Controllership in mid-sized companies
AI for controllership and finance at mid-sized companies
AI that closes the month faster, flags discrepancies before the meeting and projects cash and margin, with the source of every number.
The close is not late for lack of systems. It is late for lack of context.
The company has an ERP, spreadsheets and reports. What eats up the days of the close is something else: checking whether the numbers agree with each other and finding out why they do not.
Is revenue with or without returns? Does the period close on the 25th or on the last business day? Is an active customer someone who bought in the last 90 days or the last 12 months? Those answers live in the controller's head, not in a table. An AI that does not know these rules delivers a number different from yours, with full confidence.
Omnis learns the company's definitions before answering. That is why its number matches the controller's, and comes with the math.
What AI does in controllership
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01
Automatic reconciliation
Omnis cross-checks the sources, separates what matches from what does not and shows the difference along with the likely cause. The team starts with the exception, not with the checking.
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02
Margin by product and by customer
Margin calculated with the company's allocation rules, broken down by product, customer, channel or branch. Every line shows where it came from.
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03
Cash forecast
Inflows and outflows projected from what is already in the systems, with the assumptions in plain sight for the team to adjust.
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04
An explanation for every variance
Why margin fell, why expenses rose, what changed against the budget. The explanation arrives ready for management, the board and the banks, with the source alongside.
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05
Management questions, answered on the spot
"How much did we invoice this quarter?" stops being a report request. The answer comes on the web, on WhatsApp or on Teams, with the period and the rule applied.
An example of why the rule matters
Question: "what was the revenue for the quarter?" (sample figures)
AI alone: R$ 91,204.80. It added up everything in the table.
With Omnis: R$ 82,329.60. No returns, closing on the 25th, with the source cited.
The gap is R$ 8,875.20 in one quarter. And the first number did not look wrong.
Control for audit and for management
Limits by area. Sales does not see payroll, and one branch does not see another's results. The rule is enforced in the query.
Personal data protected. Sensitive fields stay out of the query.
Human approval before acting. A posting, a delivery or a change only happens after a click from someone with authority.
A receipt for every access. Who queried, what and for what purpose, in a trail that cannot be edited.
Where to start
With the AI Diagnostic: in 2 to 4 weeks, we map the close and the reports with the business areas, pick the three use cases with the clearest return and deliver the roadmap. Fixed price.
Then an engineer and a strategist from Data Omnis put the first case into production in weeks, with the success metric defined before starting: hours given back, errors avoided, faster decisions.
Frequently asked questions
Do I need to change ERPs or organize all the data first?
No. Omnis connects to what the company already uses: ERP, databases, spreadsheets and documents. The diagnostic shows what can be used right away.
Does the AI make postings on its own?
No. The agent prepares the whole action and stops. An authorized person approves, and there is a record of who approved, what and when.
How do I know the number is right?
Every answer shows the source, the rule applied and the period. If the company's definition changes, the change is recorded with a date and an owner.
Want to close the month with the math for every number at hand?
Start with the diagnostic: in 2 to 4 weeks you leave with the three use cases, the expected return of each one and the deployment roadmap.