(AI for Finance)
The AI layer of your finance team
AI Infinity builds and operates the AI layer of the finance department on top of the ERP you already use. Specialist agents reconcile bank transactions continuously, process payables and receivables, forecast cash flow, accelerate the monthly close and flag anomalies before payments go out, with people approving every critical decision.
3–5 days
monthly close, down from 10–15 days
Typical outcome with AI agents in the close process
30 · 90 · 180
day horizons in the predictive cash-flow forecast
Forecast model scope
(01) What finance teams tell us
Sound familiar?
Reconciliation is a manual marathon at the end of every month.
The team still types invoice data into the ERP by hand.
Our cash-flow forecast is a spreadsheet nobody fully trusts.
Reconciliation is a manual marathon at the end of every month.
The team still types invoice data into the ERP by hand.
Our cash-flow forecast is a spreadsheet nobody fully trusts.
Reconciliation is a manual marathon at the end of every month.
The team still types invoice data into the ERP by hand.
Our cash-flow forecast is a spreadsheet nobody fully trusts.
Closing the month takes two weeks or more.
We find duplicate or irregular payments after they have been made.
Contract deadlines and price adjustments slip through the cracks.
Closing the month takes two weeks or more.
We find duplicate or irregular payments after they have been made.
Contract deadlines and price adjustments slip through the cracks.
Closing the month takes two weeks or more.
We find duplicate or irregular payments after they have been made.
Contract deadlines and price adjustments slip through the cracks.
(02) In short
Key
takeaways
- 01
AI Infinity's finance agents work on top of your current ERP, from TOTVS and Sankhya to SAP and Oracle NetSuite.
- 02
Bank reconciliation becomes continuous: agents read transactions through bank APIs and Open Finance and match them to ERP entries in minutes.
- 03
With agents in the close process, the monthly close typically drops from 10–15 days to 3–5 business days.
- 04
Anomaly detection flags duplicate payments, unusual amounts and unregistered beneficiaries before the money leaves.
(03)What the department runs
AI agents for
finance
Each capability is built on your data, integrated with your systems and operated by a dedicated AI Infinity squad.
- 01
Continuous bank reconciliation
Agents read statements in real time through bank APIs and Open Finance, match them against ERP entries and flag divergences in minutes, ending the month-end reconciliation cycle.
- 02
Payables and receivables with OCR
Invoices are read and validated against contracts and purchase orders, duplicates are detected and documents are routed for approval. Manual data entry disappears and the cycle drops from days to hours.
- 03
Predictive cash flow
Models analyze payment history, seasonality, the commercial cycle and external indicators to project inflows and outflows over 30, 90 and 180 days.
- 04
Faster monthly close
Calculations, cross-account reconciliation, trial balance and financial statements are automated, which typically brings the close from 10–15 days to 3–5 business days.
- 05
Anomaly and fraud detection
Continuous monitoring flags duplicate payments, amounts outside the usual pattern, unusual suppliers and unregistered beneficiaries, with alerts before the payment is executed.
- 06
Statutory filings and contracts
Agents consolidate statutory filings (in Brazil, SPED and eSocial among them) and centralize contracts, extracting clauses, deadlines and price adjustments, with renewal alerts in plain language.
(04) Client result
Finance operating in real time
AI Infinity runs a client's finance operation with AI agents working in real time and human curation at every decision point. The setup integrates with multiple banks through Open Finance, connects directly to the ERP and feeds executive dashboards that the board uses every day.
Read the full case- monthly close, down from 10–15 days
3–5 days
monthly close, down from 10–15 days
- day horizons in the predictive cash-flow forecast
30 · 90 · 180
day horizons in the predictive cash-flow forecast
(05)Integrations
Runs on the systems
you already have
AI Infinity builds the AI layer on top of your current stack. No system replacement, no new platform for your team to learn.
All integrations
TOTVS
SAP S/4HANA
Sankhya
Senior
Conta Azul
Omie
Oracle NetSuite
Asaas
(06) Rollout
How it
goes live
Four phases. The first agents run in parallel with your team until their accuracy is proven.
- 01
Mapping
We review payables, receivables, reconciliation, close, filings and contracts, and deliver a roadmap prioritized by impact and technical feasibility.
- 02
First agents
A controlled first deployment, usually reconciliation or invoice OCR, connected to the ERP and run in parallel with the team until accuracy is fully trusted.
- 03
Expansion
Predictive cash flow, automated close, anomaly detection, filings and contract management join in planned waves, with a permanent squad acting as an extension of the finance team.
- 04
Optimization
Models are refined with accumulated data, and advanced analysis such as default risk, churn and product-line performance supports FP&A and the board.
(07) FAQ
AI for Finance: common questions
01What can AI do in a finance department?
AI Infinity runs agents on six fronts in finance: bank reconciliation, payables and receivables, cash-flow forecasting, the monthly close, anomaly and fraud detection, and statutory filings with contract management. The agents work inside the existing ERP and leave approvals with the finance team.
02How does AI bank reconciliation work?
Agents read transactions directly from banks through APIs and Open Finance and match them against ERP entries as they happen. Divergences are flagged within minutes for review, which replaces exporting statements and reconciling them manually at the end of the month.
03How does AI prevent payment fraud?
The model learns the normal pattern of the company's transactions and flags anomalies as they occur: duplicate payments, unusual amounts, new or unusual suppliers and unregistered beneficiaries. Alerts arrive before the payment is executed, so the team can block or review it while there is still time.
04Do we need to change our ERP to use AI in finance?
No. AI Infinity connects to the ERP you already run, including TOTVS Protheus, RM and Datasul, SAP S/4HANA Finance, Sankhya, Senior, Conta Azul, Omie, Nibo and Oracle NetSuite. The agents read and write through integrations, and your finance team keeps the same system of record.
05Who owns the models and the financial data?
Your company does. AI Infinity builds and operates the agents, but the intellectual property, the data and the installed capability belong to the client. Each client's environments, data and models are isolated, and every agent action is recorded in an audit trail.
Connected areas
- AI for TaxContinuous compliance monitoring, filing cross-checks and tax credit recovery on your fiscal data.
- AI for LegalContract review at scale, litigation monitoring and drafting support, with lawyers in control.
- AI for S&OPA shared demand signal, real-time visibility and scenario simulation for a weekly S&OP cycle.
Put AI to work
in finance
Book a strategy session. We review your current architecture, map the bottlenecks and outline where AI pays off first. The session is free and carries no commitment.