Knowledge
Management

Knowledge
Management

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

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

KNO Store - Your Knowledge Layer

KNO Store actively solves for two major issues in finance teams. One is distributed and scattered documents, data and versions that could conflict. And secondly, validation of each and every inside surface with real data.

To enable this, we have crafted a pipeline for data capture, storage, correct taxonomy and validation. And only then do we present it to you with citations within your data
Neoflo Agents
AP Inboxes
Invoices
Proof of Delivery
GRNs
Payments
ERP Data

Ingests From All Your Sources

Ingests From All Your Sources

Neoflo lifts financial data from your existing systems, including invoices, payments, POs, GRNs, GL coding etc.

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

Stores Data in a Dedicated Knowledge Graph

Stores Data in a Dedicated 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.

Search history
Invoice reconciliation Q2
Vendor payments pending
AP aging report June
Bank statement import
Suggested
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Accurate, Updated Search For You

Accurate, Updated Search For You

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

…And finance is particularly unforgiving. If the retrieved chunk is “almost right,” you don’t get partial credit, you get a wrong number, a wrong date interpretation, or the wrong entity. That can change decisions.

Solving For the Hidden Issues

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 — no invented facts

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

Always Up to Date

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

We Make
Business Easier

Need a Custom Plan?

We can tailor workflows, limits, and infrastructure to fit your team’s needs.

Need a Custom Plan?

We can tailor workflows, limits, and infrastructure to fit your team’s needs.

Before Neoflo
After Neoflo
Scattered wikis and memos

Orders, contracts, and invoices live in email threads, shared drives, and sales CRMs. AR spends hours piecing the story together before they can even start collections.

Consolidated, up-to-date source of truth

We pull orders, contracts, and invoices into a single customer view — across entities and systems — so AR always sees the full picture.

Latest versions of decks and material buried

Collectors work from ad-hoc Excel lists and inboxes. No single view of who owes what, which promises were made, or what’s truly at risk.

Latest version upfront with notes

Segmented dunning flows, task lists, and reminders keep collectors focused on the highest-impact accounts — with every touch logged in one place.

Context hidden with team, not org

Remittances, bank statements, and advices don’t line up. AR teams manually match payments to invoices and write endless emails to clarify short-pays and deductions.

Tribal knowledge turned to org knowledge

We read bank statements, remittance advices, and payment references, then auto-match to open items. Edge cases and complex splits are handled with structured workflows, not inbox chaos.

Changing compliance & regulations a problem

Remittances, bank statements, and advices don’t line up. AR teams manually match payments to invoices and write endless emails to clarify short-pays and deductions.

All updates folded into query

We read bank statements, remittance advices, and payment references, then auto-match to open items. Edge cases and complex splits are handled with structured workflows, not inbox chaos.

Measurable Gains Within the First 90 Days

Neoflo records every step in each workflow with timestamps, actors, source docs, and decisions

40–60%

Less time spent searching for the latest deck or rebuilding analyses that already exist

3–5×

More reuse of existing playbooks, models, and narratives across teams and markets

80%+

Strategic documents under a single taxonomy with clear ownership & version

Focus on Growth.

We'll Handle Your F&A Processes

Focus on Growth.

We'll Handle Your F&A Processes