Challenge
Development of an AI agent that automatically analyzes individual postings and flags anomalies before month-end close. The agent systematically checks for missing recurring entries, validates cost centers by comparing them with historical patterns, and detects unusual amounts at account level. The system works directly with Power BI exports and delivers focused audit/review insights.
Solution
Development of an AI agent that automatically analyzes individual bookings and reports anomalies before the month-end close. The agent systematically checks for missing recurring entries, validates cost centers by comparing with historical patterns, and detects unusual amounts at the account level. The system works directly with Power BI exports and provides focused audit cues.
Results
1
Reduction of the inspection time from several hours to a few minutes per company
2
Early detection of erroneous bookings through systematic rather than random checks
3
The finance team can focus on a few relevant outliers instead of thousands of inconspicuous bookings.
4
Scalability to multiple companies without additional manual effort