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VUNTUS

FINANCE

Let documents, reconciliation and close-out move on one line of control.

In finance and accounting work, AI does not take the place of the financial judgement. It moves document requests, checklists and period tasks into a recorded flow. Interpretation and approval stay with the authorised team.

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01 / WHERE TIME IS LOST

Where does time go in this industry?

We make the repeating losses in Finance visible before anyone picks a tool.

  1. 01

    COLLECTING DOCUMENTS

    Requests for invoices, receipts and supporting documents are chased again and again over email and messages.

  2. 02

    RECONCILIATION TRAFFIC

    Reconciliations sent, answered and disputed do not run under one shared status record.

  3. 03

    PERIOD CLOSE

    The checklist sits in someone's own file. Management sees the pending work and who owns it late.

  4. 04

    FINDING THE SOURCE

    Last period's note, a client comment or a document version do not sit in one place. Each is hunted for in a separate folder and thread.

  5. 05

    APPROVAL TRAIL

    Who approved a correction, and which source they looked at, does not stay clear in the activity history.

02 / EXAMPLE FLOWS

We describe the system to be built, not the problem.

The scenarios below are representative. They are not real customer data; they summarise the operating picture we see often at this size.

01REPRESENTATIVE SCENARIO

The document collection assistant

SITUATION
Missing invoices and receipts are listed by hand, client by client. The reminder history stays in someone's own inbox or message app.
WHAT IS BUILT
CRM Orchestration opens a document checklist record for each client. The Follow-up Engine writes a message draft for the missing items; the message goes out with an authorised approval. An incoming document is tied to the right record from the Lead Hub.
HOW IT IS MEASURED
The time from the first request to the document being tied to the record stays in the task log. So do documents asked for again and those still open at period end.

02REPRESENTATIVE SCENARIO

The reconciliation reminder chain

SITUATION
The person who sends the reconciliation and the person who follows the reply are different. A disputed or unanswered record is hunted for again as the close approaches.
WHAT IS BUILT
Reconciliation status sits in standard fields in CRM Orchestration. The Follow-up Engine writes a reminder draft for an unanswered record. A reply that carries a dispute does not close on its own; it goes to the review queue of the person responsible.
HOW IT IS MEASURED
The time from sending to reply stays in the activity log. So does how long unanswered and disputed records waited, and which ones were sent again.

03REPRESENTATIVE SCENARIO

The close-out checklist

SITUATION
Period close tasks are tracked in personal files. When one job runs late, the tasks that depend on it and the management screen are not updated together.
WHAT IS BUILT
Each close step gets an owner, a source and the approval it needs. The Follow-up Engine reminds the right role about pending work. The Management Cockpit shows finished and blocked steps; the team decides whether a figure is right.
HOW IT IS MEASURED
When tasks finished, and which checks were reopened, stay in the list history. So do the steps waiting on another job.

03 / RELATED MODULES

Modules that can step into this flow.

  • Lead Hub
  • CRM Orchestration
  • Follow-up Engine
  • Knowledge Assistant
  • Management Cockpit
See the System Modules

04 / INDUSTRY FAQ

Let's clear up how this works for Finance.

See the decision limits, how we work with your current tools, and how data moves — before discovery.

01

Does the system make accounting or financial decisions?

No. The system organises the document, the task and the approval history. Financial interpretation, whether a record is correct, the regulatory assessment and the final decision stay with the authorised expert.

02

Who has access to sensitive financial data?

Access roles are decided in discovery; a separate working environment is set up for each client. Which module processes which data, and the retention and deletion terms, are set out in the written scope.

05 / NEXT STEP

Let's find the first bottleneck in your Finance operation together.

We listen to the real workflow, the tools you use and the approval points that matter. Then we put the first buildable scope in writing.

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