Cash flow clarity shouldn’t take days. FinSight Agent delivers transparent views of liquidity across accounts, helping CFOs with multi-bank setups make faster, more informed decisions.
Hours wasted cleaning statements are hours lost to analysis. FinSight Agent structures stacked bank data instantly, so FP&A leaders in professional services, SaaS, and manufacturing can focus on forecasting, not formatting.
Reconciling transactions across accounts is usually a slow process. This ready-made solution automates reconciliations for controllers and accountants, giving finance teams with multi-bank setups a faster close every month.
Access structured, traceable financial data, readily available to auditors in professional services, banking, or manufacturing setups, to verify compliance with confidence.
PDFs weren’t built for finance teams in the first place. Without structure, statements slow down reporting, forecasting, and audits. FinSight Agent fixes the gap at the source.
Bank statements arrive in PDFs, CSVs, or Excel sheets, each bank with its own style. The lack of consistency forces teams into manual cleanup before they can even begin analysis.
Without a uniform format, reconciliation becomes nothing but a guess. Transactions are all across accounts, making it easy to miss anomalies or misclassify entries.
Hours of copying, cleaning, and aligning data not only delay reporting but also open the door to mistakes that affect across forecasts and compliance checks.
With statements locked in static files, finance teams can’t see liquidity as it shifts. The result: delayed decisions, compliance blind spots, and missed opportunities.
FinSight Agent parses through PDFs, Excel, or CSV statements from any bank. Transactions, balances, and metadata are automatically extracted and structured; no manual cleanup required.
Every inflow and outflow is categorized into payroll, vendor payments, taxes, receipts, or loans. Anomalies, duplicates, and suspicious entries are flagged instantly for review.
Track liquidity live, with daily, weekly, and monthly views. Consolidated reporting across banks and currencies via BI dashboards gives finance teams one version of the metric to act on.
Export structured, traceable financial data for auditors and regulators. Transparent reconciliation logs ensure every transaction has a verifiable trail.
The process starts with uploading PDFs, Excel sheets, or CSVs, or by connecting directly to bank feeds. FinSight Agent supports multiple banks and currencies with enterprise-grade security.
Once ingested, transactions, balances, and metadata are automatically extracted and reshaped into a clean, standardized schema, without any manual formatting.
Then, AI models step in to categorize inflows and outflows, payroll, vendor payments, taxes, receipts, or loans, while pinning anomalies, duplicates, and suspicious entries.
Finance leaders get role-based BI dashboards with daily, weekly, and monthly liquidity views. CFOs, FP&A teams, and controllers see a common picture across accounts.
Audit-ready data is pushed into ERPs, FP&A tools, or compliance systems, leading to faster closes, limited errors, and stronger reporting.
