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Finance Operations
Automate document-heavy payment operations, reconcile data across systems and let finance teams ask questions of ledgers in plain language — with SQL, lineage and approvals in view.
The challenge
Payment instructions and statements are re-keyed from scans and attachments.
Bank, ERP and spreadsheet data rarely agree without manual checks.
Every new question waits in the analytics queue.
What you can build
Extract and validate cheques, transfers and mandates with confidence-based review.
Plain-language questions return the figure, the chart and the SQL behind it.
Generate decks grounded in data questions, with sources cited in speaker notes.
Example workflow
A scheduled workflow pulls actuals, compares them with budget and drafts commentary for review.
Month-end
Schedule
01Execute SQL
Actuals vs budget
02Analyst agent
Variance notes
03Controller review
Approval Gate
04Excel Append
SharePoint
05Built-in controls
Platform
We'll map it with your team, build a working version on ZeaIQ and set up the approval, governance and ROI views your stakeholders need.
