/ solutions / finance
Finance stops being the manual layer
Rebuilding the same reports, reconciling by hand, chasing the close: that is where a finance team's month goes. We build the systems that do that work, from your data up, so the team moves to judgment.
Reporting stops being a monthly rebuild
The monthly reporting cycle starts with days of rebuilding the same master file by hand.
A clean data layer feeds an agent that builds the cut you ask for in plain language, live, with no report to prepare first. It replaces the Power BI and Tableau licenses, and a standing audit flags duplicate payments, split POs, and off-policy spend, so the team works a queue instead of hunting.
Invoices come off the AP desk
Quote and invoice attachments get pulled from the mailbox, then the vendor, line items, and amount are extracted, checked against your delegation-of-authority matrix, and routed for approval. The AP team stops being the routing layer between the inbox and the approver.
One capital request stays one record
Capital budgeting runs on spreadsheets and email, with every stage re-keying the same numbers and approvals that restart whenever one times out. We make one request one record, from concept to disposal, with IRR, NPV, payback, and ROI live on every read. An approval that times out escalates instead of starting over.
Reconciliation and categorization happen once
The close drags because the same transaction gets handled over and over: matched, reconciled, then categorized again for tax and for management.
We do it once. A delivery milestone becomes an invoice, reconciled and categorized on one record, with a person only on the sign-off.
/ use cases
What we build for Finance
The reporting pack stops being rebuilt every close
Explore ›Invoice routingThe delegation-of-authority matrix stops being a lookup someone does by hand
Explore ›Capital budgetingThe capital budget stops being a folder of spreadsheets finance reconciles by hand
Explore ›Close copilotThe close stops waiting on the one person who remembers how it was done last time
Explore ›/ start
Point us at the finance workflow costing you the most
Answer a few questions and we scope it, or email hello@mcintoshsystems.com.