Transaction Classification and Coding
We build workflows that read a transaction, reason about how it should be classified, and code it consistently, learning the patterns your team already applies.
Intelligent Accounting Workflows
Software that reasons through the accounting, and keeps the audit trail.
What this is
Intelligent accounting workflows are accounting processes rebuilt as software that can reason through variation rather than only follow fixed rules.
Fintechy builds workflows that classify a transaction, draft the entry, and route it to a person for approval, so the team spends its hours on judgment instead of data entry. Because finance has to be defensible, every step is logged and every action is reviewable, so the intelligence never comes at the cost of the audit trail.
What We Build
Reconciliation Workflows
We rebuild reconciliation so the system investigates variances and drafts the correction, leaving the pile a person touches down to the cases that need judgment.
Journal Entry Drafting and Approval
We draft journal entries with the reasoning attached and route them for approval, so a person confirms rather than constructs.
Controls and Audit Trail
We build segregation of duties into the workflow, so the agent that drafts an entry cannot approve it, and log every action so any decision can be reconstructed.
How We Work
We rebuild one workflow at a time, with the controls and logging in from the first version, so the process is both faster and cleaner to audit. You get accounting that reasons through the work and shows exactly what it did.
Rebuild one workflow at a time
One workflow at a time.
Controls and logging from the start
In from the first version.
Faster and cleaner to audit
The process is both faster and cleaner to audit.
Explore More
Have accounting work that eats the team's time. Let's rebuild it as software.
Book a callcalendly.com/fintechy/30min
What we cover
The accounting work eating the hours
What the workflow drafts, and who approves
What a first build would take