.png)
For too long working in corporate finance meant waiting for the accounting team to close the books before beginning the process of manually extracting data from several systems, spending hours every week, cleansing and munging unstructured data to develop reporting packages.
Days later, and you’re trying to analyze the business performance while staying on top of ad-hoc requests from the executive team. Despite the organization’s desire for finance to lead strategic endeavors, the finance function remained restricted in its capacity and effectiveness to deliver strategic value.
That all changes today. It’s time for corporate finance to be easy.
The BEZ Platform integrates with systems like QuickBooks Online and combines the speed and adaptability of purpose-built AI agents with the oversight and strategic thinking of finance professionals. BEZ empowers finance professionals by freeing up their time to focus on strategic, high-impact work, while agents focus on the underlying processes that roll-up to you.
Our intelligent finance platform empowers finance functions with a collaborative environment where AI agents work for you to execute and optimize core finance tasks and processes. These agents can work autonomously, across different systems, and are trained to specialize in key finance and accounting workflows such as:
These are just some of the many ways the BEZ Platform and agents can truly transform how your finance function operates. Of course, you are still at the controls, directing and guiding these agents to work for you.
Within the BEZ Platform, each adaptable AI agent can work across different systems, complete a set of specific tasks, examine your financial data, and communicate with other agents while being governed by your control and framing of requests. It’s a new way to manage finance and accounting processes to augment, automate, and maximize your impact on the business.
For anyone that experimented with generative AI tools, working with agents in the BEZ Platform should be a familiar experience. The Platform integrates directly with your QuickBooks Online instance—QBO credentials are required to connect.
From there, you select which agent you wish to engage and ask it to complete a task or process for you. Agents can securely access different systems and tools, so they are not limited to just responding to standard questions and are dedicated to just you or your team’s interaction.
Agents continuously improve, learning from your input to refine and become more acclimated to your business and process with each interaction. It’s like having a team of analysts always working for you—without ever requesting time off.
Since most finance professionals use Excel daily, we made sure to incorporate solutions into your spreadsheets and not just the BEZ Platform. You can leverage our Intelligent Excel Add-in to analyze any set of metrics, reports, and financial statements and draft summary analysis for you to communicate with stakeholders.
Curious about a specific metric or account detail in a report? Wondering what questions, you should anticipate from the board based on your latest financial performance?
Ask the intelligent Excel agent to review cell-specific information, apply appropriate context, and derive insights from a given number. By combining the power of AI with the flexibility of Excel you can examine business performance and interface with generative chat, directly in your spreadsheet.
AI adoption is becoming a board-level conversation, tying into goals like productivity, growth, and opex.
When asked about the biggest concern facing their finance function, 35% of finance executives said AI adoption is their number one priority—the most of any of the options in our finance executive survey.
The BEZ Platform eliminate repetitive manual work and unlock your capacity without the need to add additional headcount. Plus, the speed at which finance can operate with AI agents enables you to be more proactive and identify trends and assess risks before they compound.
Imagine now spending 80% of your time on the 20% of strategy efforts that put you in the driver seat of strategic initiatives and growth drivers in your organization.
With finance AI agents embedded in daily operations, we outfit finance functions with the tools they need to drive more agile, consistently, and informed insights where it is needed across the business.
We’re inviting finance and accounting teams using QuickBooks Online to join our no-commitment beta program and shape the future of intelligent finance operations.Those that join the beta experience gain:
· Early access to the platform and agents
· Direct input into product development
· Exclusive support and insights
· Generous discount offer once live
AI agents are the next evolution in finance operations. They don’t just answer prompts—they collaborate and work on your behalf to complete a series of tasks. With your oversight, they unlock new levels of productivity, insights, and value that scales.
This is just the beginning of a new frontier for corporate finance—one that can be easy.
Ready to get started?
Spots are limited—apply now to reserve your place in our beta here.
.png){kind=small}
