Manual Finance to
Managed Finance

Manual Finance to
Managed Finance

See how teams like yours cut manual work, improved cash, and shortened close once Neoflo took over AP, AR, and close operations

See how teams like yours cut manual work, improved cash, and shortened close once Neoflo took over AP, AR, and close operations

US Insurance Company with 50M Customers

80%

Reduction in Training Time

30%

Increase in Sales Conversion

<7s

Answer Retrieval Time

Instant Answers

Across 8 commercial lines - coverage terms, exclusions & pricing logic

Client to Product Match

Matched customer profiles to correct company offering plan

Closing Pitches

Custom pitches generated for each client to close deal

Custom pitches generated for each client to close deal

Fast Agent Deployment

Took less than 60 days from first meet to deployment

India’s Fastest Growing Wealth Manager

98%

Data Accuracy

50%

Time Savings on Research

<1 hr

Research & Report Generation

Research Generation

AI synthesizes sources into client-ready reports in minutes

Information Retrieval

Natural language search returns cited answers in seconds

Voice Transcription

AI synthesizes sources into client-ready reports in minutes

Workflow Integration

Client calls auto-structured into notes, halving daily effort

South East Asian Fashion E-Commerce Giant

6000+

Invoices Processed / Month

6

Countries & Tax Logic

95%

Processed Automatically

Extract & Process

AI parses invoices across formats, languages, and countries

Validate & Match

Three-way matching with tolerances, exceptions, and continuous learning

Review & Approve

Maker-checker workflow with full audit trail built in

Post & Close

Direct SAP posting, auto ticket updates, model improves continuously

Focus on Growth.

We'll Handle Your F&A Processes

Focus on Growth.

We'll Handle Your F&A Processes