stmt_q1.xlsxStatementProcessed87Mar 26
acme_contract.pdfContractReviewing—Mar 25
ap_aging_export.csvExportProcessed310Mar 24
inv_feb_batch.zipInvoiceProcessed284Mar 20
customer_pos_q4.pdfPOProcessed56Mar 18
bank_stmt_march.pdfStatementQueued—Mar 30
credit_memo_012.pdfCredit MemoReviewing—Mar 29
Accord
Reconciliation engine
Matched
847
Exceptions
23
Match Rate
97.4%
Pending
8
Auto-Resolved
14
All TransactionsExceptions OnlyResolved
TransactionAmountSourceVarianceStatus
INV-20394$14,200ERP ↔ Bank—Matched
INV-20401$8,750ERP ↔ Bank+$320Exception
PO-11287$22,100AP ↔ Contract—Matched
INV-20415$3,400AR ↔ Payment-$150Variance
INV-20422$6,900ERP ↔ Bank—Matched
PO-11302$18,500AP ↔ Contract—Matched
INV-20438$4,200ERP ↔ BankDupDuplicate
INV-20445$11,800AR ↔ Payment—Matched
PO-11315$7,350AP ↔ Contract+$800Exception
INV-20460$2,100ERP ↔ Bank—Matched
Atlas
Finance copilot
Which customers have overdue balances above $20K?
Found 4 customers with overdue balances exceeding $20K:
| Customer | Overdue | Days | Status |
|---|---|---|---|
| Acme Corp | $94,200 | 112 | Escalated |
| Widget Credit | $52,800 | 78 | In Dispute |
| WFAN Radio | $36,400 | 64 | Contacted |
| Elevation Comp. | $28,100 | 45 | Payment Plan |
Sources: AR Aging Report, Customer Ledger
How many invoices from Acme Corp are aged beyond 90 days?
3 invoices from Acme Corp are past 90 days, totaling $94,200:
| Invoice | Amount | Due Date | Days Overdue |
|---|---|---|---|
| INV-4071 | $48,600 | Nov 12, 2025 | 142 |
| INV-4118 | $31,400 | Dec 03, 2025 | 121 |
| INV-4203 | $14,200 | Dec 28, 2025 | 96 |
Sources: AR Aging Report, Invoice Ledger
Ask a follow-up question...
Lens
Smart search across all data
Total Rebates Found
$138.6K
Applied
$82.4K
Unclaimed
$56.2K
VendorRebatePeriodContractStatus
Agrilink Food Corp$28,400Q4 2025C-1042Applied
Star America Toys$19,200Q4 2025C-1108Pending
Global Bartending$14,800Q4 2025C-0987Applied
Marina Golf Club$11,500Q4 2025C-1055Unclaimed
Elevation Computing$24,200Q4 2025C-1120Applied
Widget Connectors$15,000Q4 2025C-0912Applied
Shortstop Sports$25,500Q4 2025C-1134Unclaimed
Flow
Cash flow forecast — 13 week rolling
Net Cash Flow Timeline (Last Year)
Historical Projected
All TimeLast MonthLast 3 MonthsLast Year
₹75L₹50L₹25L₹0
Cash Flow Inflow
Paid Projected
All TimeLast MonthLast 3 MonthsLast Year
₹80L₹60L₹40L₹20L₹0
Cash Flow Outflow
Paid Scheduled
All TimeLast MonthLast 3 MonthsLast Year
₹60L₹45L₹30L₹15L₹0
Signal
Real-time anomaly detection
Active Alerts
12
Resolved (7d)
38
High Priority
3
Avg Resolution
4.2h
All AlertsHighMediumResolved
HIGHDuplicate payment detected — $14,200 to Vendor #44122h ago
HIGHMargin below threshold on SKU-8837 (12.1% vs 18% target)4h ago
HIGHUnauthorized discount applied — PO-11402, 22% off vs 10% max5h ago
MEDContract term mismatch — Net-30 invoiced as Net-606h ago
MEDRebate deadline in 5 days — $19.2K unclaimed from Star America8h ago
MEDAP aging spike — Acme Corp balance up 34% vs last month12h ago
MEDRevenue recognition gap — $8.4K unreconciled for Q1 close1d ago
LOWVendor #2201 credit terms changed from Net-45 to Net-302d ago
LOWNew vendor added — KL Industrial, pending W-9 verification2d ago
LOWCurrency rate deviation — EUR/USD drifted 1.8% from hedge rate3d ago
Audience
Built for AI-Ready CXOs and Finance Teams
Whether you're a CFO reporting to a PE board or a controller buried in month-end — Finteract AI meets you where your decisions happen.
CFO / Controller
Margin visibility, cash flow confidence, and audit readiness — without waiting for another report. On-demand answers and proactive alerts so you lead with data, not gut feel.
CEO / Owner
CFO-grade intelligence without a full finance team. Know your numbers before every board meeting without waiting for reports or hiring more analysts.
FP&A / Operations
Model scenarios, forecast cash, and surface working capital signals. Spend your time on analysis and planning — not pulling data and building spreadsheets.
See how it works for your role and your data.
How It Works
Live in 1 Day. Revenue Leaks Found in Week 1.
1
Day 1
Connect
We plug into your ERP via API. Read-only access. No migration, no disruption to your workflows.
2
Days 1–3
Configure
Your business rules, chart of accounts, and alert thresholds are set. Finteract AI learns your financial structure.
3
Week 1
Surface
First insights, anomalies, and cash projections appear. Your team starts asking questions and getting answers.
4
Week 2+
Act
Recommendations flow into your existing workflows. Reports generate automatically. Time shifts from data prep to decisions.
Security & Compliance
✓ SOC 2 Type II certified
✓ AES-256 encryption (transit + rest)
✓ Role-based access controls
✓ Read-only — no write-back risk
✓ Human-in-the-loop governance
Your finance team shouldn't wait months for clarity.
What Changes in the First 30 Days
From plugged in to wondering how you ever worked without it.
Day 1
Week 1
Week 2
Day 30
Get connected.
Your ERP, accounting, and bank data connected. No migration, no disruption — live data from day one.
Revenue Leaks Surfaced
Billing mismatches, duplicate payments, missed contract terms — found automatically before they compound.
Cash Forecast You Trust
Rolling 13-week projections from live data. Best-case, worst-case, likely-case — no more guesswork.
Your Team Works Differently
Board-ready reports generated automatically. Plain-English answers on demand. Data prep becomes decisions.
See it happen with your data.
Book a DemoFAQ
Frequently Asked Questions
Everything you need to know about FinteractAI, organized by topic.
Still have questions? We'd be happy to talk.
About Us
Finance does not need another dashboard. It needs a decision layer.
Finteract AI is a finance intelligence platform built for CFOs, controllers, FP&A teams, and business owners who need answers before the numbers go stale.
We connect to the systems your finance team already uses, including ERP, accounting, banking, contracts, invoices, and spreadsheets, then turn live financial data into sourced answers, anomaly alerts, cash forecasts, reconciliations, and board-ready intelligence. No warehouse. No migration. No new workflow for your team to babysit.
Our work starts with a simple belief: finance should be live, not late. Month-end reports, manual reconciliations, disconnected dashboards, and spreadsheet-owned forecasts leave leaders reacting to problems after the impact is already visible. Finteract AI surfaces the risks earlier, explains what changed, and shows what to do next.
What we build for
Connected finance systems become live operating context, so your team can move from manual prep to sourced, decision-ready output.
Question to answer
Sourced answers
Plain-English finance questions answered from live data with supporting context your team can trust.
Before impact
Earlier risk detection
Billing errors, margin drift, duplicate payments, delayed collections, and policy exceptions surfaced before they compound.
Decision-ready
Faster operating rhythm
Reports, reconciliations, forecasts, and variance reviews that move from manual data prep to decision-ready output.
Our Team
The team behind Finteract AI
Finteract AI is built by operators, engineers, designers, and customer teams focused on one thing: helping finance leaders move faster with better judgment from live data.
Ravi is driven by his vision to empower every enterprise and team with the same capabilities of a Worldclass company. He is passionate about creating maximum value for every client served by the highly capable FinteractAI team, while continuously learning from customers and partners.
While staying grounded in simple values, Ravi carries a modern outlook towards technology and particularly to the application of AI in enterprises. He believes in building sustainable, practical and high-impact technologies that solve real business problems and deliver measurable outcomes.
Outside of work, Ravi enjoys traveling and spending time with his family, friends and his pet. He likes spreading and receiving ideas and positive energy from the people he interacts with.
Meghana likes making complicated things feel simple.
She turns messy, fragmented financial data into systems that are actually usable. Her focus is on how data flows, how decisions are built on top of it, and where AI adds real value, not just noise.
She is particularly interested in responsible AI, tech policy, and human-computer interaction, with a strong emphasis on how systems shape decisions and user experience, not just how they function.
Leading cloud infrastructure and DevOps efforts on GCP, focusing on scalable deployments, automation, and system reliability. Drive CI/CD implementation, optimize cloud costs, and improve deployment efficiency across environments.
Collaborating with cross-functional teams and clients to deliver production-ready systems, while enhancing observability, security, and overall platform performance.
Naturally curious and tend to go down rabbit holes exploring random ideas or concepts. Outside of that, I enjoy working out, listening to music, and keeping things balanced. You'll find more of me at vivekmalapakatech.vercel.app
Data Platform Engineer
Ashlesha Kondapalli
As an AI Engineer, Ashlesha works closely with the team to improve FinteractAI modules, making them more accurate and efficient.
With a postgraduate background in Data Science, she uses her knowledge of machine learning and artificial intelligence to create, refine, and validate solutions that help deliver better financial insights and user experiences.
Take Control of Your Financial Future
Effortlessly manage, analyze, and optimize your finances powered by Finteract's flexible, user-friendly features.
Get started today and experience smarter, faster financial decision-making.