Real-Time Financial Execution Layer
Talk to Your Ledgers.
Automate Financial Operations.
Eliminate manual spreadsheet reconciliation, custom BI query delays, and disputed commission payouts. Query live ERP ledgers, audit invoices with cognitive OCR, and calculate dynamic sales incentives using Grounded RAG and Model Context Protocol (MCP).
- Zero System Replacement
- Verifiable Math (No Hallucinations)
- Strict Financial RBAC
Architecture Pillars
Three Tenets of Financial Intelligence
How our engine ensures strict regulatory compliance, mathematical determinism, and zero enterprise migration friction.
Pillar 1: Dynamic Knowledge
Financial Policy & Tax RAG
Indexes unstructured vendor contracts, payment credit terms, statutory tax circulars (GST, TDS), and quarterly incentive policies into dynamic vector stores.
- No Code Changes: : Update commission slabs or early-payment discounts by uploading new policy circulars.
- Verifiable Citations: : Tax rates and incentive calculations quote the exact clause and page number.
- Dispute Resolution:: Clear contract citations resolve vendor pricing and freight charge discrepancies.
- Policy Circulars Ingested Instantly
Pillar 2: Deterministic Action
ERP & Tally MCP Ecosystem
Model Context Protocol (MCP) servers link language models with live general ledgers, sub-ledgers, and invoice registries.
- ERP MCP Server: Queries live receivables, payables, and GL balances across SAP, Oracle, and Microsoft Dynamics.
- Tally & Billing MCP: : Real-time XML/ODBC sync for vouchers, bills receivable, and age analysis.
- Mathematical Isolation: : Arithmetic is computed by backend databases, not guessed by generative AI.
- Direct Read/Write Protocol Standards
Pillar 3: Trust & Governance
Financial RBAC & Audit Logs
Enforces strict segregation of duties (SoD), ensuring users only view financial data permitted by their organizational role.
- Sales Representative: : Access only to personal accounts, invoices, and commission breakdowns.
- Accounts Payable Clerk: Restricted to invoice 3-way matching, PO verification, and vendor queries.
- CFO & Controller: Enterprise-wide balance sheet health, aging analysis, and payout authorizations.
- Immutable Transaction & Query Auditing
Strict Data Segregation
Role-Based Access Control (RBAC) Matrix
Enterprise governance protecting sensitive financial figures, bank ledgers, and margin tables.
Financial Dimension
Primary Interfaces
Document RAG Access
MCP Tool Calling Scope
Confidentiality Bounds
Sales & Service Staff
WhatsApp Bot, Microsoft Teams, Mobile PWA
Personal Incentive Circulars, Expense Filing Rules, Travel Slabs
Query own invoiced revenue, simulate quarterly payouts, submit travel bills
Strictly self-performance (zero peer visibility)
Accounts Payable / Receivable
Finance Web Cockpit, Accounting ERP
Vendor Master Agreements, Credit Term SLAs, GST & TDS Circulars
Read/match PO line items, trigger discrepancy notices, verify bank IFSCs
Vendor invoices & customer receivable sub-ledgers
CFO, Controllers & Auditors
Executive Dashboard & Secure BI Portal
Corporate Debt Covenants, Statutory Filings, Executive Margin Policies
Authorize payment runs, override credit limits, execute journal write-backs
Unrestricted organizational audit & P&L oversight
Enterprise Agentic AI
Strategic Positioning &
Overview
Connect your HRMS, ERP, CRM, and accounting software without costly platform migrations. Queryreal-time business records, extract document insights, and trigger automated tasks in natural language—across Web,Teams, and WhatsApp.
- ERP
- HRMS
- CRM
- Accounting
- Zero System Replacement
- Private Cloud & On-Premises
- Grounded RAG + MCP
Execution Workflows
Four Core Autonomous Finance Modules
Replacing manual spreadsheet math and back-office backlogs with deterministic AI orchestration.
1. Conversational General Ledger & Sub-Ledger Inquiries
Eliminate hours spent pulling custom exports. Financial analysts and controllers can converse directly with SAP, Oracle, and Tally ledgers in natural language.
Query: "What is the aged receivables balance beyond 60 days for North Region distributors?"
→ [ERP MCP] Queried AR Subledger → Identified ₹42.8 Lakhs across 7 accounts → Formatted balance summary with DSO trends.
2. Autonomous Invoice Matching & PO Reconciliation
Cognitive OCR extracts unstructured PDF bills, cross-checking line items against purchase orders, delivery challans, and vendor contracts to prevent duplicate payments.
Input: Vendor invoice PDF received via vendor-desk@company.com
→ [3-Way Match] Line items matched to PO-4029 • Freight charge variance of 4.2% flagged against SLA terms.
3. Policy-Aware Incentive & Commission Assistant
Bridges transactional sales data from ERP with individual employee tier entitlements in HRMS, computing dynamic commissions using policy PDFs ingested via RAG.
Execution: [ERP Sales: ₹14.5L] × [HRMS Role: 3.5%] + [RAG Bonus: +0.5%]
→ Deterministic calculation yields ₹58,000 net payout with zero hardcoded code changes.
4. Statutory Tax & GST Verification
Continuously monitors regulatory circulars and verifies that supplier invoices match state tax rates, TDS rules, and e-invoicing QR compliance.
Audit Check: Interstate Machinery Spare Invoice (SAC 9987)
→ [RAG Legal Grounding] Verified 18% IGST applicability • TDS under Section 194C checked for ledger debit.
% Pan-India Sales & Service Operations
Commission & Incentive Calculation Assistant
Automated, policy-aware incentive calculation synthesizing live ERP sales metrics and HRMS compensation profiles through dynamic RAG rules.
Concept Showcase
RAG-Enabled Incentive Policy Engine Ready
2-Week Financial Pilot
Automate High-Friction Financial Workflows in 14 Days
Experience zero-migration intelligence. Let us connect AI Smart Office to your live ERP/Tally environment for a risk-free 2-Week Proof of Concept (POC).
HR & People Ops
- What are your couplemoos?
- What are the aonunt for employees?
Finance & Accounting
- What are finance accounting in SSAR?
- What is a completing your recentirount?
IT & Infrastructure
- What are the infrastructus?
- What are omperative nianning sales?
Operations & Plant
- What is a operations plant in nesva?
- What are completing the ogvernment?
Architecture & Governance
Zero System Replacement
Zero system our conversational agentic layer integrates with your existing software stack in a 15-minde tallored architecture assessment systems, and Zero system replacement.
Deterministic Truth
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Enterprise Sovereignty
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