FINANCIAL SERVICES

YOUR DATA IS YOUR GREATEST ADVANTAGE. START USING IT THAT WAY.

Financial services businesses face a unique challenge: high regulatory demands, complex operations, and clients who expect instant, accurate, and secure digital experiences.

FREE PRODUCT DEMO

SEE HOI FINANCE IN ACTION

30-minute live walkthrough tailored to your business size, regulatory needs, and operational challenges.
THE PROBLEM

FINANCIAL OPERATIONS ARE HOLDING YOUR BUSINESS BACK.

01

COMPLIANCE TAKES TOO MUCH TIME

Manual processes, scattered documentation, and constant regulatory updates slow your team down. Missing a detail can lead to costly penalties and reputational risk.

02

CLIENT ONBOARDING IS SLOW & COMPLEX

Lengthy KYC checks, paperwork, and disconnected systems delay onboarding. Potential clients drop off before they even get started.

03

NO REAL-TIME FINANCIAL INSIGHTS

Critical data is spread across multiple systems, making it hard to get a clear view of performance, risks, and opportunities when you need it most.

04

OPERATIONS DON’T SCALE EFFICIENTLY

As your firm grows, manual workflows and legacy tools become bottlenecks leading to higher costs and reduced productivity.

POOR FINANCE SYSTEMS DON’T JUST COST YOU TIME. THEY COST YOU CLIENTS AND REVENUE.

Inefficient processes, compliance risks, and slow decision-making can impact growth and client trust costing your business more than you realize.
TRANSFORMS YOUR OPERATIONSTRANSFORMS YOUR OPERATIONS
Finance Platform Features

FROM CLOSE TO FORECAST. FINANCE AI THAT DOES THE WORK.

HOI for Finance automates every critical workflow from accounts payable processing to board-ready reporting so your team can focus on analysis and strategy.

01

Automated Month-End Close

AI handles reconciliations, journal entries, and inter-company eliminations cutting your close cycle from weeks to days with zero manual errors.

02

AP/AR Automation

Automatically match invoices, route approvals, and reconcile payments across all entities and currencies in real time.

03

Bank Reconciliation AI

Continuously reconcile bank feeds against your books using intelligent matching that handles exceptions and learns from your accounting rules.

Close Cycle Reduction

80%

Reconciliation Accuracy

99.8%

Manual Journal Entries Eliminated

76%

Invoice Processing Time

<2 min

Entity Consolidations Supported

Unlimited
Full Finance Capability Suite

THE FINANCE AI STACK. BUILT FOR MODERN CFOs.

Work With UsWork With Us

A powerful finance AI stack designed for modern CFOs to automate workflows, unify data, and enable faster, more accurate decision-making.

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Close Management

End-to-end close automation from sub-ledger to consolidated financial statements across all entities and currencies.

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FP&A Intelligence

Driver-based planning, rolling forecasts, and AI-generated insights for every business unit and cost center.

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Accounts Payable AI

Automated invoice processing, three-way matching, and payment approval workflows with fraud detection built in.

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Revenue Recognition

Automate ASC 606 / IFRS 15 revenue recognition across complex contract structures, subscriptions, and multi-element arrangements.

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Treasury & Cash Management

Real-time cash positioning, liquidity forecasting, and automated cash pooling across all banking relationships and entities.

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Fraud Detection & Controls

AI monitors every financial transaction in real time, flagging anomalies and control exceptions before they become significant losses.

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Management Reporting Hub

Self-service financial reporting for every stakeholder from department heads to the board with drill-down access built in.

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ERP & System Integration

Native integrations with SAP, Oracle, NetSuite, QuickBooks, and 80+ other financial systems for real-time data sync.

PROVEN RESULTS

THE FINANCE IMPACT THAT DRIVES YOUR BUSINESS FORWARD.

Modern finance isn’t just about managing numbers it’s about building systems that improve visibility, accelerate decisions, and drive financial performance across your organization.
73%manual financial
Reduction in manual financial processes through automation and streamlined workflows.
2.5×Financial reporting cycles
95% financial data
48 Hautomation workflows

2.8×Revenue Growth - 9 Months
SG
Sophiya Ray GillVerified
CEO of Carl Network
3.1×Lead Growth - 6 Months
JT
James ThorntonVerified
Director of Apex Finance
4.0×Client Acquisition - 12 Months
RM
Rachel MooreVerified
MD of Clearview Wealth
COMMON QUESTIONS

WHAT FINANCIAL FIRMS ASK US FIRST

READY TO BUILD?

STOP LOSING CLIENTS TO FASTER, SMARTER COMPETITORS.

We help financial firms streamline operations, improve client onboarding, and stay fully compliant with scalable digital systems.