Finance, Planning & Accounting

Helikai’s AI agents for Finance, Planning & Accounting are designed to eliminate manual bottlenecks, accelerate book keeping, and integrate seamlessly with your enterprise software stack.

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Quote-to-Cash Agents & Workflows

Automate quote-to-cash (Q2C) operations to improve cash flow, reduce manual errors, and scale revenue without adding administrative staff. FP&A Helibots can eliminate revenue leakage, ensure compliance, and increase operational visibility.

Quote & Proposal Generation Agents & Workflows

Quote Generation Agentic Workflow: Generate quotes with natural language prompts which include pricing, discounting, catalog validation, product configuration rules, diagrams, and images. Applies pricing schedules, customer specific pricing, regional pricing, taxation and fees, shipping, and commission calculation along with custom business rules and approvals.

Proposal Generation Extension Agent: includes extending the quotation prompt to also generate a proposal conforming to company standards that can include an executive summary, technical specifications, functional requirements, product descriptions, delivery schedules, and pricing with assumptions and conditions.

Deals Desk & Contract Generation Agents & Workflows

Invoice Generation Agent: Automates and accelerated how businesses bill clients, cutting manual work and speeding up cash flow. Fewer errors, better tracking and follow up, tax rules and regional standards are adhered to every time. Dynamic data entry and data reconciliation.

Deals Desk Automation Workflow: Deliver accurate quotes in a fraction of the time by automating the deals desk. This workflow includes approving quotes by calculating gross margin, competitive pricing analysis, commission management, including alternative products or product configurations.

Contract Generation Agent: Dynamically generate custom contracts to match outbound quotations with regional customization, product and service specific T&Cs, and support for multiple languages.

Commission Calculations for sales reps, channel partners, resellers, OEM partners or other downstream payment obligations

Purchase Order Processing Agent
Invoicing Agent

PO Processing Agentic Workflow: Automates receiving orders, including validation of POs against quotes, validation of prices to catalogs, SKUs, taxes, shipping, commissions calculation, including custom business rules. Dynamic data entry and data reconciliation.

Procure-to-Pay Agents & Workflows

Automating procure-to-pay (P2P) operations gives CFOs & accounting teams real-time visibility, tighter financial control, and lower operational costs across the entire purchasing to payment lifecycle.

  1. Invoice Validation includes invoice fraud detection, invoice validation, signature checks, PO matching, multi-language support, and automated data entry.

  2. PO Processing Agentic Workflow: including validation of POs against quotes, validation of prices, SKUs, taxes, shipping, commissions, channel partners, including custom business rules.

  3. Packing Slip Validation includes validating that a packing slip matches what was unpacked, which needs to match the invoice, and needs to match the contracted pricing and discount schedules. This is typically implemented as a multi-agent workflow.

  4. Lease Invoice Validation agent ensures that all invoices related to a commercial lease are your responsibility by validating each invoice against the lease terms prior to payment approval.

Agents & Workflows

Record-to-Report Agents & Workflows

Automating record-to-report (R2R) operations allows a CFO to shift the finance team from manual data entry to strategic analysis, cutting close times and improving data accuracy.

  1. Cash Flow Projection Agent provides 13 week cash flow projections with customizable sensitivity analysis and scenario planning.

  2. Variance Agent delivers budget and sales variance to projections and variance to peer companies.

  3. Natural Language Agents open natural language interfaces to corporate data sources such as ERP, CRM, and MRP allowing you to talk to your data. Ask your data questions, ask for reports, ask for advice.

  4. SOX/ICRF Agents generate internal controls documents using your standard closing policy.

  5. Enterprise Reconciliation Agent performs cash to bank statement reconciliation, sub-ledger to general ledger reconciliation, inter-company reconciliation, tax and revenue reconciliation of invoices, sales orders, POs, and regulatory filings.

  6. Reconciliation Agent for Financial Institutions, Banks & Credit Unions: Reconciles ATM transactions and fees, wire transfers, ACH transactions, and card processing services identifying discrepancies and disputes, making appropriate journal entries.

  7. Accruals calculations and accounting automation for long term contracts with time-based, percentage-of-completion, or milestone-based revenue recognition.

Agents & Workflows

Hire-to-Retire Agents & Workflows

Automating hire-to-retire (H2R) operations allows a CFO to reduce labor costs, eliminate payroll errors, and improve financial forecasting across the entire employee lifecycle.

  1. New Employee Onboarding Agent saves time, reduces errors, and helps new hires start working productively much faster. Automates everything from laptop ordering and email setup, to payroll and benefits enrollment.

  2. Annual Employee Benefits Enrollment Agentic Workflow with natural language benefits management, changes, conversational understanding of benefits from a benefits agent, enrollment management, including multi-language support.

  3. Employee Q&A Chatbot who is educated on employee policy and can lookup employee information such as payroll, benefits, taxation, policies, holidays, and stock benefits information.

  4. Expense Report Processing Agent that supports approvals, policy enforcement and interactive conversations with employees.

  5. Unions and Hourly Worker Policy Agent that enforces agreements and regulatory compliance of time sheets, time off, rest periods, shift changes, meal breaks, and other worker related policies.

Agents & Workflows

Start With

The Forge is Helikai's workshop methodology–– a focused engagement to map your highest-value business and IT workflows, identify the fastest path to measurable value, and deliver a complete deployment blueprint with ROI model and estimated costs.

We start with your most inefficient, highest-volume processes. Not a technology pitch–– a co-designed solution grounded in your real workflows.

Meet us in the Forge ->
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Get in touch to with us to discuss your business and technology pain points, and discover how our catalog of solutions can help drive more efficiency and time savings in your business and IT tasks. Contact: info@helikai.ai