Where AI pays back, across your business

Bank reconciliation matching

Checks every bank transaction against your books and suggests the match, so your team reviews instead of hunting.

Where the return comes from

Hours of manual matching at every close, across many bank accounts.

The problem

Statement lines matched to ledger entries by hand across many bank accounts and entities.

What the AI does

Proposes matches, including one-to-many, with a confidence rating, and flags the lines it cannot match.

Who stays in charge

Your team accepts, rejects or changes each proposal in the Dynamics 365 bank reconciliation worksheet.

Runs on

Dynamics 365 Finance & Operations

Invoice capture, coding and approval

Reads supplier invoices as they arrive, fills in the details and sends them for approval, instead of someone typing them in.

Where the return comes from

Time spent keying, coding and chasing approval for every invoice.

The problem

Invoices keyed from email and PDF, coded by hand and chased for approval.

What the AI does

Reads invoices from mailboxes, portal uploads and scanned PDFs, recognizes the vendor, codes lines from your history and matches to purchase orders and receipts.

Who stays in charge

Exceptions come to people, and approvals follow your routes before anything posts.

Runs on

Skalable Stream, posting to Dynamics 365 or NetSuite

Invoice line coding recommendations

Suggests which property, job and cost code each invoice line belongs to, based on how that supplier was coded before.

Where the return comes from

Time spent looking up job and cost codes for each invoice line.

The problem

AP reviewers look up the company, job and cost code for every line of every invoice.

What the AI does

Recommends company, job and cost code for each line from the vendor’s history and shows the suggestion next to the invoice.

Who stays in charge

The AP reviewer applies the recommended lines, or edits them, before the invoice moves on.

Runs on

Skalable Stream

Supplier statements into Business Central

Turns long PDF statements into individual invoices, checks them against your rules and sends clean ones straight to the books.

Where the return comes from

Keying statement data by hand; clean statements post without anyone touching them.

The problem

Supplier statements arrive as PDFs holding many invoices, each needing lot numbers, vendors and amounts entered in Business Central.

What the AI does

Splits each statement into invoices, reads the details including lot numbers, checks them against your rules and sorts them into Ready, Warning and Blocked.

Who stays in charge

Reviewers fix or reject anything flagged, and roles control who can post. Every statement keeps an audit trail.

Runs on

Dynamics 365 Business Central

Continuous control monitoring

Watches for risky changes, such as a supplier’s bank details being edited before a payment, and raises them for review.

Where the return comes from

Catching control problems when they happen, not months later in the audit.

The problem

Controls such as vendor bank changes, duplicate invoices and segregation of duties tested by sampling, after the fact.

What the AI does

Runs monitoring rules on Dynamics 365 data and opens a case with the evidence when one is breached.

Who stays in charge

The control owner reviews each case and decides the action, such as placing a vendor on hold.

Runs on

Dynamics 365 Finance & Operations

Legal document workspace on SharePoint

Lets a law firm ask questions of its own documents and draft new ones from its templates, in one place connected to where the files already live.

Where the return comes from

Time spent finding, reading and drafting documents.

The problem

Documents, templates and precedents spread across SharePoint and desktops, with drafting done from scratch or by copying.

What the AI does

Connects to the firm’s SharePoint, answers questions across its documents and uploaded files, creates drafts from the firm’s templates and helps rewrite or insert clauses on request, with version history.

Who stays in charge

Lawyers write and edit every draft themselves; drafts are stored in the firm’s own SharePoint.

Runs on

Skalable AI with Microsoft SharePoint

Resident file sorting

Splits large scanned resident files into the separate documents a property team needs, named and ready to file.

Where the return comes from

Time spent splitting, naming and filing resident paperwork by hand.

The problem

Years of resident files scanned as single bundles: leases, rental applications and move-in checklists mixed together.

What the AI does

Finds the latest lease, each adult’s rental application and the move-in checklist in each bundle, and saves them as separate files named to the company’s convention.

Who stays in charge

Staff accept each result, or correct the pages, before anything is filed.

Runs on

Skalable AI with Microsoft SharePoint

Pilot acceptance targets80% accuracy, and user ratings above 3 out of 5, agreed with the client before the pilot. Pilot results are not published yet.

Guided navigation by chat or voice

Staff ask how to do something in the business system, by typing or speaking, and it walks them there step by step.

Where the return comes from

Time new and occasional users spend finding the right page and steps.

The problem

New and occasional users lose time finding the right page and steps in Dynamics 365.

What the AI does

Answers a question in plain words and guides the user step by step to the right page, then explains it.

Who stays in charge

The user chooses records, amounts and decisions; the Assistant never makes those choices.

Runs on

Dynamics 365 Finance & Operations