Solutions / Finance
Every ledger, invoice, and forecast — in sync, so the numbers act, not just report.
Finance data sits in disconnected systems and arrives stale, so the month-end scramble is baked in. Intuidy keeps ledgers, invoices, and forecasts in sync — then acts: reconciling continuously, routing exceptions, and updating forecasts from live data.
Your finance systems in sync — then acting on their own.
Connect every tool your team already runs into one live picture — then let it act: route the approval, trigger the update, reconcile the records, before anyone has to chase them. Intuidy AIPI — the engine that builds your backend — handles the data, the security, and the plumbing.
Explore the Headless EcosystemapiKey: process.env.INTUIDY_KEY
});
id:
data: requestPayload
});
Stop waiting for month-end to know where you stand.
Your numbers live in the ERP, the GL, the billing system, and a stack of spreadsheets — reconciled in batches, by hand, always a few weeks behind.
Intuidy keeps them in sync continuously and acts on the result: matching records in real time, routing breaks with a suggested cause, and refreshing forecasts as the data moves. You can build the exact close, reporting, and forecasting workflows your firm runs on — in weeks, not quarters.
Driving Outcomes
What teams put in sync — and automate
“We used to build the cash flow forecast in a spreadsheet every Friday. Now it updates itself from live project and AP/AR data. We just review it.”
Partner
Regional General Contractor — $120M annual revenue, 15+ active projects
Challenge
Cash position was always backward-looking. By the time the weekly spreadsheet was assembled, the numbers were already 3–5 days stale. Cash gaps appeared as surprises.
Solution
Intuidy aggregates contractual milestones, AP/AR data, and procurement commitments from ERP and project management systems into a rolling cash forecast — updated continuously.
Financial Visibility
See it — every account and position in one continuously reconciled picture.
Cash Flow Visibility
Track cash position across entities, projects, and accounts as transactions post — not what last week's report said.
Cost-to-Budget Tracking
Actual costs vs. budget by project, department, or GL code — updated as transactions post.
Revenue Recognition
Percentage-of-completion, milestone-based, or time-based rev rec calculated from live project data.
Variance Analysis
Flag material variances as they emerge, with drill-down to root cause.
Financial Automation
Act on it — reconciliation, routing, and reporting run on their own.
Invoice Matching
Match PO, receipt, and invoice; route exceptions for review the moment they break.
Period Close Tasks
Trigger and track accruals, reconciliations, and the close checklist through the cycle.
Expense Routing
Validate expense reports against policy and route for approval without manual review.
Financial Reporting
Compile management reports from live data on schedule — no manual assembly.
Intercompany Entries
Post and balance cross-entity transactions automatically.
Audit Trail
Every data movement logged and traceable from source system to financial statement.
Start Building
Describe the app your team actually needs. Our engineers will map it, connect your data, and help you ship it — in weeks, not quarters.