Finance Ops

Intelligence that closes the loop between usage, billing, reconciliation, and control.

Always-on intelligence layer connecting financial performance to operational execution. Revenue anomalies detected automatically. Usage patterns informing billing accuracy. Financial controls improve based on what's actually happening. Cost-per-transaction declining every quarter without replacing your existing systems.
Increase
in Cash predictability
Increase
in Financial control
Audit-ready
and governance-by-design
Cost
per transaction declines
The Shift

From finance friction to financial control

The reality in Finance Ops today

Usage-based billing creates chaos: Consumption data, contracts, and invoicing don’t match which leads to leakage.
Month-end close becomes a fire drill: Excel-driven reconciliation, manual checks, burnout, delayed visibility.
Costs scale linearly: Finance headcount grows with revenue, while stakeholders demand faster cycles.

Intelligence that closes the loop

Cash predictability & leakage prevention: Prevent unbilled usage and billing errors by validating consumption data against contract terms before invoices go out.
A frictionless close: Replace the 10-day sprint with continuous reconciliation so close cycles shrink and visibility improves.
Cost calibration that compounds: A commercial model aligned to measurable efficiency gains with value compounding over time.
What We Run

Financial operations that run continuously, not in month-end sprints

Revenue Reconciliation

Intelligence continuously matches POs to invoices, usage to billing, and settlements to ledger entries across your ERP, billing, and operational systems. Only true exceptions routed for review. Reconciliation as a daily discipline, not a month-end scramble—shrinking close cycles and eliminating burnout.

Close cycle time
Manual effort
Financial visibility

Usage-Based Billing Operations

Agents validate usage feeds, contract terms, pricing rules, and entitlements before invoices go out. Consumption data aligned with agreements automatically. Unbilled usage, invoice defects, and margin erosion caught before they hit the ledger—protecting revenue at the source.

Cash predictability
Revenue leakage
Billing accuracy

Audit Readiness

Rule-based validation and approval frameworks check what changed, who approved, and why. Every action documented. Every control auditable. Compliance becomes an operational reality, not a documentation theater.

Audit readiness
Compliance risk
Control transparency

Operational Controls

Command Agents execute policy-based validations, exception routing, and approval workflows across financial processes. Controls that catch errors before they propagate. Human judgment applied only where truly needed—governance that scales without adding headcount.

Control effectiveness
Manual intervention
Governance coverage

Revenue Assurance

AI agents continuously track accuracy, leakage, cycle time, and exception rates—optimizing performance while driving measurable cost reduction. Revenue integrity is monitored in real-time. Cost per transaction declines every quarter as automation learns and expands operational coverage.

Cost per transaction
Process efficiency
Process efficiency
How We Deliver

Making the financial backbone of operations transparent and intelligent.

Not a reconciliation tool. Not a month-end report. A living system that runs inside your financial operations, learns from every transaction, and delivers measurable outcomes with effort that declines over time.

01

We operate, not advise

We run your revenue assurance and reconciliation processes and own the error rate

02

AI agents do the work

Command Agents fetch, validate, reconcile, and route exceptions; humans handle only what truly needs judgment.

03

Your stack stays

Keep your ERP/billing tools; we layer intelligence on top to clean and govern data before it hits the ledger.

04

Outcomes improve over time

As automation learns and expands, your cost per transaction drops every quarter.

Agentic AI in Action

Finance operations with intelligence embedded at every layer

Finance leaders drive control, compliance, and margin performance. AI handles reconciliation, revenue assurance, financial close, AP/AR automation, and embedded compliance monitoring.

Agentic Revenue Assurance

Find the 3–5% leakage you didn’t know you had.

Data sources - Continuous detection of billing discrepancies, pricing errors, promotional misapplication, vendor chargebacks, and marketplace reconciliation gaps. Billing records, rate cards, promotional calendars, discount logs, settlement reports, POS data, and vendor files feed automated validation engines.

Platfroms & integrations - Zuora, Chargebee, Stripe, NetSuite, SAP Billing, Oracle Revenue Management, Salesforce Billing, and Shopify Plus integrate for leakage detection.

Leakage recovery 3–5%
Billing discrepancy detection
Pricing compliance
Marketplace reconciliation
Margin protection

Agentic Financial Close

Close faster. Close cleaner. Every month.

Data sources - AI-operated month-end close and reconciliation across hybrid subscription and usage billing models. General ledger data, sub-ledgers, bank statements, billing records, POS data, settlement reports, intercompany transactions, and accrual schedules automate reconciliation workflows.

Platfroms & integrations - NetSuite, SAP S/4HANA, Oracle ERP Cloud, Workday Financials, BlackLine, FloQast, Trintech, Zuora Revenue, and Shopify Plus enable continuous close.

Close cycle acceleration
Hybrid billing reconciliation
Usage error reduction
ASC 606 alignment
Audit trail automation

Agentic Finance Operations

Financial control. Declining cost. Audit-ready.

Data sources - End-to-end AP, AR, billing, and compliance automation with exception-based human intervention. Vendor invoices, purchase orders, receipts, payment records, AR aging reports, billing data, bank feeds, expense reports, audit logs, and compliance checklists drive autonomous finance workflows.

Platfroms & integrations - SAP S/4HANA, Oracle ERP, NetSuite, Workday, Coupa, Tipalti, AvidXchange, Concur, and BlackLine integrate for financial governance.

AP/AR automation
Billing error reduction
SOX controls embedded
Cash flow predictability
Cost-per-transaction

Agentic Contract Intelligence

Every clause validated. Every dollar accounted for.

Data sources - Continuous contract-to-billing validation, SLA enforcement, spend monitoring, and regulatory compliance documentation across financial agreements. Contract repositories, billing systems, usage feeds, vendor invoices, rate cards, and compliance requirements ensure financial integrity.

Platfroms & integrations - Icertis, Ironclad, DocuSign CLM, Agiloft, Coupa, SAP Ariba, ServiceNow SPM, and Ivalua integrate for enterprise-grade governance.

SLA compliance automation
Billing validation
Regulatory documentation
Spend visibility
Audit readiness
Industries

Anchored where revenue complexity and financial control determine margin

High-Tech / SaaS

Hybrid subscription and usage-based pricing create reconciliation chaos. Intelligence layer validates consumption against contract terms, reconciles usage to billing, and catches revenue leakage before invoices go out—so finance moves from month-end firefighting to continuous control.

Telecom

High transaction volumes across bundled services create reconciliation bottlenecks and revenue leakage at scale. Intelligence layer runs continuous validation across billing systems and usage platforms—reducing manual reconciliation effort, improving billing accuracy, and protecting margin in high-volume environments.

Financial Services

Regulatory scrutiny and audit requirements demand precision and traceability. Intelligence layer embeds continuous reconciliation, structured controls, and audit-ready evidence into operations—delivering cash predictability, stronger governance, and faster close cycles without expanding finance headcount.

Impact

What this looks like in practice

Outcomes from our enterprise clients. Not pilots. Production operations.
FinanceOps

Fortune 100 Retailer Saves 89% Effort and 10K+ Hours with AI-led Finance Process Automation

Faster reconciliation cycles. Audit-ready accuracy. Stronger financial governance across retail footprint.

Read the story
FinanceOps

Global digital platform boosts pricing accuracy with analytics-driven automation

Improved pricing consistency. Faster insights. Scalable automation workflows across digital channels.

Read the story
FinanceOps

Global enterprise strengthens cost governance with assurance intelligence

Improved billing accuracy. Reduced revenue leakage. Strengthened compliance and margin protection.

Read the story
Ready to explore?

Own your Finance Ops outcomes, not just the process.

No roadmap. No research project. A conversation about where revenue leaks, what reconciliation breaks you're discovering too late, and whether intelligence can close the loop faster. That's where we start.

Our impact

Turning First-party Data into a $1B Ad Revenue Ecosystem with AI

See how iOPEX enabled one of the world’s largest delivery and ride-hailing platforms to launch a high-performing, AI-driven ad business, achieving 5X revenue growth, 35% ROAS uplift, and a 50X increase in campaign volumes.

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