ACTA AI Platform
Artificial intelligence.
Dependable automation.
Turn documented finance processes into repeatable, reviewable work. Give your team a clearer view of what ran, what completed, and what needs human attention.
What changes for your team
Less rebuilding.
More reviewing.
Apply artificial intelligence and automation to the recurring finance work defined in your engagement.
Close with a record
Support reconciliations and recurring close tasks with work that can be reviewed and traced.
Report from common definitions
Build financial and management reporting from consistent definitions instead of recreating the numbers in each package.
Keep recurring work moving
Automate documented finance routines, with execution records and exceptions brought to the people responsible.
Three roles. One controlled process.
Intelligence with accountability.
Judgment and approval
People confirm the process, review the results, resolve exceptions, and make the decisions that require business judgment.
Coordination and support
AI helps orchestrate documented workflows and connect the steps needed to complete the work.
Repeatable execution
Rules-based scripts perform defined tasks. Run records make execution visible and support review.
Control is part of the work
Know what happened.
See what needs attention.
Document before automating
Capture the process from the person who does it. Confirm the written version before building automation against it.
Keep results traceable
Maintain execution records and supporting evidence so the team can review the work.
Bring exceptions to people
Unexpected conditions are surfaced for attention. Human oversight remains part of the operating model.
Keep approval explicit
Defined review and approval steps preserve responsibility. Actions that move money require an operator’s approval.
A workflow in practice
From recurring task to reviewable output.
An illustrative invoicing workflow. The systems and steps are defined for each engagement.
Confirm the process
Capture billing rules and the owner’s current workflow.
Prepare the work
Coordinate the workflow and run the defined billing tasks.
Review exceptions
Bring incomplete or unexpected items to the responsible person.
Keep the evidence
Retain the output and run record for operational review.
The relationship continues
Your team leads.
The platform stays with them.
The platform begins alongside ACTA CFO. After training and handover, your team uses it through a recurring subscription.
A trained team at the controls
Your controller and staff own day-to-day finance leadership and work with the documented processes and platform.
Ongoing ACTA customer success
ACTA customer-success services support the continuing relationship and help your team identify opportunities for further innovation.
A defined scope for what comes next
Subscription coverage, support responsibilities, and additional improvements are agreed as part of the ongoing engagement.
Practical questions
Understand the operating model.
How do we start using the platform?
The ACTA journey starts with Discovery. The initial implementation combines ACTA CFO and ACTA AI Platform, followed by training and transition to your team.
Where does the platform run?
Discovery assesses your systems and infrastructure needs. Deployment arrangements and operating responsibilities are defined in the engagement.
What do we own or license?
Ownership, licensing, access, and data responsibilities are specified in the engagement terms. These are discussed alongside the infrastructure requirements.
Does the platform replace financial judgment?
Your people retain responsibility for judgment and approvals. AI and automation support the execution of documented work and make exceptions visible.
Find the right starting point for automation.
Tell us which finance routines take the most effort, where information is fragmented, and what your team needs to trust.