WIIP — Financial Process Automation, Technology & AI

Platform // 01

From data entry to decision. Without manual steps.

Data from your systems flows through automation and AI until it becomes cash position, close, tax filings and alerts — while your team handles what requires judgement.Data from your systems flows through automation and AI until it becomes cash position, close, tax filings and alerts — while your team handles what requires judgement.Data from your systems flows through automation and AI until it becomes cash position, close, tax filings and alerts — while your team handles what requires judgement.

WIIP // Financial Operations Centre Demonstration — illustrative data

Automation mesh — sources → WIIP → outputs running

Sources

ERP / SystemsSAP · Protheus · NetSuite DatabaseStatements · Bank files · APIs Tax InvoicesNF-e · CT-e · NFS-e Spreadsheets & FilesReports

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WIIP Automation Rules · Reconciliation · Analysis

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Outputs

Treasury AutomationDaily · Consolidated Accounting CloseReconciliations and close Financial AutomationValidation · Cross-checks ReportsCommittee · Managers

Routines executedtoday

Projected cash flow — 13 weeksautomated

Actual —

Hover over the chart to explore week by week

ReconciliationAutomatic

Forecast13 weeks

Variance analysisWith AI

ReportsGenerated by routine

Stack // Tools

We build with the tools your team already knows.

From spreadsheet to AI copilot — we choose the right technology for each process, without imposing unnecessary platforms.From spreadsheet to AI copilot — we choose the right technology for each process, without imposing unnecessary platforms.From spreadsheet to AI copilot — we choose the right technology for each process, without imposing unnecessary platforms.

ExcelAnalysis

Power BIDashboards

TableauDashboards

PythonAutomation

KNIMEWorkflows

AirflowOrchestration

n8nIntegrations

DatabricksData & Analytics

Bancos SQLSQL Server · MySQL

PostgreSQLDatabase

SAPERP

ProtheusERP · TOTVS

NetSuiteERP · Oracle

APIsTailor-made integrations

ChatGPTIA

ClaudeIA

GeminiIA

GrokIA

Solutions // 02

We automate your finance function's processes.

We eliminate manual tasks and mission-critical spreadsheets, with solutions designed by people who understand the finance process — not just the technology.We eliminate manual tasks and mission-critical spreadsheets, with solutions designed by people who understand the finance process — not just the technology.We eliminate manual tasks and mission-critical spreadsheets, with solutions designed by people who understand the finance process — not just the technology.

Treasury

Cash, forecasting and reconciliation without mission-critical spreadsheets.Cash, forecasting and reconciliation without mission-critical spreadsheets.Cash, forecasting and reconciliation without mission-critical spreadsheets.

Risk Management

Exposures monitored and policies tracked by routine.

Accounts Payable & Receivable

The complete financial cycle, without repetitive tasks.

Accounting

Reconciliations, variances and close supported by automation and AI.

Tax

Documents validated and filings supported by routine.

AI for Finance

AI applied to real problems in the finance operation.

Financial Automation

Integrations, data and tailor-made routines for finance.

IA // 03

AI applied to real business problems.

We don't sell AI as a product. We apply Artificial Intelligence where it solves concrete problems: analysis, reconciliations, documents, tax routines and copilots for your team. Illustrative examples below.We don't sell AI as a product. We apply Artificial Intelligence where it solves concrete problems: analysis, reconciliations, documents, tax routines and copilots for your team. Illustrative examples below.Practical application of Artificial Intelligence in finance: variance analysis, reconciliations, documents and copilots for your team.

Copilot // VarianceLogistics closed the month 16% over budget, concentrated in international freight. Supplier-level breakdown generated automatically.Logistics closed the month 16% over budget, concentrated in international freight. Supplier-level breakdown generated automatically.Logistics closed the month 16% over budget, concentrated in international freight. Supplier-level breakdown generated automatically.

Copilot // ReconciliationLedger-to-statement reconciliation complete: 2 discrepancies identified and routed for handling, with documentation attached.Ledger-to-statement reconciliation complete: 2 discrepancies identified and routed for handling, with documentation attached.Ledger-to-statement reconciliation complete: 2 discrepancies identified and routed for handling, with documentation attached.

Copilot // Tax routineInvoices for the period validated and classified. Tax classification inconsistencies flagged before filing.Invoices for the period validated and classified. Tax classification inconsistencies flagged before filing.Invoices for the period validated and classified. Tax classification inconsistencies flagged before filing.

Copilot // TreasuryCash position consolidated and sent to the committee at 07:30, with material variances highlighted automatically.Cash position consolidated and sent to the committee at 07:30, with material variances highlighted automatically.Cash position consolidated and sent to the committee at 07:30, with material variances highlighted automatically.

Method // 04

From assessment to continuous improvement.

01Assessment

We map processes, systems, data and the operation's main bottlenecks.

02Strategy

We prioritise the automation opportunities with the highest impact and lowest risk.We prioritise the automation opportunities with the highest impact and lowest risk.We prioritise the automation opportunities with the highest impact and lowest risk.

03Implementation

We develop and deploy the solutions, integrated with your systems.

04Evolution

We monitor results, train the team and evolve the automations.

The finance function,
automated end to end.