Finance Intelligence Engine

Stop running the business on last month's data.

A private AI analyst connected to your accounting system and operational data. Your executive team asks questions in plain English and gets answers backed by your actual numbers — in seconds.

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80%
Less time spent on data prep
24/7
Executive self-service insights
10x
Faster than spreadsheet analysis
$3.2M
Avg. finance inefficiency cost saved

The Finance Intelligence Engine is a private AI analyst connected to your accounting system, financial reports, and operational data. Your CFO, controller, or executive team asks questions in plain English — "Why did margins drop last month?" "Where are we vs. budget?" — and gets answers backed by your actual numbers, in seconds. Less time wrangling spreadsheets. More time making decisions.

The Problem

Your CFO is running the business on last month's data.

By the time the close is done and the dashboard is updated, the moment to act has passed. Finance teams are stuck in reactive mode while the business runs on instinct.

01

The 10-day close cycle

Every month-end is a fire drill. Reconciliations, journal entries, eliminations, consolidations. By the time the board pack ships, the data is two weeks stale and the conversation has moved on.

02

Ad hoc questions become projects

"What's our revenue by customer segment YTD?" should take 30 seconds. Instead, it takes an analyst three hours of VLOOKUPs, pivot tables, and version-mismatched spreadsheets.

03

Variance analysis happens too late

You discover the margin miss after the quarter is over. By then, you're explaining it to the board instead of fixing it. Your finance team is producing reports, not driving outcomes.

04

Executives can't self-serve

Your CEO asks the same five questions every Monday and waits for someone in finance to build the answer. The data exists. The interface to ask it is the bottleneck.

The Solution

Conversational access to your entire financial picture.

A private AI analyst connected to your accounting platform, BI tools, and operational data. Ask anything in plain English. Get answers with charts, comparisons, and the underlying detail.

Real-time financial answers

Skip the BI dashboard hunt. Ask the engine directly: cash position, AR aging, gross margin by product, headcount cost trend. Answers in seconds with the underlying data attached.

📊

Variance and trend analysis

"Why did Q3 EBITDA come in 8% under plan?" The engine pulls the variance breakdown, identifies the top contributors, and surfaces the operational drivers behind the numbers.

🔒

Private and SOC 2-aligned

Hosted on your infrastructure or our secure cloud. Your financial data never trains a public model. Audit-ready logging on every query.

What Changes

A real Monday morning, before and after.

Before

Monday, 8:14am

Your CEO Slacks the CFO: "Quick question — are we trending behind on the new product line? Felt soft in last week's pipeline review."

The CFO emails an analyst. Analyst spends 2.5 hours pulling Salesforce data, cross-referencing it with the GL, building a pivot. Result lands at 11:40am, three follow-ups later.

By then the CEO is in another meeting. The conversation gets rescheduled. By Friday, the moment to act has passed.

After

Monday, 8:14am

The CEO types into the Finance Intelligence Engine directly: "How is the new product line tracking vs. plan for Q3?"

Eight seconds later: a clean response with the variance chart, top-three contributors, the bookings-to-revenue ratio compared to existing lines, and a flag that pipeline conversion is 12 points below the rest of the portfolio.

By 8:30 the CEO has called the product GM. By Friday, action is taken. Real decisions, made in real time.

In Practice

Real questions, real answers.

A few representative interactions from a typical deployment.

Executive asks:"What's our cash position today, and how does it compare to this time last quarter?"
Finance Intelligence Engine:Cash on hand: $4.82M (operating) + $1.5M (reserve). Up $620K from Q2 close. Net positive cash flow MTD driven by 22% improvement in DSO (from 47 to 36 days). Want me to pull the AR aging detail or the cash flow forecast for next 90 days?
Executive asks:"Gross margins on Product A are slipping. What's driving it?"
Finance Intelligence Engine:Product A gross margin: 58.2% YTD vs. 64.1% same period last year — down 5.9 points. Three primary drivers: (1) raw material cost up 11% (vendor X price increases), (2) freight up 8% (carrier changes in Q1), (3) discount mix shift — 38% of Q3 bookings at >15% discount vs. 22% last year. Discount mix is the largest contributor. Want me to break out by sales rep or by deal size?
Executive asks:"Build me a one-page summary I can take into Thursday's board meeting on Q3 actuals vs. budget."
Finance Intelligence Engine:Drafted. One page covering: Revenue ($12.4M actual vs. $11.8M budget, +5.1%), EBITDA ($2.1M vs. $2.3M budget, –8.7%), top three favorable variances, top three unfavorable variances with operational context, headcount actual vs. plan, and a forward-look on Q4 risks. PDF attached. Want me to also draft the talking points for the EBITDA miss?
How We Build It

From kickoff to executive rollout in 9 weeks.

Convor designs, builds, hosts, and maintains the whole system. Your finance team focuses on analysis; we handle the AI infrastructure.

1
Week 1–2
Discovery
Map your accounting system, chart of accounts, reporting cadence, and key executive questions.
2
Week 3–5
Build
Connect data sources, configure security/permissions, train on your specific metrics and definitions.
3
Week 6–8
Pilot
Deploy to your finance team and CFO. Validate answers against known data. Tune for accuracy.
4
Week 9
Rollout
Executive team access with role-based permissions, training, and self-service guide.
5
Month 4+
Ongoing
New data sources, KPI changes, model retraining, monthly usage and accuracy review.

See if the Finance Intelligence Engine fits your team.

Tell us about your accounting system, reporting cadence, and the questions your executive team asks most. If it's not a fit, we'll say so and point you somewhere better.

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