Industry Playbook · Finance & Advisory
Deterministic invoice reconciliation, treasury forecasting, and compliance search.
We engineer code-verified document extraction, rolling 13-week cash models, and permission-scoped contract search for finance and advisory teams.
Operational Bottlenecks
Where hours and margin leak most often
- –Controllers and analysts burn days keying vendor bills, bank statements, and portfolio company reports into accounting systems
- –Rolling 13-week cash-flow forecasts break every week because AR aging, AP commitments, and payroll live in disconnected silos
- –Auditors and advisors struggle to search across thousands of tax, legal, and client contract PDFs without risking permission leakage
What We Engineer
Production systems built for Financial Services, Accounting & Advisory
Deterministic AP Extraction & 3-Way Reconciliation
Ingest invoices and financial statements with code-enforced cross-footing math checks, duplicate detection, and direct QuickBooks/Xero/NetSuite sync.
Automated 13-Week Treasury & Portfolio BI
Consolidate multi-company accounting, Stripe/commerce, and bank feeds into calibrated P10/P50/P90 cash runway projections and interactive scenario simulators.
ACL-Scoped Contract & Regulatory Knowledge Engine
Search client agreements, audit workpapers, and regulatory manuals with strict role-level security trimming and exact page citations.
Architecture Proof
Related systems built by Vector Dynamic
LedgerFlow
Autonomous AP & 3-Way Match PipelineExtracts multi-page vendor PDFs with deterministic math checks, reconciles lines against purchase orders and receipts, and posts clean vouchers to the ERP.
RunwayIQ
13-Week Treasury, BI & Demand ForecasterConsolidates accounting, commerce, and warehouse data to project rolling 13-week cash runway, flag inventory stockouts early, and simulate financial scenarios.
VaultRAG
Permission-Scoped Knowledge & Data EngineDeduplicates messy CRM records and answers operational questions across internal SOPs, contracts, and databases with role-level access controls and exact page citations.
Free Systems Review · Financial Services, Accounting & Advisory
Send us one bottleneck. Receive a written engineering plan.
Send us one reconciliation, cash-reporting, or document-audit workflow. We will return a free 2–4 page written engineering review.
- 2–4 page written engineering review scoped to your workflow
- Honest build-vs-buy verdict before writing custom code
- Three quick wins plus a milestone and commercial estimate