Knowledge Management
Teams scatter strategy across wikis, decks, and inboxes. Neoflo connects your documents and financial data from inboxes, ERPs, chats, and PDFs into one continuously updated source of truth you can talk to.
Results
Numbers from finance teams running Neoflo in production. Measured, not projected.
Faster AI search
Faster exception handling
Why it matters
Finance teams face two major issues: scattered documents and AI hallucinations. Solving them takes versioning, storage, and validation with real data.
Neoflo runs a pipeline for data capture, storage, taxonomy, and validation, so you always work from the latest version of your finances, grounded in real data.
How it works
01
Ingests From All Your Tools
Financial data from your existing systems, including invoices, payments, POs, GRNs, GL codes, vendors, and clients. Ingestion runs automatically in daily batches, so Neoflo keeps learning about your company and its operations.
02
Connected in a Knowledge Graph
Ingested data from AP inboxes, ERPs, chats, and PDFs is broken into key entities and events: vendors, invoices, approvals, payments, contracts. By linking these into a unified knowledge graph, Neoflo creates a finance brain, a connected map of your operations that is always ready for search, analytics, and AI workflows.
03
Embedded into a Vector Database
On top of the knowledge graph, Neoflo builds a semantic layer using vector embeddings. Each vendor, invoice, approval, and note is encoded into a numerical fingerprint that captures its meaning. This turns messy, multi-source data into a fast, semantic retrieval engine where AI can find the right facts in a single query.
04
Made for Accurate Chats
Neoflo turns your finance stack into a conversational surface. Instead of hunting across ERPs, inboxes, and folders, you simply ask “who are our top overdue customers?” or “find contracts mentioning auto-renewal”. Neoflo interprets, searches, and returns grounded answers with links back to the underlying records.
Accuracy
Typical RAG models solve for data ingestion but struggle with finer daily operational issues. We have solved for the complexities of lived finance operations.
Actively Eliminates Hallucinations
Grounds every answer in your own documents, with citations and a full audit trail.
Knows Latest Versions of Plans
Supersedes old context automatically, so you work from the current source of truth, not last quarter’s deck.
Actively Cleans Up Data
Different billing formats are all standardized within our knowledge graph, so you are always querying the right data.
Low-risk start
Watch it run on your real documents and your own systems, before you commit to anything.