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AI Workspace for Modern Finance Teams

AI workspace for monthly reporting and finance close.

Automate variance analysis, management reporting, IFRS 18 workflows and CFO-ready outputs with explainable AI controls.

Finance AI Workspace dashboard with monthly close, estimate, financial analysis, IFRS 18, and reports
Actual application screenshot. Dashboard, Monthly Close, Estimate, Financial Analysis, IFRS 18 and Reports in one workspace.

Designed for

Designed for finance teams that own reporting quality.

CFOs
Group Controllers
Finance Directors
FP&A
Portfolio finance teams

Problem

Finance teams spend too much time producing reports instead of analysing them.

Excel
Manual commentary
PowerPoint
Email reviews
Version chaos
Month-end stress

Solution

One workflow from source data to management-ready outputs.

ERP
Upload
AI analysis
Review
Approve
Word
PowerPoint
Management

Main features

Six core modules for recurring finance work.

View all feature pages

Product areas

Workflows for reporting, analysis, packs and advisor use cases.

Actual application screenshotFinance AI Workspace dashboard with monthly close, estimate, financial analysis, IFRS 18, and reportsDashboardFinance AI Workspace
Actual application screenshotExecutive summary view with CFO-ready commentary and actionsExecutive SummaryFinance AI Workspace
Actual application screenshotVariance analysis key findings with confidence, evidence, and movement explanationsVarianceFinance AI Workspace
Actual application screenshotIFRS 18 preview with before and after reporting impactIFRS 18Finance AI Workspace
Actual application screenshotAI Advisor with guardrails, sources, confidence, and missing informationAI AdvisorFinance AI Workspace

Security

Built for controlled finance workflows.

Hosting

Finance AI runs on Google Cloud infrastructure through the existing Firebase App Hosting setup.

Authentication

Users sign in with Firebase Authentication before entering the protected workspace.

Encryption

Traffic is served over HTTPS and data flows are designed around controlled backend access.

Backups

Production data stores should be operated with regular backups and recovery procedures.

Role permissions

Tenant roles separate owner, admin, member, and viewer level access.

Demo

See Finance AI Workspace in action.

Book a 30 minute walkthrough of monthly reporting, variance analysis, and management packs.

Book a 30-Minute Demo