AI applications in finance
Process documents, draft commentary and make finance knowledge accessible.
How TEC G8 supports you
TEC G8 evaluates AI against a specific finance task. We clarify data and quality requirements, implement a bounded pilot and compare the full workflow, including review effort, with the existing process.
Scope of services
- Assess use cases and existing ERP capabilities
- Define pilot scope, test data and acceptance criteria
- Extract document data or prepare reporting commentary
- Limit a knowledge assistant to approved sources
- Test output quality, access rights and failure cases
- Train users and agree operational ownership
Your outcome
An evidence-based adoption decision from the pilot. Following successful acceptance, you receive a documented application with defined review procedures and operational ownership.
Choose tools for the task
For document workflows, we assess AI Builder with Power Automate. Microsoft 365 Copilot is an option for everyday assistance, and Copilot Studio for a bounded knowledge assistant. Custom document integrations, for example with Azure Document Intelligence, are planned with development specialists as needed.
From assessment to operation
We start with one use case. Licences, data access and ongoing effort are clarified before implementation. Figures come from validated data sources; AI drafts receive expert review. Postings, payments and critical master data changes require defined approvals. Support and recurring quality checks are agreed separately.
Discuss your project
What would you like
to improve in finance?
Discuss your project with Manfred Schönberger. We clarify the task, systems involved and the next practical step.