Solutions / Finance
Intuidy for Finance
Build the finance system of your dreams.
Take the features you love from every tool you've ever used and combine them into a single custom app built for the way your team actually works. Intuidy AIPI handles the data, the security, and the backend.
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Close faster. See further. Decide better.
Finance teams spend too much time reconciling data from operational systems before they can analyze it. Cash flow, revenue recognition, and variance analysis all depend on data that originates in project management, procurement, and field systems — not in the GL.
With AIPI, you can build a custom financial platform with exactly the modules you need — rolling cash forecasts, real-time cost-to-budget, automated rev rec, and close-checklist workflows — all powered by live data from your existing systems. Your close process, your dashboards, one custom app.
Driving Outcomes
Custom features teams build with Intuidy
“We used to build the cash flow forecast in a spreadsheet every Friday. Now it updates itself from live project and AP/AR data. We just review it.”
Partner
Regional General Contractor — $120M annual revenue, 15+ active projects
Challenge
Cash position was always backward-looking. By the time the weekly spreadsheet was assembled, the numbers were already 3–5 days stale. Cash gaps appeared as surprises.
Solution
Intuidy aggregates contractual milestones, AP/AR data, and procurement commitments from ERP and project management systems into a rolling cash forecast — updated continuously.
Financial Visibility
Cash Flow Visibility
Real-time cash position across entities, projects, and accounts — not what last week's report said.
Cost-to-Budget Tracking
Actual costs vs. budget by project, department, or GL code — updated as transactions post.
Revenue Recognition
Percentage-of-completion, milestone-based, or time-based rev rec calculated from live project data.
Variance Analysis
Automated identification of material variances with drill-down to root cause.
Financial Automation
Invoice Matching
Three-way match of PO, receipt, and invoice — exceptions routed for review automatically.
Period Close Tasks
Checklist, accruals, and reconciliations triggered and tracked through the close cycle.
Expense Routing
Expense reports validated against policy and routed for approval without manual review.
Financial Reporting
Management reports generated from live data on schedule — no manual compilation.
Intercompany Entries
Cross-entity transactions posted and balanced automatically.
Audit Trail
Every data movement logged and traceable from source system to financial statement.
Start Building
Describe the app your team actually needs. Our engineers will map it, connect your data, and help you ship it — in weeks, not quarters.