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Whitesoft

Finance · Illustrative use case

Finance workflow automation

Automate matching, reconciliation, coding and exception handling across accounts payable and month-end.

  1. Step 1

    The problem

    Finance teams spend the close on manual matching, coding queries and chasing exceptions. Controls depend on people noticing anomalies in large volumes.

  2. Step 2

    The AI opportunity

    Combine deterministic automation for the rules-based majority with machine learning for coding suggestions and anomaly detection, and language models for handling supplier correspondence and queries.

  3. Step 3

    Our approach

    1. 1.Map the workflow and separate rule-based steps from judgement steps
    2. 2.Automate the rules first; they are cheap and reliable
    3. 3.Add learned coding suggestions with confidence thresholds
    4. 4.Keep auditability at every automated decision
  4. Step 4

    Expected business outcome

    • Shorter close cycles
    • Fewer coding corrections
    • Earlier detection of anomalies

    Outcome types are described without figures. Numbers come from your baseline and business case, not from a template.

  5. Step 5

    How it is measured

    • Days to close
    • Touchless invoice rate
    • Coding correction rate
    • Anomalies detected before period end

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