Late invoicing
Invoices, source records or customer follow-up are delayed or inconsistently owned.
Cash & Close · First AI-enabled module
Get cash in faster. Keep the books current. Know the numbers sooner.
Cash & Close connects finance inbox, invoice-to-cash, reconciliation readiness, month-end coordination and reporting preparation under human approval and review. It begins with controlled, lower-risk workflows and expands only when performance is proven.
Who this is for
When invoicing, collections and month end need tighter control.
Cash & Close is for finance teams dealing with late invoices, unclear receivables and a slow month end. It brings the work into one controlled rhythm, with clear ownership, human review and timely escalation.
Overdue cash
Receivables status, promised dates, disputes and escalation are difficult to see.
Slow close
Missing records, unreconciled items and review queues surface too late.
What changes
Finance work becomes visible, owned and repeatable.
Finance inbox
Classify finance messages and documents, route work and identify missing information.
Invoice preparation
Prepare or check customer invoices using approved information and workflow rules.
Receivables follow-up
Monitor overdue balances and draft approved reminders for human review.
Exception handling
Record disputes, expected payment dates and control exceptions for escalation.
Close coordination
Track reconciliations, missing records, schedule status and unresolved items.
Reporting preparation
Assemble management information and draft commentary for finance review.
Human control
Defined authority at every material decision.
Supervised AI and automation perform only approved work within explicit systems, permissions and escalation rules.
Draft or shadow mode before controlled production
Approved systems and data sources only
Confidence and escalation thresholds
Human approval of customer-facing messages
No autonomous payments or bank-detail changes
Monitoring of accuracy, intervention, exceptions and cost
Engagement path
A disciplined route from current state to operating rhythm.
Map
Define work, data, authority, exceptions and expected outcomes.
Test
Run realistic cases in draft or shadow mode and measure intervention.
Approve
Move selected steps into controlled use with named owners.
Evaluate
Expand, restrict or stop based on quality, control and economics.
SciFin principle
Controlled pilots before broad claims.
Cash & Close is SciFin's first repeatable AI-enabled module. Its reliability and value are validated through paid engagements, defined controls and measured evidence rather than unsupported performance promises.
A practical first conversation
Discuss whether Cash & Close fits.
A practical business need, a systems challenge or an idea worth exploring. Let’s find a sensible next step together.