Make Finance
more efficient

Let our AI agents handle the mundane, while your finance teams focus on driving growth.

Wand.AI

Case Study

Finance team lowers analysis and forecasting time by 70% using AI to automate tasks

Before:

Members of the finance team were spending a significant portion of their time managing spreadsheets and conducting repetitive analyses.

This resulted in slower processes with long lead times that were also prone to errors.

With Wand AI:

Using our AI agent, the finance team has now been able to delegate the majority of data management and analyses.

By saving precious time, they are able to handle more business and help increase revenue.
Wand.AI

Use Cases

Dependable AI agents for financial applications

Automate repetitive tasks to streamline finance processes and reduce errors. Enable your team to focus on strategic planning and expand capacity.

Simplify payroll operations

Save previous time by resolving common employee payroll issues and answering questions. 

Streamline procurement to payment

Automate critical approval and status workflows to make your procurement process more efficient. 

Manage expenses efficiently

Minimize employee confusion around expenses policies and time reporting.

Create contract summaries

Summarize sales and other contracts to save time and accelerate the close process.

Implement standardized disclosures

Make sure that the proper disclosures are included in financial documents, press releases, and marketing content.

Instant data access

Retrieve and analyze data from financial systems through simple, chat-like queries.

Document accounting procedures

Develop documentation to record corporate accounting policies and procedures for dissemination.

Respond to tax notices
Develop faster responses to IRS and SEC notices by automatically discovering relevant information across departments.
Research for tax guidance

Research tax questions across private rulings or SEC draft legislation to obtain tax guidance.

Gather audit evidence

Trace and vouch audit evidence against transactional data to summarize findings.

Support
financial drafting

From S-1s to 10Ks/10Qs, create dynamic templates that your team can use and adapt for drafting sessions.

Prepare for
earnings calls

Summarize previous transcripts, conduct research, and quickly find answers to analyst questions.

Benefits

Generate business value with
our specialized AI agents

Wand.AI

Operational efficiency

Conduct mundane tasks faster and more accurately by delegating to AI agents.
Wand.AI

Greater business impact

Automatically document procedures and enable employee self-service.
Wand.AI

Competitive differentiation

Stay one step ahead with in-depth research and faster analyses.