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Capability

AI Financial Systems

Financial forecasting, fraud and risk scoring, automated accounting and decision support for finance functions. Models are explainable and auditable, and integrate with existing accounting, ERP and risk systems.

AI for finance functions has to be explainable and auditable, and has to fit into the accounting, ERP and risk systems you already run.

01Architecture

Reference architecture

A typical arrangement of the components. Every implementation is adapted to your systems, data-residency and security requirements.

Finance data

  • ERP and ledgerAPI
  • Transactions and payments
  • Planning and market data
Modelled data

Data models

  • Finance data martsdbt · Snowflake
Features

Models

  • ForecastingProphet · LightGBM
  • Risk and anomaly scoringXGBoost
Forecasts and scores

Finance workflows

  • Treasury and planning views
  • Review and case queues
Components shown by layer, top to bottom, with what flows between them. Technologies are examples, chosen per project.

02Components

What this capability covers

  1. 01

    Forecasting

    Cash-flow, revenue and demand forecasting with scenario modelling.

  2. 02

    Fraud and risk

    Real-time scoring with rules and machine learning, and review queues for people.

  3. 03

    Accounting automation

    Invoice capture, reconciliation and posting with audit trails.

  4. 04

    Decision intelligence

    Pricing, credit and treasury decisions supported by transparent models.

03Implementation

How we implement it

Finance teams need to explain every number, so we favour models whose drivers can be shown and challenged, and keep a record of the data, assumptions and model version behind each forecast or score.

  • Forecasts are back-tested on your own history before they are used.
  • Scores reach review queues with reasons, not just a number.
  • Integration posts only through controlled, reversible steps.

04Deliverables

What you receive

  • Data and controls review

  • Back-tested forecasting or scoring models

  • Explainability and audit records

  • Integration with finance workflows

Technology

Technologies we work with

  • Python
  • Prophet
  • XGBoost
  • LightGBM
  • dbt
  • Snowflake
  • Postgres
  • FastAPI

Chosen per project and aligned with your existing standards. Listed as technologies we use, not as partnerships or endorsements.

05Use cases

Typical applications

Patterns this capability is designed for, not a list of delivered projects.

  1. 01

    Cash-flow forecasting

    Daily forward views with scenarios for treasury and financial planning.

  2. 02

    Transaction monitoring

    Streaming fraud and anomaly scoring with case management.

  3. 03

    Automated bookkeeping

    Document capture and ledger posting with reviewer workflows.

06Related

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Next step

Scope AI Financial Systems for your organisation

Share your process, data and constraints. We will propose an approach, the evidence to collect first and a realistic plan.