Chat With Your Data

Most teams scatter strategy across wikis, decks & inboxes. Knowledge Management connects & builds one continuously updated source of truth for you to talk to. Documents and financial data across inboxes, ERPs, chats, PDFs etc. all tracked in one place

Neo
Live on your records
Ask about your data…
Every answer cites your ERP and records

Chat With Your Data

Most teams scatter strategy across wikis, decks & inboxes. Knowledge Management connects & builds one continuously updated source of truth for you to talk to. Documents and financial data across inboxes, ERPs, chats, PDFs etc. all tracked in one place

Neo
Live on your records
Ask about your data…
Every answer cites your ERP and records

Real Results. From Real Businesses

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

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Faster AI search results
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Exceptions automated
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Documentation stored in taxonomy

Finananical Knowledge Managed

Two major issues in finance teams. Scattered documents and hallucinations. This includes versioning, storage and validting with real data.
Neo has a pipeline for data capture, storage, taxonomy and validation. Get the latest version of finances with grounding in True Data
Neoflo Agents
AP Inboxes
Invoices
Proof of Delivery
GRNs
Payments
ERP Data

Ingests From All Your Tools

Ingests From All Your Tools

Financial data from your existing systems, including invoices, payments, POs, GRNs, GL codes, vendors and clients

Done automatically and processed in daily batches, Neoflo actively learns about your company and its operations

Connected in a Knowledge Graph

Connected in a Knowledge Graph

Ingested data from AP inboxes, ERPs, chats, PDFs etc. are broken into key entities and events — vendors, invoices, approvals, payments, contracts. By linking these into a unified knowledge graph, Neoflo creates a finance brain: a connected map of your operations that’s always ready for search, analytics, and AI workflows

Embedded into a Vector Database

Embedded into a Vector Database

On top of the knowledge graph, Neoflo builds a semantic layer using vector embeddings. Each vendor, invoice, approval, and note is encoded into a numerical “fingerprint” that captures its meaning.

This turns messy, multi-source data into a fast, semantic retrieval engine where AI can find the right facts in a single query.

Neo
Live on your records
Ask about your data…
Every answer cites your ERP and records

Making for Accurate Chats

Making for Accurate Chats

Neoflo turns your finance stack into a conversational surface.

Instead of hunting across ERPs, inboxes, and folders, you simply ask “who are our top overdue customers?” or “find contracts mentioning auto-renewal” — Neoflo interprets, searches, and returns grounded answers with links back to the underlying records

Retrieve Knowledge Fast

Typical RAG models solve for data ingestion but struggle with finer daily operational issues. We have solved for the complexities of lived finance operations
Actively Eliminates Hallucinations

Grounds every answer in your own documents, with citations and a full audit trail

Actively Eliminates Hallucinations

Grounds every answer in your own documents, with citations and a full audit trail

Knows Latest Versions of Plans

Supersedes old context automatically, so you work from the current source of truth — not last quarter’s deck

Knows Latest Versions of Plans

Supersedes old context automatically, so you work from the current source of truth — not last quarter’s deck

Actively Cleans up Data

Different billing formats are all standardized within our knowledge graph to ensure you are querying the right data

Actively Cleans up Data

Different billing formats are all standardized within our knowledge graph to ensure you are querying the right data

Meridian Hospitality
Meridian Hospitality
Mid-market Hotel Group
80%
Data requests now self-serve
4 min
To a cited answer, from hours
Meridian's finance answers lived in inboxes, shared drives, and last quarter's decks — every question meant a hunt across versions nobody fully trusted.
Neoflo built their knowledge graph and now answers questions directly with citations — 80% of routine data requests are self-serve, and answers land in minutes, grounded in the latest numbers.

Focus on Growth.

We'll Handle Your F&A Processes

Focus on Growth.

We'll Handle Your F&A Processes