Post by Shiri Zohar, MBA

AI & Business Apps. Team Lead @monday | Impact driven

What happens when a group of forward-thinking finance experts sets out to build AI agents and tools to transform their daily workflows? Backed by the incredible boost and guidance of Dror Adi Magic happens ✨ Here’s a sneak peek of the incredible creations from this talented group: ⭐Anne Schlachter-Dagan has designed "Petra" – an AI assistant that evaluates bank reconciliations done by another agent (Pay-Match), ensuring flawless integration directly within NetSuite. 🌟Debby Gendelman built Roger to automate the validation and approval of subitems, intelligently tagging the requestor and escalating through Slack if there’s no response within 24h, allowing the team to focus on negotiations and vendor relations. ⭐Rafael Saute introduced a specialized AI capability that meticulously scans intricate Excel documents and verifies them against presentation data for perfect accuracy. Meanwhile, Gal Daich has launched the Finance Copilot – seamlessly integrated with NetSuite and company playbooks, empowering teams to access financial data and system procedures using natural language. The takeaway: It’s truly astounding to witness the transformation of traditional accounting and finance, fueled by creativity and AI. By equipping financial experts with innovative tools and the courage to push boundaries, the potential for efficiency is boundless. Thrilled to be part of this journey and eagerly anticipating what lies ahead #NetSuite #Automation #Innovation #FinanceCopilot #FinanceTransformation #GenerativeAI #FutureOfWork

Post contentPost content