AI-Augmented Finance Operations

Board-ready finance narratives in hours — grounded & auditable

Generate variance explanations and board memos from your system-of-record data — without guessing. Every output links to source data, timestamps, and approvals.

See Sample Output Book 20-min Evaluation

Security & AI governance

8–15 hrs Saved per memo cycle
< 1 hr Close-to-commentary
100% Audit trail on every narrative
Built with finance teams from Seed–Series B

How It Works

From close data to board memo in three steps

1

Connect your data

Upload your GL export from QuickBooks, Xero, or NetSuite. We read your data — we never write back.

QBO Xero NetSuite
2

Generate narratives

Scoped AI analyzes variances and drafts explanations. Every claim cites source data. The system won't guess — it asks or abstains.

Sources panel links every line to GL data
3

Review & approve

Human finance reviewer checks every draft. Approval timeline, version history, and audit log are built in — not bolted on.

No memo delivered without human sign-off

Sample Output

See what your board gets

A real variance memo generated from sample data. Not a mock-up — actual pipeline output with sources and approval trail.

NovaCRM, Inc. — February 2026 Variance Memo

Executive Summary

February revenue of $473.4K exceeded budget by $15.4K (+3.4%), driven by strong SaaS subscription growth that more than offset a shortfall in professional services. Total expenses exceeded budget by $14.1K (+3.3%), primarily from legal costs tied to the Series B process.

Operating income of $31.3K beat plan by $1.3K.

Topline Performance

MetricActualBudgetVarSignal
Total Revenue$473,400$458,000+3.4%Favorable
Gross Profit$383,700$372,500+3.0%Favorable
Total OpEx$352,400$342,500+2.9%Watch
Operating Income$31,300$30,000+4.3%Favorable

Full memo continues with revenue detail, expense variance, headcount, risks, and recommended actions...

View Full Sample Output Book evaluation

AI Controls

AI governance finance teams expect

Explicit commitments, not marketing claims. Only statements that are true for Engerman today.

No training by default

Customer data is not used to train public models by default. You control retention and access. We process your data to generate your memo — nothing more.

Full traceability

Every generated narrative links to source data and includes timestamps and approval history. Source → logic → output → approval, all recorded.

Hallucination containment

The system does not guess. If evidence is missing, it asks for clarification or flags uncertainty. Scoped AI on constrained tasks, not open-ended generation.

Access controls

Data isolation between customers enforced by design. RBAC, SSO, and least-privilege access. PII masked by default in reviewer UI.

View Security & AI Governance

Pricing

Transparent pricing, not sales theater

Start with a 90-day pilot. Scale when your team is ready.

Pilot

90-day design partner

$1,500 /month
  • Up to 3 memos/month
  • 48-hour SLA
  • 1 data source
  • Dedicated QA reviewer
  • Weekly feedback calls
Start Pilot

Starter

For lean finance teams

$3–4K /month
  • Up to 3 memos/month
  • 48-hour SLA
  • 1 data source
  • Portal access for team
  • Audit log & version history
View Details

Pro

Multi-entity finance teams

$8–10K /month
  • Multiple entities
  • 24-hour / 4-hour close-week SLA
  • Multiple data sources
  • Custom COA templates
  • Priority support
View Details

What drives price: data sources, entities, SLA tier, and support level. See full pricing breakdown →

Ready to see your data in a board memo?

Get a sample variance memo from your own GL export, or book a 20-minute evaluation with our team.

See Sample Output Book 20-min Evaluation