AI Finance & CRM
One intelligent platform for your money and your customer relationships.
Overview
AI Finance & CRM brings finance operations and customer relationships together on a single Azure-based platform. Instead of reconciling spreadsheets and chasing updates across systems, your team works from one live picture of cash, customers and pipeline — with AI handling the routine and flagging what needs attention.
Key capabilities
- Automated invoicing & reconciliationInvoices, receipts and bank feeds matched automatically; exceptions routed to the right person.
- Cash-flow & revenue forecastingRolling forecasts that learn from your actual payment patterns and seasonality.
- Customer 360° viewEvery interaction, order and ticket in one profile, with AI-generated summaries.
- Lead & account scoringPrioritise the opportunities most likely to close — and the accounts most at risk.
- Churn prediction & next-best-actionEarly warning on at-risk customers with recommended follow-ups.
- Natural-language reportingAsk "what was our DSO last quarter?" and get the answer — with the chart.
Who it's for
- Finance teams that want to close the books faster with fewer manual checks.
- Sales teams that need one view of the customer across finance and service.
- Management that wants a reliable forward view of cash and revenue.
What you gain
- Faster month-end close with fewer errors.
- Earlier visibility of cash and revenue risks.
- Higher retention through timely, well-informed follow-up.
Built on Microsoft Azure
Where we apply it
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Learn moreReady to Become AI-Native?
Tell us about your business challenge. We'll show you what Azure AI can do for it — concretely, and fast.