Features
AI cash flow management and forecasting
Automated board, management, and investor reports
Proactive alerts via Slack and email
Real-time financial performance monitoring
Expense analysis and headcount planning
Bookkeeping quality review and progress tracking
Scenario planning (what-if analysis)
Actuals vs budget tracking
24/7 financial monitoring
Personalized CFO action plan
SOC-2 compliant security, read-only access
Integrates with QuickBooks, Xero, and 12,000+ banks
AI-driven demand forecasting with outlier handling
Flexible MRP runs in minutes
Dynamic inventory buffers with DDMRP optimization
Real-time collaboration via Microsoft Teams
Copilot-assisted procurement and approvals
Supplier risk assessment with past performance data
Negotiated pricing automation based on purchase policies
IoT and mixed reality for connected factory
External MES data integration for shop floor
Warehouse management with robotics automation
API integration with FedEx for delivery promises
Predictive, corrective, and preventive asset maintenance
AI-powered anomaly detection for equipment OEE
Prebuilt procurement agent for supplier automation (preview)
Process mining for warehouse inefficiencies
Integrations
12,000+ banks (Open Banking)
Microsoft Dynamics 365 Commerce
Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Project Operations
External Manufacturing Execution Systems
