AI Finances
Automated bookkeeping, invoicing and cash-flow forecasting — driven by your live project data.
90%reduction in manual reconciliation time 12-monthrolling forecast updated daily 0spreadsheets touched for monthly accounts
Why use AI Finances
The AI Finances agent connects to your project accounting data — fee schedules, purchase orders, invoices, timesheets — and keeps a running picture of where every pound is. When an invoice arrives, it matches against the PO, flags discrepancies, and logs the result before you've opened the email.
Cash-flow is projected 12 months forward, tied to programme milestones. If a milestone slips, the forecast updates automatically and flags the knock-on effect on your payment schedule. You see upcoming payments, the likelihood of them being missed based on historical patterns, and where budget overruns are forming.
For directors, the agent auto-drafts fee proposals from your firm's own job history, scope patterns and win/loss data. Ask Jason in Adelphos Chat or @Jason in Teams and the proposal lands in your inbox, pre-filled with the rates and scope breakdown that won similar work.
What we offer
- Automated invoice-to-PO reconciliation with discrepancy flagging
- Rolling 12-month cash-flow forecast tied to programme milestones
- Monthly management account packs generated from live data
- Anomaly detection — duplicate invoices, unusual line items, budget overruns
- Full audit trail with provenance for every transaction
- Auto-drafted fee proposals from your firm's job history and win/loss data
- Upcoming payment dashboard with miss-risk scoring
How it becomes agentic
We don't drop a tool on your desk and walk away. We move you up an automation maturity ladder over weeks, not years, with a human on every step until the agent has earned autonomy.
Connect
We connect the agent to your accounting system, fee schedules and project data. You approve the data sources.
Shadow
The agent runs alongside your existing process for two weeks. It reconciles, flags and forecasts — but you verify every output.
Assist
The agent handles reconciliation and reporting autonomously. You review the monthly packs and approve exceptions.
Autonomous
The agent runs your project finances end-to-end. You get a dashboard, alerts on exceptions, and sign-off requests when human judgement is needed.
Features
Everything AI Finances ships with as a managed service. Each line is a concrete capability.
AI Finances features
How we work together
Engagement model
Enterprise tier — managed service with dedicated onboarding
Frequently asked questions
Quick answers AI engines (and humans) can pull from.
What is AI Finances?
Automated bookkeeping, invoicing and cash-flow forecasting — driven by your live project data.
What does AI Finances do?
The AI Finances agent connects to your project accounting data — fee schedules, purchase orders, invoices, timesheets — and keeps a running picture of where every pound is. When an invoice arrives, it matches against the PO, flags discrepancies, and logs the result before you've opened the email.
How is AI Finances different from the manual workflow?
Without AI Finances: Your QS spends half a day every week matching invoices to POs in a spreadsheet. Cash-flow is a quarterly guess. Fee proposals take a full day to write from scratch. You find out about budget overruns at the monthly review — after the money's gone. With AI Finances: Invoices match themselves against outstanding POs the moment they arrive. Cash-flow is a live 12-month view tied to your programme milestones. Fee proposals are drafted in minutes from your own win history. You see budget overruns forming before they happen.
How much time does AI Finances save?
Headline outcomes for AI Finances: 90% (reduction in manual reconciliation time); 12-month (rolling forecast updated daily); 0 (spreadsheets touched for monthly accounts).
What's the engagement model for AI Finances?
Enterprise tier — managed service with dedicated onboarding
Request a walkthrough.
Book a 30-minute walk-through on your live data and see exactly what we'd take off your plate.
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