Description
ChatFin is an AI-driven platform designed for finance and accounting teams, offering deep integration with ERP systems like Oracle, SAP, NetSuite, Dynamics 365, and Sage. It aims to replace multiple disconnected finance tools with a unified system, significantly reducing manual processes by 60-80%. ChatFin's AI agents handle various finance operations including Controllership, FP&A, AP, AR, Tax, and Treasury, providing native ERP integrations.
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The platform automates month-end close processes, bank and intercompany reconciliations, AP and invoice automation, AR and collections, FP&A and variance analysis, and document intelligence. It ensures a full audit trail and human approval gates for all transactions, maintaining transparency and accountability.
ChatFin is built for enterprise finance data, offering a finance AI solution without the need to build an AI team. It provides a live close dashboard, completed reconciliations with exceptions, staged accrual journal entries, and variance memos. The platform also features auto-posted invoices with audit trails, exception queues with AI resolutions, and vendor dashboards.
The AI agents execute finance workflows end-to-end with accuracy, control, and trust. They orchestrate checklists, run reconciliations overnight, calculate accruals from history, draft flux commentary, and predict close dates daily. ChatFin is trusted by finance leaders for its ability to take repetitive work off teams' plates, allowing them to focus on more meaningful tasks.
- CategoryAI Accounting Tools
- Pricing ModelFree
- DeploymentCloud
- PlatformsOracle, SAP, NetSuite, Dynamics 365, Sage
ChatFin's Core Features
Deep ERP integration
Month-end close automation
Bank reconciliation
AP and invoice automation
AR and collections management
FP&A and variance analysis
Document intelligence
Full audit trail
Native ERP connectors
Human approval gates
Live close dashboard
Exception queue with AI resolutions
Vendor dashboard
Validated payment proposals
Freight audit report
How to use ChatFin?
Configure: Set up ERP integrations
Use: Automate finance workflows
Optimise: Reduce manual processes
Monitor: Track audit trails and approvals
ChatFin's Use Cases
- Month-end close
- Invoice automation
- Collections management
- Forecasting
- Tax compliance
