FINANCE AUTOMATION

AI systems built around financial work

ArcGrid designs connected workflows across accounting, FP&A, treasury, expense operations, and management reporting with controls integrated throughout.

WHERE AI FITS

Operational workflows with measurable friction

01 / ACCOUNTS PAYABLE

Invoice and Exception Operations

Document intake, field validation, purchase-order matching, exception context, approval routing, and posting support.

02 / ACCOUNTS RECEIVABLE

Collections and Cash Application

Payment matching, discrepancy identification, customer follow-up preparation, promise tracking, and escalation.

03 / CONTROLLERSHIP

Close and Reconciliation

Task coordination, balance comparison, break investigation, supporting schedules, close readiness, and evidence assembly.

04 / FP&A

Variance and Management Reporting

Actual-versus-plan analysis, driver investigation, owner commentary, recurring reporting, and narrative preparation.

05 / TREASURY

Cash Visibility and Operations

Position consolidation, movement monitoring, recurring summaries, policy checks, and exception escalation.

06 / EXPENSE

Policy Review and Coding

Receipt checks, duplicate detection, coding support, policy application, missing-information requests, and approvals.

OPERATING MODEL

From assistance to controlled execution

LEVEL 01Prepare

Gather data, assemble context, and draft outputs for human review.

LEVEL 02Recommend

Identify issues, suggest actions, and explain the evidence behind them.

LEVEL 03Coordinate

Route tasks, collect approvals, update status, and manage exceptions.

LEVEL 04Execute

Perform approved actions within defined permissions and thresholds.

The correct level of autonomy depends on risk, reversibility, materiality, control requirements, and demonstrated reliability. ArcGrid selects the appropriate level of autonomy for each process.
BUSINESS OUTCOMES

Measure operational performance

01 / CAPACITY

Reduce routine touch time

Give finance professionals more capacity for investigation, judgment, and decision support.

02 / SPEED

Shorten waiting and cycle time

Keep work moving across systems and owners through continuous coordination.

03 / CONTROL

Improve consistency and evidence

Apply rules more consistently and preserve a clearer record of actions and approvals.

Choose the first finance workflow

ArcGrid will map the process, score the opportunity, and define a controlled route to production.

Discuss Your Workflow