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Private Tables for CFOs & Finance Leaders

Finance that drives the business, not records it.

Finance that drives the business, not records it.

Finance that drives the business, not records it.

Neoflo is the AI-native finance partner for mid-market and enterprise. Our AI and expert accountants run your AP, AR and close, and we stand behind the result.

Neoflo in 2 minutes

Ask AI about Neoflo

ChatGPT

Claude

Perplexity

HomeSC
Good morning, Sarah
2 things are assigned to you. Everything else in Payables, Receivables and Close is running.
TimeWorkflowActivityAmountByStatus
09:28CloseReason added: Q4 launch campaignMatches the approved budget—Sarah C.Resolved
09:26CloseSales and marketing up 133%Booked by manual journal, no reason given—Neoflo AINeeds review
09:24CloseExplained 31 line movementsRevenue up 15.7%, 97% from product—Neoflo AIPosted
09:22PayablesCF-10928 · duplicate rejectedReviewed with the evidence attached$48,210.00Mike R.Resolved
09:20PayablesCF-10928 · Crestline FreightDuplicate of a bill posted on 21 Oct$48,210.00Neoflo AIHeld
09:18PayablesINV-88213 · Halden Logistics3-way match with PO and receipt$12,480.00Neoflo AIPosted
09:16PayablesFound 3 invoices inside support ticketsFiled with their delivery notes—Neoflo AIMatched
09:14PayablesCoded 38 invoices from the AP inboxGL, entity and tax applied—Neoflo AIPosted
What is waiting on me?How many posted yesterday?Which vendor is slowest?
⌘K

Trusted by finance teams at

  • ZALORA

  • Angel One
  • Multiplier
  • EY
  • U.S. News & World Report
  • Prudential
  • GMR
  • 360 ONE
  • ZopSmart
  • Tacit
  • ZALORA

  • Angel One
  • Multiplier
  • EY
  • U.S. News & World Report
  • Prudential
  • GMR
  • 360 ONE
  • ZopSmart
  • Tacit
  • ZALORA

  • Angel One
  • Multiplier
  • EY
  • U.S. News & World Report
  • Prudential
  • GMR
  • 360 ONE
  • ZopSmart
  • Tacit

01 / Results

Results we stand behind.

Results we stand behind.

Results we stand behind.

Measured at a live client: a Southeast Asian fashion e-commerce group, posting straight to SAP. We agree the results that matter with each client and stand behind them.

6,000+

6,000+

Invoices processed a month

AP · posted to SAP

6,000+

Invoices processed a month

AP · posted to SAP

95%

95%

95%

Processed automatically

Straight-through, no touches

6

6

6

Countries & tax regimes

One team, one ledger

[ Backed by ]

Funded by investors who back category-defining software.

Lightspeed
Peak XV
Alter

[ Notable mentions ]

Recognised by the platforms and analysts finance teams already trust.

NVIDIA
SAP
CB Insights
NAW
Gartner

02 / The problem

Finance could drive growth. It’s stuck in busywork.

Finance could drive growth. It’s stuck in busywork.

Finance could drive growth. It’s stuck in busywork.

Finance teams know where the business should go next. But their week goes to keying invoices, matching bank lines and chasing approvals, so the close drags, cash comes in late, and leaders decide on last month’s numbers. AI can take that work off their plate, but only if someone makes it work and answers for the result.

#1

Talent is the #1 risk CFOs name

Teams are stretched, buried in manual work and hard to hire for.

Protiviti & NC State · Executive Perspectives on Top Risks

86%

Have seen AI get the data wrong

Finance teams that have hit inaccurate or hallucinated AI output. They want a partner they can hold responsible.

Wakefield Research · via CFO Dive

96%

Work with an outside finance partner

Investor-backed CFOs using a finance and accounting firm, up from 79% a year earlier.

Consero Global · 2025 CFO Report

Runs on the systems you already use.
Nothing to rip out. Neoflo connects both ways with SAP, NetSuite, QuickBooks, Sage and Xero, and the tools your team already works in.

03 / The platform

The AI platform behind the work.

The AI platform behind the work.

The AI platform behind the work.

Ask anything

Chat with all your docs

Chat directly with all your sources of information and get responses based on data cited in ERP, CRM and emails.

thinking
$1.24M across 38 invoices is waiting on approval
Cited fromNetSuiteGmail
Northwind invoice with extracted fields

Reads every document

Email, PDF, scans and portals. Every field and line item is extracted and checked against your vendor master.

Approval chain for a bill over threshold

Routes approvals by your rules

Thresholds, departments and delegation applied automatically. Approvers see the context, not just the amount.

Journal entry synced to NetSuite

Posts to your ERP, with evidence

Balanced entries land in SAP, Oracle or NetSuite with the source PDF and approval trail attached.

04 / Solutions

From payables to the close, and the analysis behind it.

From payables to the close, and the analysis behind it.

From payables to the close, and the analysis behind it.

Four connected workflows, one ledger. AI runs the routine and our accountants own every exception.

01

Procure to Pay

Touchless invoice processing

PO & GRN auto-matching

Approvals routed automatically

Real-time cash visibility

3-way matchPO-55031Posted to ERP
ItemPORec’dBilledStatus
Corrugated box 18×12500500500Matched
Pallet wrap 80g504850Short-paid
Edge protector 36″1,2001,2001,200Matched
Freight111Matched
Short by 2 units$42.50
Pay for the 48 received and request a credit note from Halden for the rest?
Short-payAsk buyer
CollectionsOpen receivables $85,240.00
CustomerOpenNext step
Atlas Retail Group$18,400.00Reminder sent
Pinecrest Health$0.00Paid · applied
Lumen Studios$36,000.00Resolved
Harbor & Finch$5,240.00Scheduled
Vela Robotics$25,600.00Reminder sent
Bank feed · just now
$7,215.30 received from Pinecrest Health
Matched to INV-2291 and applied in the ERP
Lumen disputes line 3
They say the October retainer was already paid. A $6,000 payment from 2 Oct is sitting unapplied.
Apply paymentDraft reply

02

Order to Cash

Lower DSO, faster collections

1:1 & 1:many payment matching

Automated dunning & follow-ups

Cash applied in your ERP

03

Record to Report

Daily bank & GL reconciliation

Accruals drafted automatically

Flux analysis on tap

Month-ends that close faster

October closeDay 4 of 5100%
Bank reconciliation1,284 of 1,291 matched
AP accruals23 unbilled receipts accrued
Prepaid amortizationSchedules rolled forward
Revenue cut-off review3 contracts checked
Flux review vs September31 lines explained
Intercompany eliminations2 entities
Which contracts auto-renew this quarter, and what do those customers owe us?
Two contracts renew before 31 Dec. Lumen Studios auto-renews on 1 Dec [1] and has $42,000.00 open, one line disputed [2] Vela Robotics renews on 15 Dec with notice already received [3]
Sources
[1]MSA · Lumen.pdfContractp. 4, §7.2
[2]AR aging · OctoberERPGL 1200
[3]Re: renewal termsInbox12 Oct

04

Knowledge Management

Ingests from all your tools

One knowledge graph, one truth

Cited, audit-ready answers

Always-current source of truth

05 / Security & controls

On your systems, under your controls.

On your systems, under your controls.

On your systems, under your controls.

Every action Neoflo takes is permissioned, approved by the right person and logged, so your auditors can see exactly who did what, and when.

Vendor & customer masters in one place

AP, AR and month-end close together in a single view, connected to your ERP.

AI-native from the first document

Reads every line item and memo, learns your patterns and posts routine items under rules you approve.

Role-based access & approvals

Permissions by entity and role, approval limits and segregation of duties enforced on every posting.

Complete audit trail, built in

Every action, line item, assignment and approval is tracked from day one.

SOC 2 Type II

ISO 27001

GDPR

CCPA

256-bit encryption

Flexible deployment

Visit the Trust Center

06 / Where Neoflo fits

Sitting in the gap nobody else fills.

Sitting in the gap nobody else fills.

Sitting in the gap nobody else fills.

Software you still have to run, outsourcers that add people, or AI you build yourself. Neoflo is AI-native, run for you, on your systems, with someone accountable for the result.

Software you run

Automation tools your team operates. Your team still owns the work, the exceptions and the risk.

AI-native

Run for you

On your systems

Accountable for the result

Outsourcers

People doing the work offshore. Lots of people, little AI and no guaranteed result.

AI-native

Run for you

On your systems

Accountable for the result

Do-it-yourself AI

Your team prompting general AI tools. No integration, controls or audit trail.

AI-native

Run for you

On your systems

Accountable for the result

The model we built

Neoflo

An AI-native platform plus expert accountants who run your finance and stand behind the result.

AI-native

Run for you

On your systems

Accountable for the result

07 / How we work

Accountable autonomy.

Accountable autonomy.

Accountable autonomy.

Step 01

AI runs the routine

Routine items are read, matched and posted under rules you approve, on the systems you already use.

Step 02

Accountants review every exception

Our expert accountants resolve every exception, make the judgment calls and sign off before anything reaches your ledger.

Step 03

We stand behind the result

A named accountant answers for the work. You get finished, audit-ready results, not another tool to run.

Low-risk start

See how Neoflo works with your own data.

Start with 40 of your own invoices.

Start with 40 of your own invoices.

Watch it run on your real documents and your own systems, before you commit to anything.

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