Book a Demo
Finance Intelligence Platform

Your ERP records transactions. Finteract AI delivers Decisions. Clarity. Confidence. Control.

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 Marketplace

Integrates 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

Board meeting in 48 hours? Pulse already built the deck. Every data source — unified, governed, formatted.

Forge

Invoices. Statements. Contracts. Drop them in. OCR and automation turn messy documents into structured financial data.

Accord

Transactions don't match themselves. Accord reconciles and flags exceptions across dynamic, shifting financial data.

Atlas

Ask a question about your finances. Get a sourced answer in seconds — from live data, with citations.

Lens

Find the number that matters — without digging through six reports. One search bar, one answer, every time.

Flow

Rolling 13-week cash projections from live data. Model best-case, worst-case, and likely-case scenarios on demand.

Signal

Margin drift, billing errors, and policy breaches surface in hours — not quarters. Your team reviews exceptions, not everything.

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
Star America Toys
Marina Golf Club
Agrilink Food
Widget Credit Card
WFAN Radio
Microchip Restaurant
Elite Answering
Top 10 Customer Sales
Agrilink Food
Global Bartending
Microchip Resta...
Elevation Comp...
Widget Connect...
Star America To...
Sacramento Ind...
Top 10 Vendors
Star America Toys
Marina Golf Club
Agrilink Food
Widget Credit Card
WFAN Radio
Microchip Restaurant
Elite Answering
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.pdfContractReviewingMar 25
ap_aging_export.csvExportProcessed310Mar 24
inv_feb_batch.zipInvoiceProcessed284Mar 20
customer_pos_q4.pdfPOProcessed56Mar 18
bank_stmt_march.pdfStatementQueuedMar 30
credit_memo_012.pdfCredit MemoReviewingMar 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 ↔ BankMatched
INV-20401$8,750ERP ↔ Bank+$320Exception
PO-11287$22,100AP ↔ ContractMatched
INV-20415$3,400AR ↔ Payment-$150Variance
INV-20422$6,900ERP ↔ BankMatched
PO-11302$18,500AP ↔ ContractMatched
INV-20438$4,200ERP ↔ BankDupDuplicate
INV-20445$11,800AR ↔ PaymentMatched
PO-11315$7,350AP ↔ Contract+$800Exception
INV-20460$2,100ERP ↔ BankMatched
Atlas
Finance copilot
Which customers have overdue balances above $20K?
Found 4 customers with overdue balances exceeding $20K:
CustomerOverdueDaysStatus
Acme Corp$94,200112Escalated
Widget Credit$52,80078In Dispute
WFAN Radio$36,40064Contacted
Elevation Comp.$28,10045Payment 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:
InvoiceAmountDue DateDays Overdue
INV-4071$48,600Nov 12, 2025142
INV-4118$31,400Dec 03, 2025121
INV-4203$14,200Dec 28, 202596
Sources: AR Aging Report, Invoice Ledger
Ask a follow-up question...
Lens
Smart search across all data
7 results from Accounts Payable, Contracts, Vendor Ledger
APContractsQ4 2025
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 Demo
FAQ

Frequently Asked Questions

Everything you need to know about FinteractAI, organized by topic.

Still have questions? We'd be happy to talk.

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.