Dot Finance: AI Finance Assistant for CFOs

AI finance assistant that connects with ERPs like SAP and Oracle to automate workflows, optimize reporting, and deliver real-time financial insights.
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Dot Finance in Action

Automates routine financial workflows and reporting tasks.
Pulls and analyzes ERP data to surface actionable insights.
Reduces manual errors and increases data accuracy.
Helps finance teams focus on cash flow, growth, and strategy.
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Integrate Dot Finance With

ERP Tools
Financial Analysis Tools
Expense Management Tools
Cash Management Tools
Finance Management Tools
Manual finance workflows often lead to delays, errors, and missed insights.
Dot Finance connects with your ERP system to automate processes and reconcile transactions, delivers real-time financial visibility for better control and decision-making.
Budgeting and forecasting often rely on outdated data and manual inputs.
Dot Finance analyzes historical trends and generates forecasts, surfaces insights to improve planning accuracy and efficiency.
Manual expense processing increases errors and slows down approvals.
Dot Finance tracks spending and flags policy issues, automates approvals to streamline reimbursements.
Finance teams struggle to keep up with cash flow visibility and liquidity needs.
Dot Finance monitors cash in real time and predicts liquidity risks, helps optimize treasury operations for better financial control.
Bookkeeping and reconciliation take time and leave room for error.
Dot Finance automates transaction categorization and detects anomalies, improves overall financial accuracy and control.

Popular Features of Dot Sales

55%
faster financial insight generation with automated analysis
38%
reduction in processing time for invoice-related tasks
42%
increase in operational efficiency across ERP tasks

Data Analyst Agent

This AI-powered agent connects to your financial systems, analyzes historical and real-time data, and delivers actionable insights that support planning, forecasting, and smarter decisions.

Invoice Tracking

Dot Finance automates invoice matching, tracks payment statuses, and flags inconsistencies while freeing up your finance team from manual follow-ups and reconciliation.

Smart ERP Agents

Custom-built agents that work inside your ERP system to automate approvals, trigger workflows, and assist with everything from procurement to reporting, all in real time.

Why Dot Sales?

Dot Sales transforms your sales operation by automating high-effort tasks, improving lead quality, and helping teams close faster with AI that fits how you work.

More Qualified Leads, Less Manual Work

Faster Follow-ups and Smarter Timing

Insights That Move Deals Forward

Get contact with our sales team

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