FINA: The Intelligent Financial Assistant
Challenges
The finance function is in a state of perpetual change. Since the dawn of computing, technological evolution has continuously improved analysis and performance steering capabilities, while enabling the automation of recurring, repetitive, and low-value-added tasks. While process automation has already been widely deployed within general accounting processes, it does not satisfactorily address use cases that require intelligence and trust—specifically for task processing, decision-making, or user interaction. The FINA bot allows the finance department to evolve into a performance-driven department, supporting C-level executives and business units daily in defining and executing their growth strategies.
Methods and solutions
Autonomous email processing, data consolidation in files, automated data injection into corporate tools, autonomous responses to reporting requests via voice command, automated accounting entries... these are just some of the tasks this versatile assistant is capable of performing.
FINA can address many use cases and is capable of learning. Upfront ideation work conducted with the finance and management control departments helps identify time-consuming tasks, recurring requests, or activities that could be handled by FINA.