Solution
For CFOs, controllers, and shared-services leaders: nine deployable document-automation solutions for finance work, each cited to source and reviewed by your team before anything posts.
The problem
Invoices, leases, filings, and statements arrive unstructured, so controllers and analysts spend their days moving numbers between documents and systems.
The close stalls on whatever has not been keyed yet, and overtime substitutes for automation every single period.
When auditors sample a figure, tracing it back to its source document means archaeology across inboxes and shared drives.
The product, not a promise
How it works
Choose the pre-built solution that matches the workflow — invoices, leases, filings, spreads.
Point it at your documents: email inboxes, drives, scanners, or existing systems.
Agents classify, extract, and validate — flagging anything below confidence for review.
Your team approves flagged items; every value stays one click from its source.
Clean, cited data flows into your ERP, loan systems, or reporting stack.
Who it's for
Controller
CFO / shared-services leader
IT & internal audit
Finance and accounts teams run on documents that never stop arriving: invoices, lease agreements, company filings, plan documents, financial statements. Most of it is unstructured, which is why so much of the function is still skilled people rekeying numbers. Botminds automates the document work and keeps your team on the judgment calls.
Each one arrives knowing its documents and its job:
Beyond the pre-built set, the same platform handles adjacent work — KYC/AML due diligence, claims and policy documents, regulatory compliance monitoring, and research summarization.
Every solution runs on the same foundation: a no-code platform with generative AI at the core, deployable in private cloud or on-premises, certified to ISO 27001 and SOC 2. Every extracted value traces to its source document, and outputs the platform is less confident about route to a human before they post. Month-end stops waiting on keying, audit samples resolve in a click, and your controllers spend their time reviewing — which is what a finance team is for.
Objections, answered
Every extracted value stays one click from the document it came from, and anything below confidence is held for a named reviewer before it posts. Trust is checked per value, and the check takes seconds.
They stay yours. Each solution maps documents into your templates and coding rules, and outputs post to your ERP, loan systems, or reporting stack through your existing approval flows. Configuration is no-code, so finance maintains it.
The platform deploys in your private cloud or on-premises and is certified to ISO 27001 and SOC 2. Every extraction, review decision, and posting lands in the audit trail, so evidence for any figure is a lookup.
These are pre-built solutions — each arrives knowing its documents and its job. Going live is connecting document sources and loading your templates, with your team reviewing outputs from day one.
Pick one workflow and watch it run end to end — capture, extraction, review, posting — on your own documents.
Request a demo