FINANCE & ACCOUNTING

Form 10-K output generated by a Writer app, with input fields such as company name, financial statement document upload, and analysis notes.

Free up finance

Reduce the busy work and allow finance teams to focus on initiatives that help the company grow.

World-class enterprises trust Writer

Kaufman Rossin

Case study

Finance team simplifies manual task of updating corporate policies

Before Writer

A finance team is bogged down in updating language to corporate policies and procedures.

There’s a heavy tax every time they have to switch modes — from analysis to writing.

With Writer

Using a custom AI app, the finance team streamlines updates to corporate policies such as T&E or infosec, which need to be updated frequently due to changing regulatory and business needs.

Writer chat app conversation where the user is looking to update their T&E policy, and Writer is locating policies from 5 global regions.

USE CASES

Proven AI solutions for finance teams

Automate repetitive tasks and streamline finance work. Spend more time on strategic planning and analysis.

Summarize sales contracts

Reduce friction and timeline in the close process with quick summaries of sales contracts.

Document accounting procedures

Draft language that documents accounting policies and procedures.

Enforce standardized disclosures

Ensure the proper disclosures are included where necessary across financial documents or marketing content.

Respond to tax notices

Draft faster responses to IRS and SEC notices across all divisions and portfolio companies.

Support financial drafting

From S-1s to 10Ks/10Qs, create and update templates as a starting point for your drafting sessions.

Inform tax guidance

Quickly research tax questions across private rulings or SEC draft legislation to inform guidance.

Support earnings call prep

Prepare for earnings calls by summarizing previous transcripts and looking for trends across Q&A.

Analyze audit evidence

Trace and vouch audit evidence against transactional data and summarize findings.

Benefits

Drive business value with generative AI for finance

Work more
efficiently

Streamline mundane tasks to save cycles for work that moves the needle.

Faster cross-
functional impact

Update corporate policies faster and give employees the ability to self-serve answers.

Stay ahead of
the market

Stay one step ahead with more in-depth research and faster analysis and reporting.

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