Acta AI
Artificial intelligence. Dependable automation. Finance under control.
The platform does the recurring work underneath the finance function. It runs on a schedule inside your own systems, keeps a record of every run, raises what does not fit, and leaves the decisions to a person.
What it helps you get done.
Organised around the work a finance function actually owes the business each month.
Closing the books
Sources pulled, recurring entries posted, accounts reconciled, and anything unexplained stopped and raised. The close becomes a review rather than a build.
Building the package
Statements, the board deck, the owner or lender package, and the calculations your capital structure requires. One definition of each number, so the pages agree with each other.
Watching the cash
A rolling forecast rebuilt from live bank, receivables, payables, and payroll. What is coming, what can wait, and when a call needs making.
Running the routine
Invoicing, collections follow-up, vendor bills, payroll tie-outs, filings. Captured from the person who does them today, documented, then run on schedule with evidence filed.
Telling you what changed
Variances, exceptions, a customer that stopped paying, a contract that stopped billing. Surfaced the day it happens rather than discovered at quarter end.
Keeping the evidence
Every run leaves a record of what ran, on what data, what it produced, and who approved it. The audit trail is a by-product of the work rather than a reconstruction.
Confirmation of which capabilities are generally available today versus built for a specific engagement, and any limits that should be stated. The list above reflects work running in production, but the site should not imply every item ships to every customer on day one.
People, intelligence, and automation.
Three different things do three different jobs. Confusing them is how automated finance goes wrong.
Control and visibility.
The controls are what make automation safe to rely on. They are not an add-on.
Confirmed before automated
Every process is captured from the person who performs it, written down, and confirmed by them before anything runs unattended.
A record of every run
What ran, when, on which data, what it produced, and who approved it. Kept as the work happens rather than assembled afterwards.
Exceptions reach people
Anything outside the rule stops and is routed to a named person. Silence is never treated as success.
Where it runs, and what you keep.
Inside your own systems
The platform deploys into your own cloud environment. Your data stays in your tenant. What gets built during the engagement remains in place afterwards, running for your team.
One approved commercial and technical definition, covering: what the customer owns outright and what is licensed, system and environment requirements, who administers what, data handling commitments, and what happens to the deployment if the relationship ends. This is the single most asked question by a technical evaluator and the page cannot ship without it.
After the transition.
The platform keeps running when your team owns the function.
The continuing commercial relationship is not defined. Two things need settling and they conflict in the current material. First, whether this is a recurring subscription or a retainer against a platform the customer owns, because the two say different things about who holds the asset. Second, what customer-success work is included versus chargeable, and how new automation requests are handled. Until both are settled this section should state only that the platform continues to run and that support is available.
Start with Discovery.
Discovery looks at the systems you run on and the work your finance function performs today. It establishes what a deployment would involve before anything is proposed.