Finance Automation
Most AI tools aren’t designed for the precision required in financial operations.
Bellaire is purpose-built to apply AI with control—across integrations, data analysis, and process automation. By owning every step of the workflow, we eliminate the variability typical of generic AI tools—ensuring accuracy where it matters most.
The result: a platform that automates routine tasks and delivers real-time insights from any system, at scale.
Turn Operational Bottlenecks into Seamless Automated Workflows
- Effortlessly manage compliance, onboarding, and reporting.
- Eliminate Manual Data Verification
- Extract Insights from PDFs, Emails, and CRMs in Seconds
- Boost Productivity by Letting AI Handle Routine Tasks
- Empower Analysts to Focus on High-Value Decision-Making
100s of Integrations and AI Tools for Finance
- Seamlessly manage compliance, onboarding, and reporting with automated workflows that integrate directly with your finance stack.
- Eliminate manual data verification by syncing real-time data from ERP, CRM, and financial systems.
- Extract actionable insights instantly from PDFs, emails, and structured data—no more copy-pasting or data wrangling.
- Boost productivity by automating repetitive tasks like reconciliations, approvals, and data entry.Free up analysts to focus on strategy, forecasting, and decision-making by offloading routine work to AI.
Example: Automating Bad Debt Provisioning
.png)
Automating Bad Debt Provisioning Explained:
A common finance task is calculating the bad debt provision —a journal entry that estimates potential credit losses.
Typically, a user must manually run an Aging Report from SAP, review outstanding receivables by aging bucket (e.g., 0–30, 31–60, 61–90, 91–120, 121+ days), and apply risk-based percentages to each bucket based on historical collectability.
For instance, invoices aged over 121 days might be deemed 75% uncollectible. The finance team must calculate 75% of that bucket’s balance and record a journal entry to increase the Allowance for Doubtful Accounts and recognize an expense to Bad Debt Expense—ensuring the financials reflect a more accurate net realizable value of receivables.
Bellaire automates workflows like this end-to-end. From pulling the SAP aging data to applying custom logic and posting the journal entry back to the ERP, tasks that once took hours are completed in seconds—with precision and auditability.
.png)
.png){kind=spacer}