Finance & ERP
A living financial core
Cash flow, payables, receivables, recurring invoices, expenses, and reconciliation move through one traceable ledger.
The intelligent enterprise operating system
FinGeist, the intelligent enterprise operating system: Run the business that comes next.The Intelligent Enterprise Operating System for finance, ERP, CRM & AI automation
FinGeist unifies finance, customers, projects, and governed AI so your business can understand every signal, decide with confidence, and act while the moment still matters.
FinGeist command / simulated workspace
LiveGroup cash position
€48.2M
Illustrative outlook strengthening· across 4 sample entities
Sample scenario · Live view
€6.4M
Receivables
€2.1M
Payables
14.2 mo
Runway
Decision queueSample actions
Resolve invoice variance
Ready for a guided review.
Review cash concentration
Context assembled for decision.
AI brief
“Margin is strengthening, while two overdue accounts may concentrate cash risk next month.”
Illustrative AI summary
ONE
Operating model
Finance to delivery
LIVE
Business context
Current at every moment
AI
Built into workflows
Context at every step
YOURS
Control by design
People set the rules
01 / One operational truth
Every function sees the same business.
FinGeist connects every commercial event, every piece of work, and every financial outcome in one living business context.
CRM
Revenue without the handoff
Customer activity, deals, and financial outcomes stay connected from first conversation to paid invoice.
Project operations
Delivery that knows its margin
Estimates, budgets, tasks, time, costs, and invoices share the same commercial reality.
AI automation
Intelligence in the flow
Draft, match, route, summarize, and surface exceptions—with people in control of consequential actions.
Decision intelligence
Answers with business context
See profitability by client, project, and team. Ask naturally and trace every answer to its source.
Multi-companyRecurring billingExpense claimsRole-based accessAudit trailDesktop & mobile
Decide in the moment
See the commercial and financial meaning of every live signal.
Protect cash and margin
Connect commitments, delivery, billing, and collection in one view.
Move as one business
Give every team the context to act without losing control.
Scale intelligence
Turn repeatable judgment into governed, adaptable workflows.
02 / Intelligence for every leader
See what matters. Know what to do next.
Each leader sees the same business through the decisions they own—with shared context keeping every move aligned.
Finance leaders
Where should capital and attention move next?
Live cash, exposure, forecasts, and margin—connected to the events shaping them.
Operations leaders
What is slowing execution or putting delivery at risk?
A single view of capacity, commitments, exceptions, and the actions required now.
Revenue teams
Which opportunities will create durable value?
Customer context from pipeline through delivery, invoice, payment, and expansion.
Executive teams
What is changing—and what should we do about it?
Decision-ready intelligence across entities, teams, clients, and strategic priorities.
03 / Ready for now and next
Operate with clarity now. Build momentum for what comes next.
The business needs one continuous intelligence—from live understanding to confident execution—with the flexibility to grow into every opportunity ahead.
What business needs now
Clarity at the speed of business.
- A live view of cash, revenue, delivery, and risk
- Decisions grounded in complete business context
- Workflows that move across teams without losing momentum
- AI that turns operational signals into useful action
- Control that remains clear as complexity grows
What business needs next
Intelligence that compounds.
- An operating model that learns as the business evolves
- Predictive insight before opportunities or risks become obvious
- Adaptive workflows shaped around each organization
- Governed autonomy for faster, safer execution
- A foundation ready for new markets, models, and ways of working
04 / Work that moves itself forward
From intent to outcome, one continuous flow.
FinGeist keeps context, intelligence, and control connected through the moments that determine business performance.
Quote to cash
- 01
Opportunity qualified
- 02
Proposal approved
- 03
Work delivered
- 04
Invoice issued
- 05
Cash received
Outcome: Revenue momentum stays visible from intent to realization.
Project profitability
- 01
Scope agreed
- 02
Budget established
- 03
Effort captured
- 04
Margin forecast
- 05
Action prioritized
Outcome: Delivery decisions stay connected to commercial outcomes.
Cash forecasting
- 01
Balances connected
- 02
Commitments mapped
- 03
Scenarios modeled
- 04
Risk surfaced
- 05
Plan aligned
Outcome: Leaders can see pressure and opportunity while choices remain open.
Invoice review
- 01
Document received
- 02
Details extracted
- 03
Records matched
- 04
Exception reviewed
- 05
Payment prepared
Outcome: Routine work moves quickly while consequential actions stay controlled.
05 / Intelligence with control
From signal to action—without losing the human.
FinGeist gives AI the context to help and the boundaries to behave. Every recommendation travels through the same roles, records, and review paths as the business itself.
Operational intelligence flowGoverned end to end
Connect
Banks · customers · work
Unify
One operational model
Reason
Context-aware AI
Control
Rules · roles · review
Act
Every team in sync
Connected business context
Everything the business knows, ready to become action.
Banking dataCustomer activityProject deliveryFinancial recordsDocumentsTeam decisions
Governed by design
Role-based permissions, multi-company boundaries, and a complete activity trail make control part of the workflow.
Answers you can inspect
AI output is grounded in operational context, with human review for the decisions that matter.
Built to evolve
A modular operating model gives every team room to adapt as the organization, market, and ambition evolve.
Product views, companies, figures, summaries, and operational events shown on this page are illustrative sample scenarios.
The future of your business starts now
Turn every business signal into forward motion.
Bring us your highest-value workflows. We’ll show you how finance and operations move faster with one continuous intelligence.