$

Finance

Finance that closes faster, forecasts smarter, and never loses context

Your finance team sits at the center of the most data-rich function in the enterprise. Datafi makes all of it accessible, governed, and actionable through a single conversational interface.

See How It Works

Finance and accounting professionals have spent decades working around a fundamental contradiction: they operate the most data-intensive function in the enterprise, yet spend most of their time hunting for the data they need. Controllers reconciling across three ERPs. FP&A analysts copy-pasting actuals into budget models at midnight. CFOs waiting days for a custom variance report. These are not edge cases. They are the daily reality.

Datafi is built on a different premise: AI that is context-aware, data-connected, governed, and capable of acting, not just responding.

The Finance Data Problem No Dashboard Solves

The Challenge

ERP Data GL, AP, AR, FA Planning & Budgets Forecasts, Models Treasury Cash, FX, Banking Expense & Procurement T&E, POs, Invoices Contracts & Revenue ASC 606, Billing AI SYNTHESIS Normalize Reconcile Correlate Reason Variance Analysis Revenue down 4.2% vs. forecast in EMEA region Cash Position 14-day forward: $2.4M shortfall, 3 options generated Close Readiness 22/28 tasks complete, 3 blocking items flagged Audit-Ready JE Drafts DATA SOURCES AI SYNTHESIS ACTIONABLE INSIGHTS

Finance teams are not suffering from a shortage of tools. Most organizations have an ERP, a planning platform, a reporting layer, a treasury management system, and a growing collection of point solutions for expense management, procurement, and compliance. Each captures important financial data. None of them talk to each other in a way that preserves the full operational context a CFO or controller actually needs.

The result is a fragmented data landscape where institutional knowledge lives in spreadsheets, reconciliation logic is embedded in macro-laden workbooks, and AI tools (when deployed at all) are connected to only a slice of the picture. When AI only sees part of the data ecosystem, it can only answer part of the question. In finance, partial answers create risk.

Datafi addresses this at the foundation. By connecting to the full breadth of an organization's data ecosystem, across structured transactional systems, semi-structured planning data, unstructured contracts and policy documents, and external reference data, Datafi gives AI agents the complete context they need to reason about financial operations as a whole system.

A chatbot that answers a question about last quarter's revenue does not help a finance team close the books faster or catch a compliance exception before it becomes a filing risk.

3-5 systems per close cycle

Average for month-end reconciliation

What is required is a contextual layer that makes the difference between AI that tells you what happened and AI that tells you why it matters.

The Shift

Datafi replaces the fragmented finance data stack with a single, intelligent, governed experience.

Without Datafi

  • Reconcile across 3-5 systems every close cycle
  • Copy-paste actuals into budget models manually
  • Wait days for custom variance and profitability reports
  • Institutional knowledge trapped in spreadsheets

With Datafi

  • One conversational interface for the entire finance stack
  • AI reconciles and synthesizes across all systems automatically
  • Real-time variance and profitability analysis on demand
  • Full audit trail on every AI action and data access

1

Unified Interface

100%

Data Context

Real-time

AI Reasoning

Full

Audit Trail

The Experience

A Unified Data Experience for Every Finance Role

One of the most durable inequalities in enterprise software is the gap between what a data team can do and what a business user can access. Finance professionals who are experts in GAAP, cash flow modeling, and cost allocation have been forced to express their most complex analytical needs in the language of SQL queries, ticket requests, or pre-built reports that never quite match the actual question.

Datafi eliminates that gap. A treasury analyst can ask a natural language question about days sales outstanding trends by business unit, receive a response grounded in the actual data, and immediately act on it. No waiting for a data team to build a report. No modifying a dashboard.

This scales across every role in the finance function. The accounts payable clerk reviewing vendor invoices, the tax analyst preparing state filings, the internal auditor tracing a transaction through subledger to general ledger, and the CFO asking about the liquidity impact of a pending acquisition all operate within the same governed environment, with access calibrated to their role.

Key Insight

Finance data is among the most sensitive in any organization. Datafi's integrated policy and control layer means that AI-powered access is not a governance risk. It is a governance asset. Role-based access, audit trails, data lineage, and compliance-ready outputs are built into the platform, not bolted on as an afterthought.

Datafi Studio

Month-End Close: March 2026

18 of 24 tasks complete

75%

Intercompany reconciliation Done
Revenue recognition (ASC 606) Done
Accruals posted Done
Journal entries reviewed In Progress
FX revaluation In Progress
Variance commentary Pending
Controller sign-off Pending
AI auto-resolved 12 tasks
Est. 4h remaining

Deep Context

The Contextual Layer for Complex Finance Agents

Deploying AI in finance is not simply a matter of connecting a language model to your ERP. That approach produces an agent that can retrieve information but cannot reason about it with organizational specificity. It will miss nuances that only emerge from understanding how multiple financial data sources relate to each other.

Datafi's contextual layer includes three things: access to the complete data ecosystem, a policy and governance framework native to the AI layer, and a record of organizational history and decisions that allows the AI to learn what good looks like in your specific financial environment.

As AI agents operate within the platform over time, they build an increasingly rich model of the business: how revenue patterns relate to cost structures, where operational decisions ripple into financial outcomes, which vendors or customers introduce systemic risk, and where the organization's financial levers are most sensitive to external change.

Core Principle

This accumulated context is what separates AI that solves problems from AI that only answers questions. A Datafi agent with deep context about a manufacturing business can assess the full financial impact of a supply chain disruption, model alternative sourcing scenarios, and quantify the working capital implications of each.

FINANCE OUTPUTS Reports, JEs, Forecasts, Alerts AI REASONING Pattern recognition, anomaly detection, causal inference, scenario modeling SEMANTIC LAYER Unified finance ontology: accounts, entities, cost centers, hierarchies, business rules DATA SOURCES ERP Planning Treasury T&E Billing NARROWER BROADER

Smart Workflows

AI Agents That Work the Way Finance Works

The most impactful opportunity in finance is not better answers. It is eliminating the manual work that consumes analyst time, introduces error, and delays decision-making. Month-end close, intercompany reconciliation, variance analysis, and accrual calculations follow repeatable logic that is well understood but extraordinarily labor-intensive at scale.

Datafi's AI agents can be configured to autonomously execute multi-step operational workflows: pulling data across systems, applying business logic, flagging exceptions, and routing outcomes for human review where judgment is required.

A month-end close workflow might reconcile transactions against expected postings, identify unreconciled items above a materiality threshold, draft the appropriate journal entries for controller review, and surface an exception report with the supporting detail needed to resolve each item. What once required a team of analysts working through the night becomes a governed, auditable workflow that completes in a fraction of the time.

In Practice

The same architecture supports cash flow forecasting, where agents synthesize AR aging data, open purchase orders, payroll schedules, and debt service calendars into a rolling forecast that updates automatically as underlying data changes.

Month-End Close Timeline

TRADITIONAL CLOSE 8-12 days Day 1 Day 2 Day 3 Day 4 Day 5 Day 6-8 Day 9-12 Sub-ledger pulls Reconciliation Accruals JE prep & review Variance analysis FX reval Review & sign-off VS WITH DATAFI 4-6 hours Hour 1 Hour 2 Hour 3 Hour 4-6 Auto-pull AI recon JEs FX + Acc Variance Human review Close cycle: 8-12 days Compressed to hours

Built-in Trust

Compliance-Ready AI in a Regulated Environment

Finance operates under a level of regulatory scrutiny that few enterprise functions share. SOX compliance, GAAP and IFRS standards, tax jurisdiction requirements, and internal control frameworks create an environment where the manner in which work is done matters as much as the outcome.

Every action taken by a Datafi agent, every data access event, every workflow execution, is logged with full context. The platform's governance layer maintains the audit trail that finance and compliance teams need to demonstrate control effectiveness, respond to auditor inquiries, and satisfy regulatory review.

For organizations operating in multiple jurisdictions, this governance capability extends to managing policy variations across regions, ensuring that workflows applied in one market respect the data handling, reporting, and access requirements specific to that context.

Core Principle

Compliance in this model is not a tax on capability. When a finance team deploys Datafi to automate a reconciliation process or execute a close task, they are not trading control for efficiency. They are gaining both.

Datafi Audit Log
LIVE
10:42:01 Agent initiated close workflow for March 2026 STARTED
10:42:03 Agent accessed AR aging data from NetSuite AUTHORIZED
10:42:04 Agent accessed AP sub-ledger from SAP AUTHORIZED
10:42:05 Generated journal entry JE-4821 ($142,300 IC recon) PENDING REVIEW
10:42:06 Generated journal entry JE-4822 ($87,200 FX adj) PENDING REVIEW
10:42:08 Controller S. Chen approved JE-4821 LOGGED
10:42:09 JE-4821 posted to GL (Entity A, Period 03-2026) COMMITTED
10:42:11 Agent attempted access to payroll data DENIED
10:42:14 Materiality exception flagged: $55,100 posting error ESCALATED
10:42:16 Audit package generated: 48 entries, full lineage COMPLETE
SOX compliant
Immutable log
2 pending

Datafi does not automate finance. It elevates it.

Operational efficiency in finance, compressing close cycles, automating reconciliations, accelerating report delivery, creates a compounding benefit that extends well beyond the accounting function. When finance teams are freed from the mechanical burden of data assembly, they can redirect expertise toward the work that drives strategic value.

Datafi makes the long-promised shift from reporting to advising operationally achievable. A company with a single controller and a three-person accounting team can access the same quality of unified, governed, AI-powered financial intelligence as a Fortune 500 finance organization.

Outcomes

Measurable outcomes across finance and accounting

Organizations using Datafi in finance report consistent improvements across the metrics that matter most.

Compressed Close Cycles

AI-driven reconciliation and exception handling reduce month-end close time from days to hours.

Continuous Forecasting

Rolling forecasts update automatically as underlying data changes, replacing manual weekly refreshes.

Lower Compliance Risk

Every AI action, data access event, and workflow execution is logged with full audit trail and lineage.

Faster Strategic Analysis

Finance teams answer complex variance and profitability questions in seconds, not days.

Empowered Finance Teams

Less time assembling data means more time applying judgment, building models, and advising the business.

Enterprise-Grade for Any Size

Mid-market teams access the same AI-powered financial intelligence as Fortune 500 organizations.

The Foundation

One platform, complete stack

Every finance and accounting capability is powered by Datafi's vertically integrated platform.

Build

Studio

Govern

Control Tower

Run

Orchestrate

Cyber

Sentinel

Ready to transform your finance function?

See how Datafi gives every finance professional the full context of your business, governed AI that acts on it, and workflows that handle complexity at scale.

Explore the Platform Contact Sales

Interested in investing in Datafi?

Request a Demo

See how Datafi can transform your business AI strategy in a personalized walkthrough.