Palo Alto

Private Tables for CFOs & Finance Leaders

The CFO Table

Conversations on finance workflows in the age of AI

Curated Conversations on finance in the age of AI

Finance That Drives the Business, Not Records It

Neoflo is the AI-native finance partner for mid-market and enterprise. Our AI and expert accountants run your AP, AR and close, and we stand behind the result.

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SAP
Microsoft Dynamics 365
HubSpot
NetSuite
Sage Intacct
Sage
Salesforce

Backed By

Notable Mentions

Results We Stand Behind

Measured at a live client: a Southeast Asian fashion e-commerce group, posting straight to SAP. We agree the results that matter with each client and stand behind them.

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Invoices Processed a Month
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Processed Automatically
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Countries & Tax Regimes

The AI Platform Behind the Work

The AI Platform Behind the Work

Neo - Your Finance Chief of Staff

Your important tasks surfaced and contextualized just for you and your role. Neoflo resolves most tasks and highlights only what concerns you along with context.

Chat With All Your Docs

Chat directly with all your sources of information and get responses based on data cited in ERP, CRM and emails.

Agents for Each Operation

Agents trained for accurate extraction, payment matching, fraud detection and conflict resolution.

Highest Model Accuracy

AI models trained on financial data, giving highest accuracy in class at 1/50th the cost.

Fraud & Anomaly Alerts

Neoflo tracks patterns in vendor and customer behaviours, calling out anomalies proactively.

Neo - Your Finance Chief of Staff

Your important tasks surfaced and contextualized just for you and your role. Neoflo resolves most tasks and highlights only what concerns you along with context.

Chat With All Your Docs

Chat directly with all your sources of information and get responses based on data cited in ERP, CRM and emails.

Agents for Each Operation

Agents trained for accurate extraction, payment matching, fraud detection and conflict resolution.

Highest Model Accuracy

AI models trained on financial data, giving highest accuracy in class at 1/50th the cost.

Fraud & Anomaly Alerts

Neoflo tracks patterns in vendor and customer behaviours, calling out anomalies proactively.

From Payables to the Close, and the Analysis Behind It

Procure to Pay

Touchless invoice processing

PO & GRN auto-matching

Approvals routed automatically

Real-time cash visibility

Order to Cash

Lower DSO, faster collections

1:1 & 1:many payment matching

Automated dunning & follow-ups

Cash applied in your ERP

Record to Report

Daily bank & GL reconciliation

Accruals drafted automatically

Flux analysis on tap

Month-ends that close faster

Knowledge Management

Ingests from all your tools

One knowledge graph, one truth

Cited, audit-ready answers

Always-current source of truth

On Your Systems, Under Your Controls

Vendor & Customer Masters in One Place

AP, AR, and month-end close, together in a single view, connected to your ERP

Vendor & Customer Masters in One Place

AP, AR, and month-end close, together in a single view, connected to your ERP

AI-Native From the First Document

Neoflo's AI reads every line item and memo, learns your patterns and posts routine items under rules you approve.

AI-Native From the First Document

Neoflo's AI reads every line item and memo, learns your patterns and posts routine items under rules you approve.

ERP & CRM integration from day one

Native connectors for all major ERPs and comms tools. No ERP changes, no IT projects.

ERP & CRM integration from day one

Native connectors for all major ERPs and comms tools. No ERP changes, no IT projects.

Complete Audit Trail, Built In

Neoflo tracks every action, line item, assignment and approval. Audit trail built in from day one.

Complete Audit Trail, Built In

Neoflo tracks every action, line item, assignment and approval. Audit trail built in from day one.

AI Does the Work. Accountants Handle the Exceptions.

Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team

Book Demo

AI Does the Work. Accountants Handle the Exceptions.

Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team

Book Demo

AI Does the Work. Accountants Handle the Exceptions.

Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team

Book Demo

Two Ways to Work With Neoflo

Two Ways to Work With Neoflo

Neoflo AI Platform

Pre-built integrations for automating AP, AR and Close tasks. Exceptions routed to your team to handle.

AI-powered AP, AR & Book Close

Real-time cash visibility

Audit-ready ledger

Platform + Dedicated Accountants

Dedicated accountants who handle all escalations and exceptions freeing up your team

Everything in AI Platform

Humans in the loop for disputes and escalations

Forward Deployed Accountants

Neoflo AI Platform

Pre-built integrations for automating AP, AR and Close tasks. Exceptions routed to your team to handle.

AI-powered AP, AR & Book Close

Real-time cash visibility

Audit-ready ledger

Platform + Dedicated Accountants

Dedicated accountants who handle all escalations and exceptions freeing up your team

Everything in AI Platform

Humans in the loop for disputes and escalations

Forward Deployed Accountants

Runs on the Systems You Already Use

Nothing to rip out. Neoflo connects both ways with your ERP and the tools your team already works in.

Your Data, Secured

Our Policy

Our Policy

CCPA

California consumer data privacy compliance.

Deployment Options

Options for stricter environments. Your data stays yours.

GDPR

EU data protection compliance built in from the start

ISO 27001

Aligned to the international standard for information security management.

SOC 2 Type II

Independent examination of security, availability & confidentiality controls.

256 Bit Encryption

Advanced encryption standards to protect sensitive data

Questions? We’ve Got Answers.

Still have questions? Contact us and we’ll help you out.

Book Demo

01

What does Neoflo do?

We run finance operations end-to-end — accounts payable, accounts receivable, reconciliation, and month-end close — handled by our team using agentic AI and human specialists. You hand us a process, we run it with SLA-backed commitments. You get outcomes (invoices processed, reconciliations done, close completed), not tools or licenses to manage

02

How is Neoflo different from a traditional BPO?

Software automates routine tasks like invoice capture, matching, and routing. But exceptions, broken workflows, vendor disputes, and everything that falls outside the rules still land on your team. Most companies end up hiring 2–3 FTEs just to manage the tool, and then have to worry about attrition and career growth. Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem. Do I need IT support or a big integration project to get started?  No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1

03

How is Neoflo different from AP automation software?

Most software handle routine automation cases. Neoflo does that too with its proprietary models covering over 90% of your scenarios. However, when exceptions land, instead of handing them to your team, Neoflo handles it for you with forward deployed accountants. This frees up your team to grow as Neoflo handles your financial operations.

04

How does AI work and how are mistakes handled?

Our platform uses agentic AI — purpose-built, proprietary models that extract, classify, match, and reason across documents at machine speed. We use a mix of foundation models (including proprietary document processing) tuned for tasks such as invoice extraction, 3-way matching, and transaction reconciliation. Every output is confidence-scored. High-confidence results process autonomously; low-confidence results are routed to human specialists who validate, correct, and feed their decisions back into the system so the AI learns from every correction. The result is 95%+ touchless processing with 99%+ accuracy on verified outputs. SLAs are risk-protected: if we miss them, you don’t pay full price

05

Do I need IT support or a big integration to get started?

No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1

06

How do you handle data security?

SOC 2 Type II and ISO 27001 certified, with GDPR and CCPA compliance. We use TLS 1.2+ in transit and AES-256 at rest, tokenize PII at ingest, and enforce role-based access with MFA. There are data residency options (US, EU, APAC, or on-prem), complete audit trails retained for 7+ years, regular penetration testing, and 24-hour incident notification with forensics. Client data is never monetized, subprocessors are fully disclosed, and we process only what’s needed. Sample data is deleted if you choose not to proceed after a pilot

07

How does pricing works?

You pay per successfully processed unit — per invoice, per document. Not per seat, not per hour. You start with a pilot, measure the ROI, and scale from there

08

What makes Neoflo different from other providers?

Five things set Neoflo apart: 1. Built for human-assurance workflows. Finance operations can’t tolerate errors. The system is designed so AI handles volume and human specialists verify low-confidence cases, with every decision traceable. 2. Outcome-based, volume-linked pricing where you pay for output, not effort, and SLAs are built in from day one. 3. Enterprise-ready from the start, with support for major ERPs like SAP, NetSuite, and Oracle, SOC 2 Type II and ISO 27001 certification, and full auditability. 4. Expert leadership combining deep AI credentials with real-world finance and operations experience (ex-BCG, ex-KPMG, PhDs in AI). 5. Fast time-to-live: production in around 4 weeks, starting with a pilot on a single process so you see ROI before expanding

01

What does Neoflo do?

We run finance operations end-to-end — accounts payable, accounts receivable, reconciliation, and month-end close — handled by our team using agentic AI and human specialists. You hand us a process, we run it with SLA-backed commitments. You get outcomes (invoices processed, reconciliations done, close completed), not tools or licenses to manage

02

How is Neoflo different from a traditional BPO?

Software automates routine tasks like invoice capture, matching, and routing. But exceptions, broken workflows, vendor disputes, and everything that falls outside the rules still land on your team. Most companies end up hiring 2–3 FTEs just to manage the tool, and then have to worry about attrition and career growth. Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem. Do I need IT support or a big integration project to get started?  No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1

03

How is Neoflo different from AP automation software?

Most software handle routine automation cases. Neoflo does that too with its proprietary models covering over 90% of your scenarios. However, when exceptions land, instead of handing them to your team, Neoflo handles it for you with forward deployed accountants. This frees up your team to grow as Neoflo handles your financial operations.

04

How does AI work and how are mistakes handled?

Our platform uses agentic AI — purpose-built, proprietary models that extract, classify, match, and reason across documents at machine speed. We use a mix of foundation models (including proprietary document processing) tuned for tasks such as invoice extraction, 3-way matching, and transaction reconciliation. Every output is confidence-scored. High-confidence results process autonomously; low-confidence results are routed to human specialists who validate, correct, and feed their decisions back into the system so the AI learns from every correction. The result is 95%+ touchless processing with 99%+ accuracy on verified outputs. SLAs are risk-protected: if we miss them, you don’t pay full price

05

Do I need IT support or a big integration to get started?

No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1

06

How do you handle data security?

SOC 2 Type II and ISO 27001 certified, with GDPR and CCPA compliance. We use TLS 1.2+ in transit and AES-256 at rest, tokenize PII at ingest, and enforce role-based access with MFA. There are data residency options (US, EU, APAC, or on-prem), complete audit trails retained for 7+ years, regular penetration testing, and 24-hour incident notification with forensics. Client data is never monetized, subprocessors are fully disclosed, and we process only what’s needed. Sample data is deleted if you choose not to proceed after a pilot

07

How does pricing works?

You pay per successfully processed unit — per invoice, per document. Not per seat, not per hour. You start with a pilot, measure the ROI, and scale from there

08

What makes Neoflo different from other providers?

Five things set Neoflo apart: 1. Built for human-assurance workflows. Finance operations can’t tolerate errors. The system is designed so AI handles volume and human specialists verify low-confidence cases, with every decision traceable. 2. Outcome-based, volume-linked pricing where you pay for output, not effort, and SLAs are built in from day one. 3. Enterprise-ready from the start, with support for major ERPs like SAP, NetSuite, and Oracle, SOC 2 Type II and ISO 27001 certification, and full auditability. 4. Expert leadership combining deep AI credentials with real-world finance and operations experience (ex-BCG, ex-KPMG, PhDs in AI). 5. Fast time-to-live: production in around 4 weeks, starting with a pilot on a single process so you see ROI before expanding

Finance Is Holding Back Growth

As companies grow, finance can’t keep up: the close drags, cash arrives late or leaks away, and leaders decide on last month’s numbers. AI makes a different model possible, but only if someone makes it work and answers for the result.

Talent Is the #1 Risk CFOs Name

Teams are stretched, buried in manual work and hard to hire for. Source: Protiviti and NC State, Executive Perspectives on Top Risks, CFO view.

86% Have Seen AI Get the Data Wrong

Finance teams that have hit inaccurate or hallucinated AI output. They want a partner they can hold responsible. Source: Wakefield Research, via CFO Dive.

96% Work With an Outside Finance Partner

Investor-backed CFOs using a finance and accounting firm, up from 79% a year earlier. Source: Consero Global, 2025 CFO Report.

One Partner, Three Conversations

Built for mid-market and enterprise companies in the US and UK, across wholesale and distribution, trading, manufacturing, brands, retail, hospitality and financial services.

For the CEO & CFO

Reimagine your finance function with AI, without the risk of errors, data exposure or losing control. AI does the work and a named person answers for the result.

For the Controller & Finance Team

The daily work done accurately on the systems you already use. AI handles the routine, our accountants check every exception, and your team gets time back for planning and analysis.

For the CIO & CTO

Secure, controlled and running on your existing systems. Nothing to rip out, a full audit trail, and your data stays yours.

Where Neoflo Fits

Software you still have to run, outsourcers that add people, or AI you build yourself. Neoflo sits in the gap: AI-native, run for you, on your systems, with someone accountable for the result.

Software You Run

Automation tools your team operates. Your team still owns the work, the exceptions and the risk.

Outsourcers

People doing the work offshore. Lots of people, little AI and no guaranteed result.

Do-It-Yourself AI

Your team prompting ChatGPT, Claude or Copilot. No integration, controls or audit trail, and no one accountable for the number.

Neoflo

An AI-native platform plus expert accountants who run your finance for you, on your systems, and stand behind the result.

How We Work: Accountable Autonomy

AI Runs the Routine

Routine items are read, matched and posted under rules you approve, on the systems you already use.

Accountants Review Every Exception

Our expert accountants resolve every exception, make the judgment calls and sign off before anything reaches your ledger.

We Stand Behind the Result

A named accountant answers for the work. You get finished, audit-ready results, not another tool to run.

Start With 40 of Your Own Invoices

Test Us on 40 Invoices

Vendor & Customer Masters in One Place

AP, AR, and month-end close, together in a single view, connected to your ERP

AI-Native From the First Document

Neoflo's AI reads every line item and memo, learns your patterns and posts routine items under rules you approve.

ERP & CRM integration from day one

Native connectors for all major ERPs and comms tools. No ERP changes, no IT projects.

Focus on Growth.

We'll Handle Your F&A Processes

Book a Demo

Focus on Growth.

We'll Handle Your F&A Processes

Book a Demo