Pack · Finance
Finance Reporting & Data Pack.
Financial reports and consolidated data. The Department AI Agent leads it, the specialist BOTs carry it out, a person confirms.
On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
Led byFinance AI AgentRei (provisional name)Modules
One problem, one module.
Click a module to see what it takes in, what it gives back, who confirms and which systems it works with.
How it works
AI prepares. People decide.
- 01
Takes in
Emails, documents and data from the systems you authorise.
- 02
Prepares
The Department AI Agent assigns the work, the BOTs read, check and prepare.
- 03
You confirm
A person in your team confirms or corrects.
- 04
Logs
Every step stays in the log, corrections included.
Licensing
What is included, what is separate.
Rules being defined: confirmed in your written quote.
Department AI Agent included
A department's first Pack includes its Department AI Agent at no extra charge. With another Pack in the same department, the same agent gains new capabilities.
Licensable modules
Every module has its own code and prerequisites: the aim is to activate only what you need.
TEKO is separate
The TEKO coordinator is optional and separate: an agent also works without it. With several agents it can coordinate them.
PIX is separate
The PIX advisor is a separate product, added when you want a double check.
Usage is separate
AI model and document usage through prepaid credits, separate from licences. Never unlimited.
No online purchase
Everything starts with a call and a written quote. Prices on quotation, none published.
In the same department
The other Packs of Finance.
What the statuses mean
Ready to offer today, through an existing SAITEKO service with the same scope.
Delivered as a dedicated project starting from an existing SAITEKO service: we first check feasibility on your case, then make you a proposal.
In development: not yet offered as a standard product.
On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
Statuses are provisional and are updated as each Pack is validated. Listing a Pack in the catalog does not mean it is available.
First step
Which process costs you the most time?
Tell us about it on a call. We will tell you honestly which Pack fits, what state it is in today and whether AI is the right answer.
Finance Periodic Reports
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-FIN-01 · SAI-026
- Problem
- Financial reports built by hand every month
- Solution
- Periodic reports generated from accounting data
- Takes in
- Data from connected systems: ERP, CRM, spreadsheets
- Gives back
- A periodic report with its sources stated
- Connects to
- ERP, CRM, spreadsheets, industry platforms. Integrations to be checked on your case.
- Human control
- You approve the definitions of the indicators; every number stays traceable
- Usage
- Reports generated and data processed: covered by usage credits.
- Who does it
- Led by the Finance AI Agent (Rei, provisional name). Carried out by the BOTs SPARK. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.
Finance Data Consolidation
- Status
- On the roadmap On the roadmap: not yet developed or validated, so it cannot be bought. If it interests you, tell us about your case.
- Code
- STK-MD-FIN-05 · SAI-030
- Problem
- Data from several systems merged in spreadsheets
- Solution
- Data collected and aligned automatically
- Takes in
- Data from the systems you use: ERP, CRM, spreadsheets, HR software
- Gives back
- Data aligned across systems, with differences flagged
- Connects to
- ERP, CRM, spreadsheets, HR software. Integrations to be checked on your case.
- Human control
- Alignment rules approved by you; important changes must be confirmed
- Usage
- Records synchronised: covered by usage credits.
- Who does it
- Led by the Finance AI Agent (Rei, provisional name). Carried out by the BOTs BOLT-7. BOTs planned for this module.
- Price
- Quoted after the Process Check. No prices are published.