• Payflow AI for Sage Intacct

    AI FP&A Analyst Agent

  • Payflow is building Luca, an AI FP&A analyst agent. Luca plugs into your company’s ERP (Sage Intacct), CRM, HRIS, and other core systems, to provide executives with deep financial insights, comprehensive reports, detailed KPI dashboards and granular forecasts. Luca helps companies answer comprehensive questions and highlight critical insights about financial performance; it can also create weekly, monthly or quarterly reports for executives or the company’s board, calculate and pull KPIs from disparate systems, or build context-rich forecasts with detailed assumptions and sources, all for a fraction of the cost of an FP&A analyst.

    Key Benefits:
    The Sage Intacct integration enables your organization to provide a read-only access to your general ledger, transactions, expenses, financial statements, payables, receivables, inventory, customer, and vendor data. This will allow you to prompt the AI Analyst agent, Luca, to create various financial analyses, plans and forecasts, as well as highlight key insights for your team.

    1. Removes the data grunt work and gets executives to decision-making significantly faster
    2. Saves hundreds of hours and thousands of dollars per year with an AI FP&A agent vs. growing your FP&A team
    3. Provides visibility into the business using financial, sales, and operational data
    4. Unlocks further growth in the business by highlighting areas of focus
    5. Enables better decision making and business planning

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID.

    Price:
    Subscription starting at $500/month

    Integration Approved Countries:
    United States

    About:
    Payflow is building secure, professional class AI agents for corporate finance, starting with FP&A. Our purpose-built AI agents are designed to save you tens of thousands of dollars and hundreds of hours per year, while saving your team from never-ending tedious data grunt work.


    Phone: (917) 268-5650
    Website: https://www.payflow.ai/
    Year Founded: 2024
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