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varolio

AI for Finance & accounting

Close the gapsMove finance work forward

Connect invoices, delivery evidence, agreements, and approval trailsFind the disputes and reconciliation work that consume your team’s time, then deploy AI grounded in the evidenceConnect invoices, agreements, and supporting evidenceFind disputes and reconciliation work that AI can help resolve

Find your finance opportunitySee the workflow

Start with your operationNo defined AI use case needed

Accountant reading documents at a desk.
Finance & accountingThe work behind the workflow

The work

Connect orders, invoices, and disputes to the next useful action

The evidence

  • Invoice
  • Signed delivery note
  • Customer email

The first measure

Dispute resolution time

01Reconstruct

See the work behind the receivable

Bring the order, delivery record, invoice, and customer correspondence togetherUnderstand the actual blocker and who owns its resolutionConnect the order, delivery record, invoice, and customer correspondence

Records from several systems converge into one reconstructed case

The operational footprint

Case intelligence

Invoice Case

INV-20931

Reconstructed
Owner
Accounts receivable
Current blocker
Delivery quantity disputed
Next step
Prepare a documented resolution
  1. Record
  2. Update
  3. Current state

Evidence 03

Current blocker

Delivery quantity disputedThe next step is assigned to accounts receivable

02Find the friction

Find why cash gets stuck

Trace repeated disputes, missing documents, and delayed responsesPrioritize the causes you can address and establish the baseline before deliveryTrace repeated disputes, missing documents, and delayed responses

Process mining · 1,906 invoices · last 90 days

Stage

Stuck

Disputed

1,715 of 1,906 invoices reached this step

To get here
3.4d · usually 0.9d
Slowest tenth
9d+
Hit an issue here
31%
Went back here
295 times

Waiting for

vendor 78%us 22%

Where they go next

  • ↺ Delivered27%
  • Paid73%

03Deliver

Move the resolution forward

Deploy agents to assemble supporting evidence, prepare responses, and route the next actionKeep commercial decisions and external communication within agreed controlsAgents assemble evidence, prepare responses, and route actionsCommercial decisions and external communication follow agreed controls

The same context, evidence and controls, from discovery into execution

AI delivery workspace

Customer-specific solution

Prepare a documented resolution

Case contextAgent skillsAction rules
Operational object
Invoice Case
Actions
Collect evidence, check requirements, route review
Boundary
Sensitive decisions follow your approval rules
Success measure
Dispute resolution time

A defined workflow built on your operational model

Examples from live deployments

Where it shows up

Six places this work pays back first, each measured in productionYour own numbers come from the map of your operation

  • Accounts payable

    Vendor invoices matched to orders and receipts; overbilling caught before payment

    Invoice lines auto-verified
    ~95%
    Duplicate payments
    down98%

  • Collections & AR

    Past-due accounts chased and disputed invoices surfaced early

    Overdue payments
    down25%

  • Deductions & credits

    Every customer deduction documented, disputed and recovered

    Deductions defended and collected
    Every one

  • Reconciliation & close

    Statements and supporting records matched before the close

    Time back per person
    up~6 hrs/wk

  • Payment approvals

    Holds, mismatches and approvals owned on a timer, end to end

    Exception to owner
    DaystoMinutes
    Resolved without escalation
    85%

  • Leadership

    Every entity, vendor and customer; the cause, not the symptom

    Live exposure total
    Per entity

Value you can account for

See the opportunityMeasure the improvement

Agree what matters before deliveryThen connect the change in the operation to the evidence behind the resultSet the baselineMeasure the changeVerify the value

Example measure

Dispute resolution time

Defined together, before deployment

The measurement agreementEvidence first
  1. 01

    Establish the baseline

    Count the work before the solution is deployed

    Cases, effort and waiting time

  2. 02

    Observe the change

    Compare equivalent cases over an agreed period

    Volume, mix and adoption

  3. 03

    Validate the benefit

    Separate time freed from savings actually realized

    Confirmed operational outcomes

  4. 04

    Account for the cost

    Include delivery and ongoing operating costs

    Net value, with assumptions

Validated benefit−Total cost=Net value

The foundation

Your first improvement is a starting point

Each deployment builds on the same operational modelExtend into adjacent workflows as priorities, evidence and readiness allow

Explore the five connected layers

Your next improvement

Where does finance work get stuck?

Let’s explore the evidence and coordination behind invoices, disputes and payment decisionsLet’s explore invoice reviews, disputes and payment coordination

Find your finance opportunity

No systems need to be connected for the first conversation