Finpilot

Revolutionize your finance operations with intelligent automation

A cutting-edge AI platform designed to empower finance teams with real-time insights, streamlined workflows, and seamless integration into your existing systems.
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AI-powered chatbot

Your virtual finance assistant — smart, fast, and always on:

  • Natural language queries: ask in plain English
  • Modular design: handles queries, formats replies, ensures consistency
  • Contextual memory: remembers previous interactions
  • Flexible output: get answers as text, tables, or cards
  • Smart suggestions: personalized tips based on your usage
Comprehensive entity management

FinPilot manages key financial and business entities:

  • Core finance: users, cards, transactions, merchants (with MCC), categories, digital wallets
  • Org structure: cost centers, departments, teams, payment terms
  • Procurement: vendors, invoices, bills, POs, item catalog
  • HR integration: employees linked to departments and teams
Intelligent search

FinPilot’s vector search makes discovery seamless:

  • Search across all entities
  • Understands context for fuzzy matches
  • Finds related entity connections
  • Converts data into searchable text
  • One unified search box
Two-way matching system

Automate PO-to-invoice matching with:

  • Smart rule-based validation
  • Clear exception alerts
  • End-to-end status tracking

Gain crucial insights from your financial data
Smarter decisions via real-time & predictive insights
Cut costs with optimization & cash management

Business benefits

Seamlessly access Finpilot with your existing  tools

Operational efficiency

  • Time savings: reduce manual data entry by up to 70%
  • Streamlined workflows: automate repetitive financial tasks
  • Faster processing: decrease invoice and payment processing times

Enhanced decision making

  • Real-time insights: access up-to-the-minute financial information
  • Data consolidation: see all your financial data in one place
  • Trend identification: spot patterns and anomalies quickly

Cost reduction

  • Resource optimization: free up finance team for high-impact, strategic tasks
  • Process improvement: identify and eliminate inefficient workflows
  • Error prevention: avoid costly mistakes in procurement and payments

Improved compliance control

  • Intuitive interface: provide finance professionals with easy-to-use tools
  • Reduced frustration: eliminate repetitive manual tasks
  • Policy enforcement: automatically enforce company financial policies

Enhanced user experience

  • Intuitive interface: provide finance professionals with easy-to-use tools
  • Reduced frustration: eliminate repetitive manual tasks
  • Self-service capabilities: enable users to find answers without IT support

Robust security

  • Role-based access control: granular permissions system
  • Encryption: data encryption at rest and in transit
  • Audit logging: comprehensive activity tracking

Seamless integration

Seamlessly access Finpilot with your existing  tools

Microsoft excel integration

• Transaction Table Generator: Insert formatted tables with transaction data
• Chart Creation: Generate visual representations of financial data
• Custom Functions: Use the CARD_TRANSACTIONS function to pull data directly into cells

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Microsoft teams integration

• Chat Interface: Access Finpilot directly within Teams
• File Sharing: Share financial reports within your Teams channels
• Collaborative Analysis: Work together on financial data

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Smarter spend. Seamless scale.

Built for growing teams who value growth

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