Why Finance Leaders Choose Meeru AI
Speed without compromise.
Built for CFOs who demand rapid closes, real-time insight, and airtight compliance—all from a single, intuitive workspace.
Operational Efficiency Boosters
- Automate the Mundane – Offload and automate repetitive, time intensive accounting tasks such as journal reviews and reconciliations.
- Enable High Value Work – Free finance teams to focus on analysis, strategy, and decision support instead of data entry.
- Streamline Governance – Optimize licenses across applications and systems while enforcing compliance with built in auditability.
Strategic Impact
- Empowering accounting teams with a personalized AI-powered Accounting Analyst
- Brings accuracy to finance accounting data
- Reduces the number of steps to close by automating many finance accounting operations
Seamless Finance from Day One
Meeru AI Features
Unlock powerful finance tools today—transform your operations.
Conversational Intelligence
- Conversational Query based GenAI Interface – ask complex finance questions in plain English.
- Conversational Experience – natural dialogue with full context awareness.
- Complex Query Resolution – multi step questions answered in a single chat.
Journal Automation
- Manual Journal View – review and approve entries from one screen.
- Manual Journal Entries Workbench – bulk edit, validate, and post journals faster.
- Prompt Auto Context Switching – jump between entities, periods, or ledgers without re prompting.
Workflow & Task Management
- Task Workbench – assign, track, and complete close tasks without spreadsheets.
- SOX Checklist Workbench – built in controls and evidence capture for compliance.
- Unified P2P Visibility – single view for access, approvals, and standardisation across procure to pay.
Reconciliation & Data Integrity
- Template based Data Retrieval – pull reconciliation data on demand from any source.
- Financial Data Model Drill Down – trace every figure from statements to transactions.
- Account Balances & Activity Notifications – real time alerts when accounts drift.
Visualisation & Insights
- Advanced Data Visualisations – interactive charts for faster variance analysis.
- Prompt History – one click access to prior queries, answers, and audit context.
Finance in Action
Business Outcomes at a Glance
Explore the use cases where finance teams feel the impact first. Each pairs a real world challenge with Meeru AI’s targeted fix.
Reduction in
Time to Close
Challenge: Time and human capital involved in extracting, normalizing, and reconciling data from disparate systems.
Solution: Meeru AI collates data from disparate systems and workflows, enabling automation of repetitive month end workflows.
Reduction in Ticket
Volume & Inquiries
Challenge: Multiple service desks and channels for finance inquiries.
Solution: Natural language interface allows non technical users to easily query for status of invoices and payments.
Better Allocation
of Licenses
Challenge: Proliferation of read only application licenses for self serve reporting and inquiry.
Solution: Wide range of finance querying capabilities with built in analytics.
Simplified Executive
Reporting
Challenge: Customization of financial reports is time consuming and requires IT involvement.
Solution: Access key accounting data and finance metrics using natural language.
Consolidated Financial
Data Lineage
Challenge: Hard to get a consolidated drill down view of key financial reports across multiple organizational entities.
Solution: Capability to view consolidated financials, compare different periods, and drill down into individual transactions.
Minimize Errors
through Automation
Challenge: Performing repetitive, data intensive workflows is error prone.
Solution: Automation and continuous data tests proactively surface issues.
How Meeru AI Works
Connect. Model. Ask. Act.
Four streamlined steps transform raw transactions into traceable answers and journal-ready actions—without heavy IT lift.
Connect
Securely link your ERP, sub ledgers, and BI tools.
Ingest & index
Transactions are structured in a finance ready data model.
Ask
The GenAI engine interprets context and returns source linked answers.
Act
Approve journals, tick tasks, or drill into details—right inside the chat.
Meeru AI Architecture
Modular by design, future-ready at launch.
A three-layer stack delivers immediate value today and scales effortlessly tomorrow.
Accounting Common Domain Model (CDM)
Ingests data from ERP, CRM, P2P, FCC, and other business apps, normalising it into a finance-ready structure—your single source of truth.
Intelligent
Service Layer
- Data Access Services – Account activity, consolidated financials, balances, invoicing, aging, payments.
- Guard Rails – PII masking, NSFW filters, prompt-injection controls, off-topic handling.
- Action Services – Notifications, journal entry, task assignment.
Workflow
Services
Reconciliation | Flux Analysis | Data Templates | Subscription | Discover & Triage
FinCoPilot
Applications
Command Center | Auto Workflows | Workbench | Consolidated Financials | JE Management | Administration
End‑to‑End Finance Assurance
Built‑In Governance, Security & Transparency
Every transaction is protected, traceable, and audit‑ready—ensuring compliance and full visibility across your finance processes.
Tool Based Execution Chain
Version controlled, typed, and testable; eliminates black box ambiguity and makes back testing trivial.
Schema Safe Query Engine
LLM never sees raw table names; parameter binding prevents SQL injection and schema leakage.
Enterprise Grade Encryption & Access Control
End to end encryption, row level policies, and full audit logs protect every hop.
Explainable AI
Each answer links directly to source data and formulas.
Immutable Audit Logs
Write once archives satisfy SOX, GAAP, and internal mandates.
High Performance, Finance Specific Context
Narrow domain model cuts latency and compute cost without sacrificing accuracy.
Secured by Design
Every number. Fully traceable. Built in transparency.
Hosted on Customer’s Cloud Infrastructure
Deployed inside your VPC; data never leaves your environment.
Minimal Data Exposure to LLMs
Models receive only metadata and instructions—no raw financial data.
Secure Data Retrieval
Orchestrated workflows and least privilege access keep LLMs away from the database.
Role & Attribute Based Access Control
Fine grained policies gate every view, record, and period.
Built-In Guardrails
PII masking, prompt injection protection, NSFW filtering, and off topic controls.
Governance & Auditability
Complete audit trail of who queried what, when, and why—ensuring compliance and repeatability.
From Idea to Impact
Customer Engagement Roadmap
Your path from first idea to live deployment—six fast steps:
01
Identify Use Cases & Success Metrics
02
Acquire Data & Set Up Sandbox
03
UAT with a Focused User Group
04
Showcase Results & Secure Stakeholder Buy In
05
Lock Scope
& Timeline
06
Roll Out Meeru AI to the Accounting Team
Tangible Wins from Day One
Results You Can Expect
Automate your close, slash costs, and empower your finance team to focus on strategic impact.
Shorter close cycles with fewer manual touches.
Smaller ticket backlog and lower license costs.
Executive reports prepared in hours, not weeks.
Finance talent redeployed to strategy, not data entry.
Schedule a 20-minute live demo—no slides, just product.
Questions? Email contact@meeru.ai and we’ll respond within one business day.
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