Finance and financial services / 15 workflow briefs

AI finance operations use cases

Close the gaps between a source record and a reviewed finance pack. Connect reconciliation, planning and reporting tasks while financial judgement, advice and payment authority stay with the responsible team.

Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.

Explore the workflowsAll 283 use cases

A practical first step

Bring one real example.

Bring a recurring report and its source records. Agree metric definitions, reconciliation checks and who signs off the figures before the workflow prepares a live reporting or payment pack.

Custom AI agent developmentThe diagnostic and build process

Workflows to scope with your team

01Link to this workflow

Investment research briefing

The workflow
Gather approved company filings and research inputs into a sourced briefing, separating reported facts from assumptions.
Human approval
A qualified investment professional evaluates the research and recommendations.
Discuss this workflow
02Link to this workflow

Portfolio exposure review

The workflow
Combine approved holdings and risk measures into an exposure report, highlighting agreed threshold exceptions.
Human approval
The investment team interprets risk and authorises portfolio changes.
Discuss this workflow
03Link to this workflow

Trade settlement checks

The workflow
Compare trade confirmations with settlement instructions and custody records to identify mismatched dates, amounts or identifiers.
Human approval
Settlement operations approves corrections and release.
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04Link to this workflow

Financial adviser meeting preparation

The workflow
Organise client-provided goals, current arrangements and outstanding questions into a referenced adviser meeting pack.
Human approval
An authorised adviser assesses suitability and provides advice.
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05Link to this workflow

Expense policy checks

The workflow
Compare submitted expenses and receipts with the current expense policy, grouping missing evidence and rule exceptions.
Human approval
Finance approves reimbursement and any policy exception.
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06Link to this workflow

Revenue forecast preparation

The workflow
Combine agreed pipeline, contract and billing inputs into forecast scenarios with clear assumptions and changed inputs.
Human approval
Finance validates the model and approves the forecast.
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07Link to this workflow

Investor reporting packs

The workflow
Gather approved performance figures and commentary into a consistent reporting pack, checking period labels and reconciled totals.
Human approval
Finance and investor relations approve disclosure.
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08Link to this workflow

Portfolio review summaries

The workflow
Organise approved holdings, movements and fees into a client review summary with the reporting period clearly stated.
Human approval
The adviser verifies figures and approves client communications.
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09Link to this workflow

Tax return evidence preparation

The workflow
Collect requested source records, identify missing information and populate a draft working pack for the tax team.
Human approval
Qualified tax professionals determine treatment and approve filings.
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10Link to this workflow

Treasury planning scenarios

The workflow
Combine approved balances, expected receipts and planned payments into a liquidity planning worksheet with alternative assumptions.
Human approval
Treasury chooses funding and payment actions.
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11Link to this workflow

Financial agreement checks

The workflow
Compare a financial agreement with an approved review checklist and flag unusual clauses, missing schedules and inconsistent figures.
Human approval
Legal and finance assess obligations and approve terms.
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12Link to this workflow

Receivables follow-up planning

The workflow
Read ageing reports, disputes and payment promises to prepare a collection queue with evidence behind each overdue balance.
Human approval
Finance approves customer contact and credit-control actions.
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13Link to this workflow

Finance performance reporting

The workflow
Reconcile approved finance measures across reporting sources and draft commentary explaining movements and unresolved differences.
Human approval
Finance signs off definitions, figures and commentary.
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14Link to this workflow

Supplier payment evidence audit

The workflow
Trace selected payments back to invoices, purchase records and approvals, highlighting missing support or duplicate references.
Human approval
The audit owner confirms findings and corrective action.
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15Link to this workflow

Budget request coordination

The workflow
Collect budget requests, check required justification and route each request through the agreed approval sequence.
Human approval
Budget holders authorise allocations and changes.
Discuss this workflow

Keep exploring

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Make it yours

Start with the work that keeps coming back.

Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.

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