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Services & commerce

Finance

Software for work where the output has to be checkable, and being approximately right is not a category that exists.

Context

What this sector actually looks like

Financial operations run on documents and reconciliation: invoices, statements, remittances, and the work of matching them. It is repetitive, rules-heavy, and expensive to get wrong — a good fit for automation, with one caveat.

The caveat is that a language model producing a number that looks right is a serious problem. Extraction is verified against source documents, arithmetic is done in code rather than by a model, and anything below a confidence threshold goes to a person.

Audit trails are not a feature here, they are the requirement. Every automated action needs to be reconstructable long after the fact.

The hard parts

Where it usually breaks

Problems worth naming before proposing anything to fix them.

Document processing

Invoices and statements in inconsistent formats, keyed in by hand.

Reconciliation

Matching transactions across systems that describe them differently.

Audit requirements

Needing to show what happened, when, and on whose authority.

Exception review

Flagged items needing judgement, mixed in with volume that does not.

FAQ

Questions people actually ask

  • How do you stop a model inventing figures?

    Models extract; they do not calculate. Arithmetic happens in code, extracted values are verifiable against the source document, and low-confidence extractions are routed to a person rather than accepted.

  • Is this suitable for regulated reporting?

    It can support it, with a human approving the output. We would not design a system that files regulated reports without review, and we would advise against one.

  • Can it work with our accounting software?

    Yes. Accounting systems are usually worth keeping and integrating with rather than replacing.

Start here

Tell us what is slow, manual, or breaking.

Answer a few questions and get a written brief back — scope, proposed architecture, and what it would take to build.