AI that closes the books while your team sleeps.
Month-end close in days instead of weeks. Invoices keyed by AI. GST and bank reconciliation automated. Your finance team spends time analyzing — not copying and pasting.
What your team is doing by hand today.
If any of these sound familiar, there's an AI product that can take them off your plate.
- 01Finance team keying 500+ invoices a month by hand.
- 02Month-end close stretches across 9+ working days.
- 03Bank reconciliation lives in a shared spreadsheet with 47 tabs.
- 04GST returns arrive late and reconciliation is nobody’s favourite week.
Work that moves from “someday” to “done.”
We build these as production AI products inside your infrastructure. You get the workflow. Your team gets the time back.
- Invoice and bank statement intelligence (FinDocs2BI)
- FinOps anomaly detection on AWS spend (AWS-Cost2BI)
- ERP Q&A over Tally, Zoho Books, QuickBooks (Tally2BI, Books2BI)
- Private RAG for policies, contracts, and SOPs (Ask2Docs)
- Automated management reporting — cash, AR aging, vendor spend
- GST/VAT reconciliation copilots
Numbers this kind of engagement typically moves.
Illustrative benchmarks based on comparable deployments and the patterns we've proven on AI2BI Hub. Every engagement sets its own success metrics in Phase 1.
You focus on your business. We handle the AI.
You shouldn't need to hire a machine-learning team to run a better operation. That's our job.
CostTrail scopes the problem, picks the model, builds the product inside your infrastructure, and wires in the CI/CD, observability, and on-call that keep it running. You approve the scope. We ship. You own what we build.
Two-week paid discovery. 2-week shipping sprints. Weekly demos. Eval-gated deploys. No vapor, no “enterprise AI transformation” decks.
AI2BI Hub products that already solve pieces of this.
Every one of these is a production AI product we built and shipped ourselves. For a financial services client, we adapt them to your data, your perimeter, and your governance.
Turn invoices, bank statements and financial PDFs into structured data.
Ask your accounting data: Zoho Books, QuickBooks, and more.
Conversational analytics on top of Tally ERP data.
FinOps anomaly detection and plain-English AWS cost analysis.
Same engine. Different vertical.
- Healthcare & Life Sciences
Structured intelligence on unstructured clinical data — deployed inside your HIPAA boundary.
- Manufacturing & Industrials
Production-floor to supply-chain intelligence — operations data that answers questions in real time.
- EdTech
Learning data turned into action — student success, content intelligence, operations automation.
Let's scope an AI product for your financial services team.
Book a 30-minute discovery call. We'll talk through the workflows that are eating your team's time and which ones are realistically automatable.