Fin AIssist

Automate financial processes, improve forecasting, and enable smarter financial decisions in real-time

What is Fin AI Assist?

Fin AI Assist is an agentic solution built on Saxon’s AI Assist framework, that supports finance teams through automation, real-time financial intelligence, and guided actions to boost accuracy, efficiency, and control. This AI for finance assistant integrates seamlessly into existing ERP and finance ecosystems, enhancing your operations without disrupting core processes.

24×7 assistant that runs in the background and on-demand

Context aware responses and adaptive by role

Integrated with SAP, Oracle, NetSuite, Workday, and procurement platforms

Converse naturally in Teams, Slack, or your finance portal

How Fin AIssist Helps Finance Teams

Live – Real-time financial visibility

  • Real-time monitoring of cash and liquidity positions.
  • Instant ageing insights into outstanding bills and payable status.

Insights – Critical financial and market intelligence

  • Bad debt analysis
  • Real-time tracking of liquidity indicators for proactive risk management
  • Detailed cost & margin analysis
  • Real-time KPIs to track collection efficiency
  • Instant identification of financial risk patterns and anomalies.

Coach – Proactive recommendations & best practices

  • Reduce Debtor/Creditor Ageing with real-time nudges
  • Identify and coach on budget deviations immediately.
  • Audit & Compliance Guidance

Automate finance workflows

  • Auto-match transactions and reconcile accounts instantly.
  • Agentic AP automation with invoice matching, payment allocations, and discrepancies.
  • Intelligent automation of month-end closing procedures.
  • Audit Evidence Collation

Plan – Intelligent forecasting and planning

  • Accurate cash flow forecasting.
  • Real-time budgeting aligned with business objectives.
  • Intelligent working capital planning and scenario modeling.
  • Investment decision modeling with predictive analytics.

Assist – On-demand contextual finance support

  • Instant retrieval of policies and SOPs.
  • Clear, instant explanations of financial terminology.
  • Contextual, proactive alerts on over/under spending.

Curate – Executive-ready financial reporting

  • Automated departmental budget vs. actual performance summaries.
  • Executive-ready dashboards tailored for leadership presentations.

Finish audits 60 % faster with Fin AIssist.

Key Use Cases of Fin AIssist

Automated Financial Reporting

Spend Analysis & Cost Optimization

Predictive Cash Flow Forecasting

Real-Time Fraud & Risk Signaling

Regulatory Compliance & Audit Automation

Invoice & Claims Processing (AP/AR)

Business Impact Delivered

↑ 80% AP/AR Processing efficiency

↑ 30% Forecasting Accuracy

↓ 60% Month-End Close Time

↓ 60% Audit Preparation Effort

↓ 15% Days Sales Outstanding (DSO)

↓ 35% Compliance Exceptions

Why choose Saxon?

Prioritize immediate-impact finance use cases

Initial rollout with measurable ROI

Broaden coverage, integrate user feedback

Full-scale deployment across finance functions

Ready to Transform Your Finance Operations?

Shift from fragmented, manual finance processes to an integrated, automated, and insight-rich finance function.

Book a Live Demo

Archana Aila

Archana Aila

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With 2 years of hands-on experience in Power Platform, I’ve excelled in developing and implementing solutions for businesses, harnessing the power of Power Apps, Power Automate, Power BI, and Power Virtual Agents to streamline processes and enhance productivity. My proficiency extends to crafting custom applications, automating workflows, generating data insights, and creating chatbots to aid operational efficiency and data-driven decision-making.

With an intermediate knowledge in Azure cognitive services, incorporating them into Power Platform use cases to innovate and solve complex challenges. My expertise in client engagement and requirements gathering, coupled with effective team coordination, ensures on-time, high-quality project deliveries. These efforts have yielded significant accomplishments, solidifying my role as a valuable asset in this field.

Palak Intodia

Palak Intodia

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I am a tech graduate with a strong passion for technology and innovation. With three years of experience in the IT industry, I’ve been on a continuous journey of professional growth and skill development. My expertise lies in Power Apps and Automate, where I’ve had the privilege of contributing to multiple successful projects.

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Roshan

Roshan Jaiswal

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With nearly 2 years of dedicated experience in Power Platform technology, my expertise lies in crafting customized business solutions using Power Apps and Power Automate. I excel in identifying intricate business requirements and translating them into innovative, user-friendly applications. My daily tasks involve meticulously deploying applications across diverse environments and harnessing the full potential of the Microsoft ecosystem within business applications.

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Sugandha

Sugandha Chawla

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Sugandha is a seasoned technocrat and a full stack developer, manager, and lead. Having 8 years of industry experience, she has been able to build excellent working relationships with all her customers, successfully establishing repeat business, from almost all of them. She has worked with renowned giants like Infosys, Ernst & Young, Mindtree and Tech Mahindra.

She has very diverse and enriching work experience, having worked extensively on Microsoft Power Platform, .NET, Angular, Azure, Office 365, SQL. Her distinctiveness lies in the profound domain knowledge, managerial skills, and process mastery, that she additionally holds, as a result of possessing a customer facing role, working with different sectors, and managing and driving numerous critical executions, single-handedly, end to end.

Vibhuti Dandhich

Vibhuti Dadhich

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Vibhuti, a Power Platform technology evangelist, has passionately embraced the transformative potential of low-code development. With a background that includes experience at EY and Wipro, she’s been a trusted advisor for clients seeking innovative solutions. Her expertise in unraveling complex business challenges and crafting tailored solutions has propelled organizations to new heights.

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Ruturaj Kulkarni

Ruturaj Kulkarni

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With 8 years of dedicated expertise in the IT realm, I am a seasoned professional specializing in .NET technologies and Microsoft Azure Cloud. My journey encompasses a profound understanding of software development using the .NET framework and a robust command over Azure’s cloud ecosystem. Throughout my career, I’ve demonstrated a knack for crafting scalable and efficient solutions, leveraging the power of cloud computing.

My passion lies in staying at the forefront of technological advancements, ensuring that my skills align seamlessly with the dynamic landscape of IT. Ready to tackle challenges and drive innovation, I bring a wealth of experience to any project or team.