Executive Summary
AI & automation can reduce financial analysis time by up to 70%—from parsing to dashboards—while improving accuracy.
Automating Parsing
NLP categorizes transactions; reconciliation drops from days to hours.
Smart Expense Tags
Standardized categories improve margin visibility.
Revenue & Cohorts
AI reconciles invoices with bank inflows; generates cohorts.
Dashboards & Anomalies
Automated pipelines power BI and flag risks early.
Consulting Takeaways
- Automate 20–30% first for quick ROI.
- AI preps data; humans judge.
- Faster closes, higher confidence.