Vexia Digital

Your partner for AI systems and software

AI Systems for Finance & Accounting Teams

Save hours, prevent costly mistakes,

and gain real-time financial clarity, automatically.

Save hours, prevent costly mistakes,

and gain real-time financial clarity, automatically.

Save hours, prevent costly mistakes,

and gain real-time financial clarity, automatically.

Date

December 12, 2025

The Problem for Finance teams today

Finance teams fall behind because of outdated systems. Manual reports, delayed reconciliations, disconnected tools, and inconsistent data flows all create drag.

The result? Small delays compound. Payouts are missed, reports get bottlenecked, and key insights arrive too late for action.

Teams work harder than ever, yet decision-makers still feel blind. It’s not a people problem, it’s a systems problem. And automation solves it at the source.

Finance teams fall behind because of outdated systems. Manual reports, delayed reconciliations, disconnected tools, and inconsistent data flows all create drag.

The result? Small delays compound. Payouts are missed, reports get bottlenecked, and key insights arrive too late for action.

Teams work harder than ever, yet decision-makers still feel blind. It’s not a people problem, it’s a systems problem. And automation solves it at the source.

Automated Solutions

Clear and measurable ROI backed solutions

Clear and measurable ROI backed solutions

Data Extraction & Reconciliation

The AI ingests bank statements, ERPs, invoices, spreadsheets, and financial documents automatically. It matches transactions, reconciles entries, flags discrepancies, and pushes clean, verified data back into your system. 20–40+ hours per month saved. Up to 90% reduction in reconciliation errors. Every unreconciled number delays reporting and increases risk.

Saves 20–40+ hours/month on manual reconciliation

Data Extraction & Reconciliation

The AI ingests bank statements, ERPs, invoices, spreadsheets, and financial documents automatically. It matches transactions, reconciles entries, flags discrepancies, and pushes clean, verified data back into your system. 20–40+ hours per month saved. Up to 90% reduction in reconciliation errors. Every unreconciled number delays reporting and increases risk.

Saves 20–40+ hours/month on manual reconciliation

Data Extraction & Reconciliation

The AI ingests bank statements, ERPs, invoices, spreadsheets, and financial documents automatically. It matches transactions, reconciles entries, flags discrepancies, and pushes clean, verified data back into your system. 20–40+ hours per month saved. Up to 90% reduction in reconciliation errors. Every unreconciled number delays reporting and increases risk.

AI Audit Companion & Compliance Monitoring

The AI builds a live audit trail from your ERP, validates entries, flags anomalies by behavior patterns, and links every figure to its source document. 70% faster audit prep, fewer manual errors, and GAAP/SOC‑2 ready logs. Every missed entry puts your compliance, and credibility, at risk.

Cuts audit prep time by 70%

AI Audit Companion & Compliance Monitoring

The AI builds a live audit trail from your ERP, validates entries, flags anomalies by behavior patterns, and links every figure to its source document. 70% faster audit prep, fewer manual errors, and GAAP/SOC‑2 ready logs. Every missed entry puts your compliance, and credibility, at risk.

Cuts audit prep time by 70%

AI Audit Companion & Compliance Monitoring

The AI builds a live audit trail from your ERP, validates entries, flags anomalies by behavior patterns, and links every figure to its source document. 70% faster audit prep, fewer manual errors, and GAAP/SOC‑2 ready logs. Every missed entry puts your compliance, and credibility, at risk.

AI Budget Variance Alerts & Forecasting

The AI monitors budget vs actual in real-time, alerts you on Slack or email when thresholds are crossed, and forecasts burn-rate weeks ahead based on spend behavior. Prevents budget leaks and gives 2–3 weeks early warning on runway. If you’re reacting to spend, you’re already too late.

>30% reduction in unplanned budget overruns

AI Budget Variance Alerts & Forecasting

The AI monitors budget vs actual in real-time, alerts you on Slack or email when thresholds are crossed, and forecasts burn-rate weeks ahead based on spend behavior. Prevents budget leaks and gives 2–3 weeks early warning on runway. If you’re reacting to spend, you’re already too late.

>30% reduction in unplanned budget overruns

AI Budget Variance Alerts & Forecasting

The AI monitors budget vs actual in real-time, alerts you on Slack or email when thresholds are crossed, and forecasts burn-rate weeks ahead based on spend behavior. Prevents budget leaks and gives 2–3 weeks early warning on runway. If you’re reacting to spend, you’re already too late.

Automated Investor & Board Reporting

Pulls data from your ERP, Google Sheets, or financial models to auto-generate board-ready reports—charts, summaries, commentary included. Your team reviews and edits, not starts from scratch. Investors don’t reward effort, they reward clarity.

15–20 hours saved per reporting cycle

Automated Investor & Board Reporting

Pulls data from your ERP, Google Sheets, or financial models to auto-generate board-ready reports—charts, summaries, commentary included. Your team reviews and edits, not starts from scratch. Investors don’t reward effort, they reward clarity.

15–20 hours saved per reporting cycle

Automated Investor & Board Reporting

Pulls data from your ERP, Google Sheets, or financial models to auto-generate board-ready reports—charts, summaries, commentary included. Your team reviews and edits, not starts from scratch. Investors don’t reward effort, they reward clarity.

Cash Flow & Runway Predictive Modeling

AI analyzes revenue, burn, payables, and receivables to project your real runway and alert you early. No more guessing when to cut spend or fundraise. Cash doesn’t kill startups, surprise does.

See 3–6 months ahead

Cash Flow & Runway Predictive Modeling

AI analyzes revenue, burn, payables, and receivables to project your real runway and alert you early. No more guessing when to cut spend or fundraise. Cash doesn’t kill startups, surprise does.

See 3–6 months ahead

Cash Flow & Runway Predictive Modeling

AI analyzes revenue, burn, payables, and receivables to project your real runway and alert you early. No more guessing when to cut spend or fundraise. Cash doesn’t kill startups, surprise does.

AI Assistant for Vendor & Invoice Queries

Vendors ask the same questions, “Has this invoice been paid?” “Can I update my bank details?” Let an AI assistant handle it on email or WhatsApp. It answers instantly, shares remittance summaries, and routes only exceptions to your team. Buy your finance team back hours every week, without hiring.

60–70% fewer back-and-forth emails

AI Assistant for Vendor & Invoice Queries

Vendors ask the same questions, “Has this invoice been paid?” “Can I update my bank details?” Let an AI assistant handle it on email or WhatsApp. It answers instantly, shares remittance summaries, and routes only exceptions to your team. Buy your finance team back hours every week, without hiring.

60–70% fewer back-and-forth emails

AI Assistant for Vendor & Invoice Queries

Vendors ask the same questions, “Has this invoice been paid?” “Can I update my bank details?” Let an AI assistant handle it on email or WhatsApp. It answers instantly, shares remittance summaries, and routes only exceptions to your team. Buy your finance team back hours every week, without hiring.

How it works

1. Discovery and Strategy

We review your reporting workflows, spreadsheets, and ERP setup to identify the biggest time drains and highest-ROI automation opportunities.

2. System Setup and Customization

Your finance agents are trained on your real workflows, including invoice formats, reconciliation rules, reporting logic, and tone of voice for vendor comms.

3. Tracking, Analytics, and Dashboard

Every variance alert, reconciliation action, and AI-generated report is logged in a shared dashboard. You stay in control with full visibility at all times.

4. Launch and Optimization

Once live, the system self-improves based on ledger changes, vendor behavior, and audit requirements, so performance compounds over time.

Why it works

Instant clarity beats costly delays.

Finance moves on precision and timing. When reports lag or data isn’t synced, decisions stall, or worse, mistakes slip through. AI plugs into your live spreadsheets, ERPs, and ledgers to catch issues before they become costly.

Without it, teams waste hours tracking down errors, chasing vendors, or reformatting reports, instead of steering the business. With AI handling reconciliation, budget tracking, and communication, you move faster with full visibility.

Your team focuses on strategy while the system handles the heavy lifting, with 24/7 accuracy and zero dropped balls.

Timeline

Consulting & Design Phase

Development Phase

Integration & Testing

Week 1

Week 2

Week 3

Week 4

Week 1 - 2

Week 1 - 2

Week 1 - 2

Design Phase

Design Phase

Design Phase

Week 2 - 3

Week 2 - 3

Week 2 - 3

Development Phase

Development Phase

Development Phase

Week 4

Week 4

Week 4

QA & Testing

QA & Testing

QA & Testing

Every Delay Costs Trust…and Billables

Next Steps

1

Consultation call

2

Audit existing processes

3

Integrate systems

4

Unlock faster approvals and better decisions

Why agencies chose Vexia?

Why agencies chose Vexia?

Why agencies chose Vexia?

Custom build around your workflows

Real time analytics

Continuous refinement

Book Consulting Call

Book Consulting Call

Book Consulting Call

Fewer delays. Faster sign-offs. Smarter cashflow. It starts here.

-Vexia Team