Modernize finance with data, AI and agentic execution

Artefact helps finance teams improve control, decision speed and execution through governed data, analytics, AI, GenAI and intelligent workflows.

Build the finance foundation that makes automation, insight and better execution scale

Financial statement consolidation and recurring finance reporting, moving from manual exports to standardized, automated pipelines

Finance teams generate high volumes of transactional and operational data, but too often it remains fragmented across ERPs, spreadsheets and recurring manual files. The result is slower reporting, recurring reconciliation work and weaker visibility for decision-making.

Artefact helps modernize finance by structuring automated data flows, standardizing calculation rules and consolidating information into a scalable finance data platform. This foundation supports smarter dashboards for Controllership, Treasury and Tax, and creates the conditions to scale analytics, AI and agentic workflows.

From that foundation, analytics, AI and agentic workflows can move finance from reporting to proactive decision support.

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Priority AI use cases identified
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Finance offers covered. From ESG reporting to treasury, cash and tax.
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ROI in document processing

The finance business problems we solve

Finance transformation starts with the friction points that slow control, visibility and execution. Artefact helps finance teams solve the data, process and decision bottlenecks that reduce speed, planning quality and scalability.

  • Disconnected finance data across ERPs, spreadsheets and manual files.
  • Slow reporting, consolidation and close cycles that delay action and consume expert time.
  • Manual finance workflows that create rework and weaken decision speed.
  • Limited visibility on cash, performance and operational finance KPIs.
  • Rising risk, compliance and audit pressure without scalable monitoring.

How Artefact transforms finance

Artefact combines data foundations, high-value AI use cases and the right operating model to modernize finance end to end.

  • Build reliable data foundations and decision-ready finance dashboards.
  • Deploy AI and GenAI across planning, controlling, risk and reporting.
  • Scale agentic workflows for document-heavy and control-heavy execution.

The finance solutions we develop

How we build value across finance

We make finance data usable, reliable and scalable through the right platform, automated flows and a shared operating model. That foundation enables faster reporting, stronger visibility and more sustainable AI use cases.

Once the foundation is in place, we deploy AI where it can improve finance decisions and performance. Artefact develops use cases across planning, credit, profitability, anomaly detection, reporting, fraud monitoring and finance analytics, with business activation built into dashboards, workflows and user interfaces.

We use agentic AI when finance teams need more than a copilot. From credit-document processing and payroll checking to cash-flow orchestration and finance agentic rooms, Artefact helps automate multi-step workflows while keeping the right level of business control and human oversight.

  • AI for ESG & regulatory reporting — More reliable reporting data, controls and disclosure workflows.
  • Finance Accounting — Better automation across order to cash, procure to pay and reconciliation workflows.
  • Finance Controlling & Analytics — Stronger visibility, standardized KPIs and decision-ready performance steering.
  • Finance Forecasting, Planning, Simulation — Better forecasting, scenario analysis and forward-looking financial decisions.
  • Risk & Audit — More scalable control monitoring, anomaly detection and audit readiness.
  • Treasury, Cash & Tax — Better cash visibility, tax data foundations and proactive treasury management.
Data foundations

Finance data foundation and operating model

  • Create a reliable source of truth across finance processes.
  • Automate recurring preparation, reconciliation and consolidation tasks.
  • Standardize governance, delivery methods and value tracking across use cases.
CDP use cases

AI and GenAI use cases across finance processes

  • Improve forecast quality, prioritization and decision speed.
  • Detect anomalies, risks and opportunities earlier.
  • Turn reliable finance data into actionable business insights.
CDP adoption

Agentic AI and intelligent workflows for finance execution

  • Accelerate finance workflows with fewer manual handoffs.
  • Improve execution quality in document-heavy and control-heavy processes.
  • Combine automation with clear human oversight and governance.

Trusted By Industry Leaders

Twilio segment
Weborama
Zeotap
Treasure Data
Funnel.io

Our methodology for finance transformation

Artefact’s methodology starts with diagnosis and prioritization, then builds the data and process foundation required to scale. We align stakeholders, deploy high-value use cases and embed governance, security and adoption so value capture is measurable and sustainable.

  • Diagnose and prioritize finance value pools.
  • Build the right data and process foundation.
  • Deploy AI, GenAI and agentic use cases with business ownership.
  • Scale governance, adoption and measurable value.
Unified customer data

Diagnose and prioritize finance value pools

We start by understanding where value is concentrated inside finance. We map pain points, target processes, and decision moments, then prioritize opportunities using impact and complexity criteria such as revenue/cost effect, people impacted, data readiness and model complexity.

This reduces noise, aligns stakeholders faster and helps focus on the use cases most likely to create business value early.

Improved customer insights

Build the right data and process foundation

We make the core data and workflow layer reliable before scaling advanced use cases. That includes data automation, standardization, governance, and the process architecture needed to industrialize reporting, analytics and AI activation.

This creates the conditions for reliable dashboards, consistent KPIs and scalable deployment instead of isolated proofs of concept.

Real-time customer activation

Deploy AI, GenAI and agentic use cases with business ownership

We deploy the right level of intelligence for the problem to solve. Depending on maturity and process needs, this can range from augmented BI and predictive models to copilots, document-processing agents, and workflow agents supporting finance execution.

This improves decision quality and operational speed while keeping solutions anchored in real finance workflows.

Increased revenue and ROI

Scale adoption, governance and value capture

We treat adoption and control as core parts of delivery, not afterthoughts. That includes human-in-the-loop governance, training, operating model design, monitoring, and the measurement of value capture over time.

This helps move from pilot enthusiasm to durable business impact, which is where many GenAI programs stall.

GenAI and agentic AI in the transformation of the financial sector

Ebook - CDPs for Finance, 15 CDP use cases

Download the ebook

Explore how finance teams can move from isolated automation to real operating-model transformation. This ebook looks at how data foundations, AI, GenAI and agentic systems can help modernize finance processes, strengthen control, improve decision-making and unlock more scalable execution.

Questions & Answers

AI can help finance teams improve visibility, automate recurring analysis, detect anomalies earlier, support better credit and planning decisions, and strengthen control across high-friction processes. The strongest value comes when AI is connected to real finance workflows, not used only as an isolated productivity layer.

Start where business value is clear and the data foundation can support action. Artefact’s approach favors a progressive journey: prioritize the right value pools, build the minimum reliable foundation, and launch quick wins that can scale.

Traditional automation usually follows fixed rules, while GenAI helps interpret, summarize, generate and interact with information more flexibly. In finance, that makes it useful for reporting support, document-heavy workflows and user-facing analysis, but it still needs the right controls and operating model to create durable value.

ROI should be measured at the process and business level, not only by model performance. Typical dimensions include faster lead times, reduced manual workload, better planning quality, fewer errors, stronger risk control, and measurable revenue or cost effects when the use case directly influences commercial or operational decisions.

Artefact treats governance and human control as core design principles. The recommended approach includes human-in-the-loop authority, scalable architecture, upskilling, and operating rules that avoid uncontrolled duplication and weak accountability.

Artefact usually starts by prioritizing value pools where Finance can see impact quickly, while building the data and governance foundations needed for scale. The goal is not to wait for a perfect platform before delivering value, but to balance short-term business wins with long-term transformation.

Yes. Artefact helps finance teams identify priority value pools, assess feasibility, structure the operating model, and sequence use cases across foundations, AI and agentic AI. The objective is to connect strategy, delivery and measurable value instead of launching disconnected pilots.

Artefact combines business understanding, data foundations, AI delivery and value capture in one model. Rather than treating AI as isolated experiments, we focus on the finance processes where value is concentrated, then build the data, governance and adoption model required to make that value durable.

The challenge is rarely the pilot itself. It is prioritization, process redesign and alignment with business ownership. Artefact helps finance teams move beyond simple copilots by redesigning workflows, connecting them to real data foundations, and deploying AI or agentic systems where they can transform core finance processes.

Yes. Artefact’s approach includes governance, methodology, training and business ownership so that finance teams can scale AI sustainably. The goal is to leave behind not only use cases, but also the operating model, practices and internal capability needed to keep creating value over time.