
> I want to automate my finance function.
Reconciliation, reminders, consistency checks, monthly analysis: what AI does better than you, and what it must not do.
_Your situation
_You probably recognise yourself here
- Your teams spend their days on tasks that add nothing.
- Anomalies surface at the closing, never before.
- The monthly reporting commentary is rewritten by hand every month.
- Client reminders go out when somebody thinks of it.
_Our answer
_AI in the finance function
Automate the entry and the checking, not the decision.
We plug AI into Pennylane and your financial tools to handle the repetitive and flag the abnormal. Whatever engages your liability stays approved by a human.
_What we do for our clients
- Invoices and payments reconciled
- Client reminders triggered and drafted automatically
- Continuous consistency checks and anomaly detection
- Closing prepared: the points to watch identified beforehand
- Monthly reporting commentary produced, then approved
- A written line between what is automated and what stays approved
_Our proofs
_Figures that speak
“The month closes while we sleep, and we find the points to watch on the 2nd, not the 25th.”
_The tools involved
_The tools you will have access to
Anthropic - Claude
Document analysis and business automation.
OpenAI - ChatGPT
Conversational assistants and content generation.
Mistral
The French models, to keep your data in Europe.
Arthur
AI by SommeSi, plugged into your tools and your data.
Open Source models & local hosting
Open models hosted on your own infrastructure.
Notion
The knowledge base the AI reads from.
> Did you recognise yourself?
Twenty minutes to understand your situation and tell you what we would do. No commitment, and no slides.
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> The good news
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