AI & Automation

Supercharge finance processes by leveraging AI to enhance insights, improve efficiency, and reduce paperwork.

Why AI & Automation Matter

Why Ai & Automation Matter

Finance teams handle high-volume, time-sensitive work — invoice processing, ledger entries, reconciliations, vendor payments, payroll runs, and statutory filings. Manual handling slows workflows and increases errors that impact compliance and reporting accuracy. AI automates these repetitive operations with precision, ensuring reliable numbers and faster closing cycles. Sample AI Workflow: An invoice lands in your email → AI extracts vendor, amount, and GST details → matches it to the PO → checks approval limits → pushes it automatically into your accounting software → schedules the payment. Zero manual touch.

Companies can't rely on weekly MIS or month-end reports to understand financial health. AI connects accounting, payroll, banking, CRM, inventory, and operations systems to provide live dashboards for cash flow, receivables, liabilities, stock movement, burn rate, and risk indicators. Sample AI Workflow: AI monitors your receivables in real time → identifies overdue invoices → analyses customer payment behaviour → predicts who is likely to default → automatically sends reminders → updates the CFO dashboard with predicted cash flow impact.

Regulators expect accuracy, transparency, and timely filings. AI strengthens governance by validating entries, flagging anomalies, matching invoices to POs, identifying duplicate entries, monitoring compliance calendars, and generating audit-ready logs. Sample AI Workflow: AI scans all daily transactions → flags unusual entries (duplicate invoices, unusual vendor payments, misclassified expenses) → cross-checks GST/TDS rules → alerts finance + auto-suggests corrections → logs this in an audit trail.

Most finance teams spend 60–80% of their time on execution: data entry, reconciliations, MIS preparation, follow-ups, vendor management, or compiling reports. AI takes over this repetitive workload, allowing teams to move into budgeting, forecasting, scenario analysis, investor reporting, and strategic insights. Sample AI Workflow: AI pulls data from accounting, CRM, and inventory → generates daily MIS + trend charts → compares performance against targets → drafts a summary for the CFO → highlights actions needed. The team can now spend time on planning, not compiling.

What We Offer

We design and implement AI-powered automation systems that eliminate manual tasks, reduce errors, and accelerate finance operations. From invoice processing to cash flow forecasting, our solutions use cutting-edge AI, OCR, and intelligent workflow automation to transform how finance teams work. Whether you need to automate repetitive tasks, build intelligent bots, or implement RAG-based document systems, we bring the right technology stack and deep process understanding to deliver measurable results.

Human interface

Natural human interface for business operations

Data Extraction

Extract data from any document instantly

Workflow Automation

End-to-end process automation

Data visualization

Real time visibility, insights for action, and improvement

Our AI Automation Solutions

Intelligent systems that transform finance operations

Document processing

Process documents and extract vital information for further decision making

Features AI-powered invoice data extraction Automatic validation and matching Exception handling workflows Integration with accounting systems Reduces processing time by 80%

Search and Match agents

Automate reconciliation tasks with intelligent matching

Features Bank reconciliation automation Intercompany reconciliation Vendor statement matching Automated variance investigation Real-time reconciliation status

Repetitive task handlers

Deploy intelligent agents to handle routine tasks autonomously

Features Expense report processing Purchase order automation Approval workflow management Vendor onboarding automation Compliance monitoring bots

Insight & Visualization

Extract insights from documents and summarize for management use

Features Contract analysis and extraction Policy document Q&A systems Compliance document processing Knowledge base automation Intelligent document search

Real-World AI Applications

Practical AI solutions across finance, education, and banking

Coral Smart F&A

Automatic Invoice & Bill Processing

Automatically extract data from invoices, receipts, and vendor bills—GL codes, tax amounts, due dates—for downstream processing and use in BPM.

Features Reduces manual data entry and speeds up AP cycles by eliminating tedious document handling and ensuring accurate, consistent data capture across all vendor invoices.

Policy Check &

Expense Classification

Classification of expenses, assign correct accounting categories, identifies mismatches, and alerts teams for limit violations, and generate reports.

Features Identifies incorrect receipts, duplicate claims, and overspend automatically, eliminating tedious manual auditing and ensuring compliance with company expense policies.

Cashflow Forecasting Assistant

Uses past payment trends, sales cycles, vendor patterns, and seasonality to accurately forecast cash flow requirements and future liquidity needs.

Features Helps finance teams plan better without heavy Excel modelling by providing short-term and long-term cashflow predictions based on intelligent data analysis.

Reconciliation & Matching

Automatically reconciles bank transactions with accounting records, pending invoices, vendor statements, and credit card data to ensure accuracy.

Features Flags exceptions and creates reconciliation summaries—drastically reducing month-end workload and ensuring accurate financial records across all systems.

Coral Smart Education

Admissions & Enrollment Chatbots

AI chatbots provide instant, round-the-clock responses to applicant queries and guide students through deadlines.

Features Drastically cuts down the admissions team's peak-season workload by handling routine inquiries and providing consistent, accurate information to prospective students.

Automated Student Support Assistants

Virtual assistants answer common questions on timetables, fees, exams, and campus processes.

Features Reduces routine administrative queries and improves student satisfaction by providing instant, accurate answers 24/7 to common student questions.

AI-Based Timetable Assistant

Natural language queries like "Where is my next class?" or "Who is teaching now?" for easier student interface.

Features A simple, low-complexity feature that saves hours of coordination time and helps students navigate their daily schedules effortlessly

AI-Powered Email & Query Classification

Automatic classification, and routing of student, parent emails and queries based on subject.

Features Ensures faster responses, better tracking, and eliminates the manual effort of sorting high volumes of messages, improving overall communication efficiency.

Coral Smart Banking

KYC & Identity Verification

Extract information from documents such as Aadhaar, PAN, passports, and other IDs, and flag discrepancies, mismatches or duplicates.

Features Eliminates multiple layers of manual KYC validation, drastically reducing document verification time and headcount requirements for NBFCs.

Income Document & Statement Analysis

Automatically analyze salary slips, ITRs, and bank statements to extract income patterns and verify employment.

Features Speeds up loan processing by automatically extracting and validating financial data from various document types without manual review.

Process TAT/OTC Audits

Look at structured data such as TAT/OTC informand develop process performance reports on the fly using natural language queries.

Features Removes the need for manual checklist verification and strengthens fraud detection capabilities, ensuring complete and authentic loan documentation.

Data Mining & Customer Behaviour

AI compiles customer, income, employment, and collateral details into an underwriting-ready summary.

Features Speeds approvals and reduces analyst workload by organizing and summarizing all relevant information needed for underwriting decisions.

Our AI Implementation Process

From blueprinting to intelligent evolution — how we bring AI into your workflows

AI Automation Process

We begin by mapping your finance workflows in detail and reshaping them for AI readiness. This includes selecting the right LLMs, designing AI agents, and identifying ideal input and output channels (email, APIs, cloud docs, databases, ERP events, chat interfaces, etc.). We also evaluate token usage, compute requirements, and model cost efficiency to ensure the AI workflow is economically viable compared to human-driven or traditional automated processes. Finally, we assess whether your AI infrastructure should run on cloud-based platforms or a self-hosted environment for better security and performance control.

Once the architecture is set, we build functional prototypes of the AI-driven processes. These prototypes use sample data to test accuracy, response times, hallucination control, OCR output consistency, RAG retrieval precision, and agent behaviour across scenarios. We perform detailed performance tuning — adjusting prompts, refining workflows, calibrating vector stores, and improving integration logic — to make sure the AI system works reliably under real-world conditions.

We deploy the solution in a limited environment with selected users or departments. During this stage, we capture real-world feedback, identify friction points, and refine the workflow design. Once the automation meets performance, stability, and compliance expectations, we push a fully hardened, production-quality rollout. Continuous metrics and monitoring dashboards ensure every workflow remains predictable and measurable in live operations.

Technologies We Use

AI & Machine Learning

OpenAI GPT, Anthropic Claude, Google Gemini, Custom ML models for financial data analysis

Workflow

Automation

n8n, Activepieces, Make.com, Zapier, Custom automation frameworks

OCR & Document Processing

Tesseract, Google Cloud, Mistral, Vision, AWS Textract, Azure Form Recognizer

Integration Frameworks

REST APIs, Webhooks, MCP (Model Context Protocol), Custom middleware

Results We Deliver

60%

Reduced Errors

Increase quality and accuracy rates

20%

Faster Decisions

Reduce time to gather insights

35%

Increased Efficiency

More Productive in Daily Tasks

85%

Automation

Reduce Manual Data Entry

Ready to Automate Your Finance Processes?

Let's build intelligent systems that transform your operations.

Explore AI Solutions

AI & Automation

Supercharge finance processes by leveraging AI to enhance insights, improve efficiency, and reduce paperwork.

Why AI & Automation Matter

1. Finance Operations Need Speed, Accuracy, and Zero Manual Errors

2. Real-Time Financial Visibility Is Now a Competitive Advantage

3. Compliance Demands Are Increasing — AI Reduces Risk and Strengthens Controls

4. AI Frees Finance Teams to Focus on Strategy, Not Manual Work