Reports wait on the one person who knows the system, and month-end eats the team. We connect AI to your ERP read-only, check every answer against the books, and keep the controller in charge.
Ad hoc reports from the ERP
Recurring management reports
Finance teams adopt AI safely by connecting it to the ERP with read-only access first and checking its answers against the books, such as the trial balance, before anyone relies on them. The controller asks a question in plain language, AI pulls the data, and the controller checks it. Write steps only come later, with sign-off.
Map the ad hoc reports and month-end steps that wait on one person.
Service: AI Assessment and RoadmapBuild a reporting layer on the ERP, tied to the trial balance.
Service: Data Readiness for AIKeep financial data in approved accounts and check answers before use.
Service: AI Policy and GovernanceRead-only access, with plain-language questions and answers checked against the books.
Service: Connect AI to Company SystemsRecurring management reports and commentary drafted for the controller to review.
Service: Document and Reporting AutomationKeep answers tied to the books as accounts and reports change.
Service: Ongoing AI SupportEach example shows the pain point, how AI was put to work and the outcome, with a person signing off.
The pain pointThe controller exported data and rebuilt it in a spreadsheet for every ad hoc request. One to three hours each, often days in the queue.
The implementationAI is connected read-only to the ERP. People ask the question in plain language, AI pulls the data, and the controller checks it against the books.
The outcome15 to 30 minutes per request, typically. Same-day answers instead of days.
The pain pointThe same monthly reports and commentary were rebuilt by hand at every close.
The implementationReports are generated from the reporting layer in the team's template, with draft commentary, saved for review.
The outcomeLess time on assembly, more on analysis, with the controller signing off.
The pain pointPeople asked the controller how to code expenses or follow the close checklist.
The implementationA knowledge assistant answers from the finance manual and procedures, citing the page.
The outcomeFewer interruptions and more consistent answers.
The challengeEvery ad hoc report went through the controller, who exported data and rebuilt it in spreadsheets.
What we didWe connected AI to the ERP with read-only access and checked every answer against the general ledger before anyone used it.
access, checked against the general ledger
back per ad hoc request, typically
Time figures are our estimates from typical requests.
Can't find your question? Ask it on your strategy call.
Not at first. Access starts read-only, and any write step comes later, one task at a time, with sign-off.
We check them against known numbers, such as the trial balance or general ledger, before anyone relies on them.
Not always. For many questions the ERP is enough. A warehouse helps when answers need several systems or long history.
Yes. NetSuite work runs through our sister practice, houseblend.io.
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AI ADOPTION SERVICES