Preconfigured Automation SmartBot Execute SmartFlow Skills
The SmartFlow Platform connects to ERP applications, collaboration, email systems, and other systems of record via a data abstraction layer using simple, secure, and hardened APIs, integrated with NetSuite directly.
SmartFlow Skills are discrete, pre-packaged, finance savvy, purpose-built accounting applications that automatically perform a wide range of critical finance office functions.
SmartBots act as “junior accountants” to execute the SmartFlow Skills, engaging with systems of record, shared inboxes and key stakeholders to capture actions and hand-off to humans when intervention is needed.
Auditoria's "Smart" solutions allow your teams to:
- Run powerful, automated business workflows for Procure-to-Pay, Invoice-to-Cash, Record-to-Report, Accounting, and FP&A, designed specifically for corporate finance tasks
- Translate requests into actionable sequenced processes executed on behalf of the business user reconciling data back into the systems of record
- Reuse and maintain existing enterprise controls and compliance over access and data flows
- Automatically detect incoming messages’ sentiment and intent, bringing in the human operator when specific action is required
- Perform intelligent document processing and information extraction services for a wide-ranging set of documents from tax forms to invoices, lease statements, vendor and customer contracts within the finance office
SmartCustomer - Invoice to Cash Smartflow Skills
Auditoria's SmartCustomer improves cash flow, reduces DSO, and increases efficiency in the finance office using AI-enabled SmartBots to automate redundant and manual accounts receivable processes to derive greater cash position visibility. Purpose-built for finance, SmartBots streamline collections, speed up payments, prioritize AR team performance, and handle helpdesk inquiries and requests, using the data generated to provide key insights into cash performance.
- AR Collections leverages Artificial Intelligence, Machine Learning, Cognitive Robotic Process Automation (RPA), Optical Character Recognition (OCR), and Natural Language Processing to overhaul your collections function while smoothly executing A/R business workflows.
- AR Helpdesk deploys SmartBots to monitor shared AR inboxes, categorizing emails and responding conversationally to inquiries and requests, including sending copies of invoices or POs, within minutes. Available 24/7, SmartBots process email content and understand finance-specific intent to email authorized customers securely and protect sensitive accounting information.
SmartVendor - Procure to Pay Smartflow Skills
Auditoria's SmartVendor reduces manual work, reduces risk, and improves accuracy in the finance office using AI-enabled SmartBots to automate redundant and manual accounts payable processes to derive greater cash position visibility. Purpose-built for finance, SmartBots streamline procurement spend and data extraction, optimize vendor management, and handle helpdesk inquiries and requests, using the data generated to provide key insights into cash performance.
- AP Invoices uses advanced cognitive OCR and Computer Vision with SmartBots that extract information from unstructured and structured documents such as PDFs, invoices, and remittance memos, regardless of format, to streamline data input activities. Approval workflows ensure data written to the system of record is checked and approved before being uploaded to verify inputs and improve accuracy.
- AP Helpdesk deploys SmartBots to monitor email inboxes and respond conversationally to inquiries on approval status, invoice payments, short pay issues, and missed invoices. Available 24/7, SmartBots process email content and understand finance-specific intent to email authorized vendors securely and protect sensitive payment information. SmartBots respond with answers, documentation, or escalations, minimizing interruptions to the AP team throughout the day and increasing timely vendor service. The net result is improved vendor serviceability, lowered vendor risk, and ongoing sustained compliance.
AI Collaborative Mode with Human-In-The-Loop
Auditoria’s AP Helpdesk and AR Helpdesk products offer a ground-breaking approach that incorporates Human-in-the-Loop (HITL) functionality for artificial intelligence workflows.
This powerful technology, embedded in the Auditoria interface, delivers advanced AI training at the user level. The human operator reviews the actions of the SmartBots, discrete, pre-packaged, purpose-built accounting applications that perform a wide range of critical finance office functions. The human may choose to reset or add to an action, training the SmartBot to handle specific requests.
The granular tuning of an AI task action is delegated to the user, providing unprecedented flexibility and visibility into how, where, and when the SmartBots perform. This new feature extends the SmartBots’ work capabilities and creates more meaningful exception handling and recovery paths.
The human-in-the-loop (HITL) approach means the user is not required to comply with the SmartBot blindly but is allowed to engage with the SmartBot to build trust and deliver explainability before processing the outcome.
Powering the Next Generation of Accounting Automation
Auditoria employs a Small Language Model (SLM), a corpus of specialized data for the domain of finance, accounting, and procurement in the Office of the CFO (oCFO). This compilation of proprietary, patented language model data has both structured and unstructured content, including items from an ERP (vendors, POs, contacts, bills, payment info), plus invoice documents, remittance materials, emails, supplier records, and more.
This SLM uses artificial intelligence designed to understand and generate human-like text but is smaller in scale and yields more accurate results. It allows for a more fine-tuned and customized finance context as compared to the larger, more widely recognized models.
Auditoria combines the finance-data-rich SLM with multiple commercial and open-source LLMs to deliver a more balanced, task-specific performance for finance teams to accelerate operations and process finance data at break-neck speeds.
Auditoria delivers the industry’s most robust information security and privacy coverage for vendor and customer management workflows. With SOC2 Type 2 compliance, comprehensive access control, end-to-end encryption for data at rest/data in motion, threat protection, vulnerability management, and breach prevention, Auditoria brings peace of mind and assurance that financial data is safe and protected at all times.
- Connect an Auditoria tenant to your existing Oracle NetSuite, Microsoft 365, Google Workspace, and other applications in your back office using simple, secure, and hardened APIs.
- Feel safe and secure with comprehensive access control, end-to-end encryption for data at rest/data in motion, threat protection, vulnerability management, and breach prevention
- Reuse and maintain existing enterprise controls and compliance over access and data flows
