Mid-Market Finance Teams

Scale finance operations without the manual work

Supercharge your Accounts Payable, Receivable and Booking Operations with our team of AI agents and Forward Deployed Accountants. Accurate, on-time, and in your control.

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Full Managed Service

Backed By

Backed By

Notable Mentions

Notable Mentions

Real Results. From Real Businesses

Teams have got their time back, costs down and EBITDA up with Neoflo

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Faster AP Cycle
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DSO Reduction
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Faster Month Close

One platform
One source of truth

From first invoice to final close, Neoflo runs the whole cycle
Payables, Receivables & Book Close in one place

Every invoice, receipt and journal entry lives in one ERP-connected workspace your whole team sees.

Payables, Receivables & Book Close in one place

Every invoice, receipt and journal entry lives in one ERP-connected workspace your whole team sees.

AI native. Accurate from the first document

Neoflo's AI knows every line item & memo. Learns patterns and makes suggestions.

AI native. Accurate from the first document

Neoflo's AI knows every line item & memo. Learns patterns and makes suggestions.

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 from day one

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

Complete Audit Trail Built in from day one

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

Stop processing. Start running finance.

Designed so every solution removes a manual burden and converts it into time, visibility and control.

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Analytics & reporting

Real-time visibility into your financial position.

Live dashboards on invoices, payables, receivables and cash flow, the insight a CFO needs to decide, without waiting for month-end or questioning the numbers.

Invoice Processing

Every financial document, every channel. All in one place.

Neoflo captures invoices, delivery notes, orders, credit notes and statements automatically from any source: email, portal, upload, PDF, API, EDI, e‑invoice... with no missed documents and manual routing.

Auto GL Coding

Your accounting logic, 
applied automatically.

It learns your accounting logic and automatically assigns every transaction to the right account codes, cost centres and dimensions. No manual intervention, no coding errors.

3-Way matching

Line-item matching. Every discrepancy caught and closed.

Invoice, PO and goods receipt matched line by line. Neoflo resolves discrepancies automatically, so only clean data enters your ERP.

Approval workflows

Stop chasing approvals.
Start closing invoices.

Customizable approval workflows by amount, supplier or department, each approver gets exactly what they need, no bottlenecks, no chasing.

Payments & Banking

From approval to payment.

Connect your bank and manage payments directly from Neoflo. Banking and accounting always in sync, with full traceability and zero manual work between approval and payment.

Supplier & customer portal

Suppliers handle their own invoices so your team stays focused.

Invoice submission, payment status, and query resolution, all without contacting your team. Fewer emails, fewer calls, more focus on work that actually creates value.

Your AI Finance Stack

Your AI Finance Stack

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.

AI Agents for Every Operation

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

Highest Accuracy with our Proprietary Models

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

Alerts for Fraud and Anomalies

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.

AI Agents for Every Operation

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

Highest Accuracy with our Proprietary Models

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

Alerts for Fraud and Anomalies

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

2 Ways to Scale your Finance Ops

2 Ways to Scale your Finance Ops

Neoflo AI Platform

Your team runs the process. Neoflo's software automates the work.

AI-powered AP, AR & Book Close

Real-time cash visibility

Audit-ready ledger

Managed service

Our team runs business operations for you, with outcome based SLAs.

Everything in AI Platform

Humans in the loop for disputes and escalations

Forward Deployed Accountants

The AI & Human Model

20+ years of experience in Frontier AI. Our models are built for finance & beat other state-of-the-art models on financial data. It frontloads processing tasks to AI, actively sieving items that need to be sent for human review, pushing accuracy and speeds up

Research Papers

Research Papers

Research Papers

Contact Us

Contact Us

AI Handles the
Bulk of tasks

Neoflo auto-lifts financial data from your existing systems, including invoices, payments, POs, GRNs, GL coding etc.Each action has a confidence score. Routine cases, have high confidence and get processed automatically

Touchless processing ramps to over 95% in 8 weeks

Humans Handle Judgement

Ambiguous cases are routed to accountants along with context - vendor or customer details and history, past items etc. This allows the human to focus on disputes, unusual vendors, complex contracts, and approvals where context and relationships matter more than rules

Controls & Audit
Trails by Default

Automatically validate cost, logic and configuration changes during reviews—so nothing unnoticedEach task, action and approval is documented in an audit trail.

Why Neoflo

Neoflo brings together the most formidable team to conquer the drudgery of financial operations. Together, we combine deep finance, AI, and operational expertise to transform how your finance team works

About us

Founder & CEO

Nipun Mehra

Nipun Mehra

Our CEO, Nipun Mehra, founded and scaled Ula into a $250M+ operations-heavy business

Our CEO, Nipun Mehra, founded and scaled Ula into a $250M+ operations-heavy business

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Co-Founder & CTO

Vibhanshu Abhishek

Vibhanshu Abhishek

Our CPTO, Vibhanshu Abhishek, has spent over 15 years teaching and researching AI at Carnegie Mellon and UC Irvine

Our CPTO, Vibhanshu Abhishek, has spent over 15 years teaching and researching AI at Carnegie Mellon and UC Irvine

Linkedin

Co-Founder & CFO

Prithvi Rajaram

Prithvi Rajaram

Our CFO, Prithvi Rajaram, has led finance functions for more than two decades

Our CFO, Prithvi Rajaram, has led finance functions for more than two decades

Linkedin

Neoflo vs Old Ways

With us, work is posted back to you, close lands on time, cash is applied — the mess stays with us, not your team

Contact Us

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BPOs
RPAs
Software Solutions

Standard AI Models

Clear pass, warning, and failure states help teams act fast without digging into logs.

BPOs

Every deployment is checked for configuration, licenses, and quality issues before it goes live.

RPAs
Software Solutions
Standard AI Models
BPOs
RPAs
Software Solutions
Standard AI Models

Enterprise Grade Security & Infrastructure

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Read More

CCPA

California consumer data privacy compliance.

VPC / SaaS

Private-cloud (VPC) or managed SaaS deployment options.

GDPR

EU data protection compliance built in from the start

ISO 27001

International standard for information security management.

SOC 2 Type II

Independent audit of security, availability & confidentiality controls.

256 Bit Encryption

Advanced encryption standards to protect sensitive data

Connect Seamlessly With All The Tools You Already Use

We don't ask you to change your system. Neoflo integrates bi-directionally with every ERP and teams communications tool

Questions? We’ve Got Answers.

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

Contact Us

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?

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

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 certified and ISO 27001 aligned, 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, and SOC 2 Type II compliance plus 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?

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

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 certified and ISO 27001 aligned, 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, and SOC 2 Type II compliance plus 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

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