Finance Demo, part 2
Reports, scheduled delivery and the Finance Assistant, continued from part 1 on the live demo platform.
Demonstration data. Every figure, name and company in this video is generated for the demo platform. No client or employee data appears.
Transcript
The on-screen captions in order. Select a time to jump to that point.
(The Vizion-AI logo.)
Reports. AI Writes Them. You Just Need To Review.
Click To Create Your Financial And AI Reports
Your Standard Financial Reports (The Reports list: bank transactions, cash flow forecast, cash summary, unpaid bills, upcoming bills, P&L, VAT return, balance sheet, budget vs actual, currency exposure, sales pipeline, and the Board / Management Pack.)
Click Generate
Lets Take A Closer Look At The AI Management Pack
Your Report Is Generated. Ready For Editing, Send For Review Or To Send By Email (The Board / Management Pack draft: headline figures, an editable executive summary and performance against budget.)
AI Has Now Written Your Report Based On The Content It Has Read
You Can Now Make Edits To The Report, Should You Wish.
Including Removing Unwanted Line Items
Meaning Your Reports Can Still Remain 100% Customizable
Complete Data Sovereignty, Where You Are In Control Of Your Data.
Traditional Reports Tell You What Happened In The Past
Schedules. Let AI Generate Reports Whilst You Sleep
Click Schedules
Your AI Never Sleeps, it works 24/7
Simply Add In The Report Type You Want
The Frequency, Date And Time And The Format.
The Report Will Appear In The List Of Scheduled Reports.
Finance Assistant. Your AI Assistant Turns Questions Into Answers And Data Into Decisions.
Click For The AI Assistant
Type Your Finance Related Question And Wait For The Response
That's Instant Financial Intelligence (The assistant lists the last five bank transactions with date, type, contact, amount, status and reconciliation.)
Type Your Follow On Question
Get Your Assistant To Email You Copies Of Your Requests
This Is The Future Of AI
Private AI, Running Inside Your Business