Financial Services

Financial Management System with Artificial Intelligence

Custom financial platform with AI-powered forecasting and advisory

In Development

About the project

Custom financial management platform built to the client's specific needs, integrating full control of payments and receivables, treasury management, profit and loss statements and real-time balance sheets.

The system includes a financial forecasting module based on historical data and trends, with AI-powered automated advisory that identifies liquidity risks, optimisation opportunities and deviations from the forecast budget. The AI agent analyses revenue and expense patterns and generates actionable recommendations to support financial decision-making.

Also includes cost centre control, management of multiple bank accounts, automatic reconciliation and configurable regulatory reports.

Results In development — delivery expected Q4 2026

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