AI-Based Platform Financial Management

Vertical Technology (n):

‘Technology that focuses on building deep, specialized products or services within a specific industry or sector, often requiring substantial technical innovation and expertise to dominate a niche market.’

Technology Solutions

 enterprise systems + agentic ai

 

Everything in corporate finance is about to change.

Soon, Enterprise Performance Management systems with embedded agentic AI will revolutionize corporate finance. Finance executives will direct virtual co-workers that possess extensive business, technical, and job-specific knowledge. Companies will use system-generated analytics to identify risks, trends, and opportunities in real-time.

Agentic digital assistants will learn, communicate, perceive, problem solve, take action, interact, give feedback, and be capable of advanced reasoning. Company performance will not be subject to the risks of employee departure, individual fraud, or manipulation. The learning curve for individuals in new positions will shorten dramatically.

Analytics will identify revenue and performance improvement opportunities. Digital assistants will collaborate with leadership teams on acquisition and business development opportunities. AI-enabled systems will monitor a complex operating landscape to identify risks and suggest mitigation measures.

Data-driven insights will increase objectivity in decision-making. True business intelligence will provide insights on productivity and cost adjustments. Planning models will leverage predictive analytics to create more informed forecast scenarios.

Educating a highly capable workforce will be crucial to leverage the capabilities of virtual co-workers. Extensive knowledge of business principles, strategy, finance, ethics, and other core functions will be essential to monitor and collaborate with Intelligent assets.

One of the most exciting features of gen AI is the ability to capture and leverage industry, company, and institutional knowledge

All transactional and routine accounting, analytical, and administrative tasks will be first-line managed by virtual agents. How will this work?  

For example, a finance director can solicit advice about company or regulatory policy and be provided with recommendations and accounting treatment. Agentic assistants will execute the details with voice-to-action capability.

Intelligent monitoring will analyze transaction data to identify discrepancies and anomalies, streamlining the audit process (this is a current functionality). IM will progressively reduce the time spent on manual testing, potentially eliminating it entirely.

Virtual assistants will use analytical and econometric knowledge to create financial models, board presentations, engaging data displays, and predictive analytics.

Despite risks and concerns about agentic AI, the overall risk of fraud and performance manipulation will decrease when deployed in a secure environment with tight roles and permissions controls.

GEN AI-BASED SYSTEMS ARE THE FUTURE OF CORPORATE FINANCE.

GEN AI-BASED SYSTEMS ARE THE FUTURE OF CORPORATE FINANCE.

GEN AI-BASED SYSTEMS ARE THE FUTURE OF CORPORATE FINANCE. GEN AI-BASED SYSTEMS ARE THE FUTURE OF CORPORATE FINANCE.

Creating Value in Middle Market Companies

Middle market companies require a lean and robust administrative framework to focus limited resources on strategic objectives.

Finance, accounting, capital planning, budgeting, data visualization, performance analysis, and HR management must be efficient, secure, accurate, and cost-effective.

  • Financial Management

    Financial management forms the essential backbone of any company. Beyond managing assets, liabilities, revenues, and expenses—financial strategies and decisions critically influence growth trajectories and operational stability. Middle market companies often grapple with balancing growth aspirations against financial prudence. This delicate balance involves securing financing, managing cash flow, optimizing capital structure, and planning for a successful exit.

  • Accounting

    Accounting, encompassing transactional bookkeeping, financial reporting, and regulatory compliance, provides the necessary information for sound financial decision-making. For middle market companies, maintaining meticulous records is vital for investor relations, audits, and strategic planning. As companies grow, transaction complexity typically increases, necessitating sophisticated accounting systems and teams of skilled professionals.

  • Financial Planning & Analysis

    FP&A provides insights into the company's financial health, prospects, and capital requirements. In middle-market companies, a successful FP&A team will play a crucial role in strategic decision-making. Market trends, risks, and opportunities for growth should be identified. Effective FP&A can drive performance improvements and enhance business value.

  • Human Resources Management

    HRM is all about optimizing the company's most valuable asset– its people. HRM in middle market companies involves recruiting talent, developing employees, and fostering a positive workplace. In addition, HRM encompasses transaction prep, DD coordination, acquisition onboarding and culture assimilation. As companies scale, HRM becomes increasingly complex, requiring robust policies and systems. Effective HRM ensures that the company attracts and retains top talent, and aligns workforce capabilities with business goals.

Administrative practices in middle market companies are often highly inefficient.

Inadequate systems, staffing, controls, data integrity, and invisible information is, unfortunately, quite common.

Middle market companies with strong administrative capabilities are better positioned to create business value.

FlexSuite Platform Management

AI-Based Platform Financial Management for Middle Market Companies

Administrative functions are often overlooked as value creators. However, timely information access, tight controls, data-driven insights, economies of scale, and highly capable financial systems provide a significant competitive edge.

areas to consolidate on a virtual platform:

  • Financial accounting systems, transactions, workflows, data integrity and validation, cost tracking, overhead allocations, adjustments, and cash-to-cash optimization

  • Supply chain & vendor management

  • Inventory tracking and optimization modeling

  • BPM structured controls, policies, and procedures

  • Financial reporting and performance analysis

  • KPI & KRI tracking with intuitive data displays & analytics

  • Planning & budgeting scenarios / predictive modeling

  • Loan and regulatory compliance

  • Treasury and cash management

  • Risk management

  • Human resources management