Consulting Firms
Enhanced Service Delivery: Automates key financial process like invoicing, payments, & tax compliance, improving efficiency & accuracy for CFO clients.
Scalability & Differentiation: Helps consulting firms scale operations, cut costs, & stand out with advanced AI-driven finance automation.
Revenue Growth: Enables firms to create new revenue streams by offering high-value automation solutions tailored to CFO challenges.
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Services Provided by Consulting Firms
Service
Description
Key Focus Area
Finance Transformation
Redesigning finance functions to become more agile, efficient, and aligned with strategic goals.
Process optimization, shared service centers, automation, and ERP/AI integration.
Financial Planning & Analysis (FP&A)
Enhancing budgeting, forecasting, and financial modeling to provide actionable insights.
Driver-based financial models, advanced FP&A tools, and scenario analysis for strategic decision-making.
Technology & Digital Transformation
Modernizing financial systems using emerging technologies.
ERP implementation, AI and RPA adoption, blockchain integration, and data analytics enhancements.
Risk Management & Compliance
Mitigating risks and ensuring adherence to financial regulations.
Internal controls, compliance frameworks, financial audits, and regulatory readiness.
Cost Optimization & Working Capital
Identifying cost-saving opportunities and optimizing working capital.
Cost benchmarking, cash flow improvement, and procurement optimization.
Mergers, Acquisitions & Divestitures (M&A)
Supporting CFOs through all phases of M&A transactions.
Financial due diligence, post-merger integration, tax structuring, and regulatory compliance.
Tax Strategy & Compliance
Managing tax liabilities and ensuring compliance with local and global tax laws.
Tax planning, transfer pricing, international tax structuring, and managing audits or disputes.
Sustainability & ESG Reporting
Integrating sustainability into financial planning and reporting.
ESG metrics, sustainability reporting frameworks, and green finance strategies.
Data Analytics & Insights
Leveraging data for decision-making and operational efficiency.
Financial dashboards, trend forecasting, advanced analytics, and data governance.
Hyperbots Co-pilots Available for Consulting Firms
Invoice Processing Co-pilot
Extracts invoice data, matches with POs/GRNs, prevents fraud, and suggests GL coding. Enables 80% Straight-through Processing.
Accruals Processing Co-pilot
Hyperbots' Accruals Co-pilot automates accruals, ensures accurate expense/revenue recognition, and streamlines financial close with AI insights.
PR/PO Co-pilot
Hyperbots' PR/PO Co-pilot automates PR/PO processes, ensuring accuracy, compliance, and optimized procurement with AI-driven approvals and budget matching.
Payment Procsessing Co-pilot
Hyperbots' Payments Co-pilot automates payments, ensuring accuracy, compliance, and timely transactions while optimizing cash flow and controls with AI.
Vendor Management Co-pilot
Hyperbots' Vendor Management Co-pilot streamlines onboarding, compliance, and performance monitoring, enhancing collaboration and mitigating risks with AI.
Sales Tax Verification Co-pilot
Categorizes line items by tax codes, verifies sales tax, suggests jurisdictional withholding rates, and integrates with the Invoice Processing Co-pilot.
Challenges & Applicable Hyperbots Co-Pilots and Impact
Challenge
Applicable Hyperbots Co-pilots
Impact
Evolving regulatory landscape
Tax Verification Co-Pilot
Automates tax compliance and verification processes, reducing risks and ensuring accuracy.
Technology integration & upgradation
All Co-pilots
Using AI provides 80% productivity gains in processes like PR/PO, Invoice processing, Accruals and payments
Data complexity & accuracy
Invoice Processing Co-Pilot
Enhances data accuracy by automating invoice entry and validation processes.
Pressure for cost efficiency
Payment Co-Pilot
Lowers operational costs by streamlining payment processing and reducing errors.
Workforce adaptation & skill gaps
Vendor Management Co-Pilot
Supports teams by automating vendor onboarding and monitoring, minimizing manual workloads.
Tight timelines & high expectations
Accruals Co-Pilot
Accelerates financial close processes by automating accrual calculations and postings.
Key general capabilities of
Hyperbots AI Co-pilots
Unlimited Access
Hyperbots Co-pilots offer unlimited user access at no extra cost, fostering collaboration and scalability without per-user licensing constraints.
Industry Specific
Hyperbots Co-pilots provide industry-specific finance AI with tailored workflows, document handling, tax validations, and customizable features for efficient and precise processing across diverse sectors.
Company Specific
Hyperbots Co-pilots enable quick, no-code customization for company-specific needs, from ERP integration to workflows and GL structures, ensuring tailored integration with its agentic AI.
Integrations
Hyperbots integrates seamlessly with ERPs and other systems, enabling real-time, exhaustive, secure, and scalable data exchange to support end-to-end AI automation.
24X7
Hyperbots Co-pilots work 24x7, automating tasks and notifying humans of exceptions, ensuring continuous productivity and efficient collaboration.
Human-in-the-loop
Hyperbots Co-pilots ensure seamless collaboration with humans through exception handling, approval workflows, actionable insights, and adaptive learning.
Process Specific
Hyperbots Co-pilots use the Agentic AI platform's domain-specific training and collaborative agents to deliver tailored, scalable, and efficient process-specific automation.
Intelligence Elements
Hyperbots Co-pilots, built on the Agentic AI platform, leverage advanced capabilities like Redaction, OCR, LLMs, VLMs, MOE, Reasoning, Math Interpretation, Recommenders, and Predictive Engines to enable intelligent, efficient task execution.
Self Learning
Hyperbots Co-pilots use self-learning to adapt to company-specific workflows, refine accuracy, and dynamically align with evolving business needs.
Functional Elements
Hyperbots Co-pilots encapsulate platform capabilities like Workflow, Notifications, Security, Analytics, SSO, and Observability, along with User Portals, Audit Trails, Mobile Apps, Permissions, and Roles, ensuring secure, configurable, collaborative, and auditable operations.
Ready to Deploy
Hyperbots Co-pilots are ready-to-deploy, no-code solutions with pre-trained agents and ERP connectors, enabling rapid, tailored setup without third-party integrators.
AI-native
Hyperbots Co-pilots’ AI-native design ensures purpose-built precision and transformative productivity and value for finance operations.
FAQs: Partnerships with Consulting Firms
How do Hyperbots Co-Pilots help consulting firms achieve business growth?
Hyperbots Co-Pilots, such as the Invoice Processing, Payment, and PR/PO Co-Pilots, enable consulting firms to deliver advanced financial automation to clients, helping them improve processes, retain customers, and generate new revenue streams.
How do Hyperbots Co-Pilots enhance customer satisfaction for consulting firm clients?
By integrating Hyperbots Co-Pilots, consulting firms provide their clients with automation solutions that streamline financial workflows, reduce errors, and enhance operational efficiency, leading to higher satisfaction.
Why should consulting firms partner with Hyperbots?
Partnering with Hyperbots allows consulting firms to offer AI-driven automation solutions, differentiate their services, improve client outcomes, and create new revenue opportunities.
What is the role of the consulting firm in implementing Hyperbots Co-Pilots?
Consulting firms work with their clients to facilitate deployment, support onboarding, and ensure successful adoption of Hyperbots Co-Pilots to maximize value.
What is the role of Hyperbots in implementation?
Hyperbots provides technical expertise, customizes Co-Pilots for client needs, and ensures seamless deployment while offering ongoing support to the consulting firm and its clients.
How should consulting firms position Hyperbots for clients already using an ERP?
Hyperbots Co-Pilots enhance ERP systems by automating key finance processes, improving accuracy, and delivering measurable benefits like cost savings and productivity gains.
How should consulting firms position Hyperbots for clients already using workflow automation software?
Hyperbots Co-Pilots complement existing workflow tools with advanced AI features, offering deeper finance-specific insights, ERP integration, and precise, no-approximation results.
How is a consulting firm selected as a partner?
Hyperbots selects consulting firms based on their expertise, ability to deliver client success, and alignment with Hyperbots' mission to transform financial operations using AI.
How is a consulting firm onboarded as a partner?
Consulting firms receive comprehensive training on Hyperbots Co-Pilots, access to technical resources, and support from a dedicated partner manager. Marketing and sales enablement materials are also provided.
What models exist for partnership?
Hyperbots offers flexible partnership models, including:
Referral Model: Consulting firms refer clients and earn referral fees.
Reseller Model: Consulting firms resell Hyperbots Co-Pilots as part of their service offerings.
Strategic Alliance Model: Consulting firms collaborate with Hyperbots to co-create and deliver integrated financial automation solutions.
Why Hyperbots Agentic AI Platform?
Finance specific
Hyperbots Agentic AI platform specializes exclusively in finance and accounting intelligence, leveraging millions of data points from invoices, statements, contracts, and other financial documents. No other platform has such large pretrained models on F&A data.
Best in Class Accuracy
Hyperbots achieves 99.8% accuracy in converting unstructured data to structured fields through a multimodal MOE model integrating LLMs, VLMs, and layout models. With contextual validation and augmentations, the platform ensures 100% accuracy for deployed agents.
Synthesis of unstructured and strutured finance data
Hyperbots agents emulate finance professionals to autonomously perform F&A tasks by reading and writing data like COA, expenses, and vendor masters from core accounting systems and integrating it with unstructured data from financial documents such as invoices, POs, and contracts.
Pre-trained agents with state of the art models
Hyperbots' Agentic platform, pre-trained on millions of financial documents like invoices, bills, statements, and contracts, ensures seamless integration, high accuracy, and adaptability to any accounting content, form, layout, or size from day one.
Company specific inference time learning
Hyperbots' Agentic platform employs state-of-the-art Auto ML pipelines with techniques like reinforcement learning to enable inference-time learning for tasks such as GL recommendation and cash outflow forecasting, ensuring continuous improvement and adaptability.
Designed by CFOs for CFOs
We worked with several CFOs to solve the right problems.
Hear what they have to say!
Ready to take the next steps?
Book a demo with one of our Financial Technology Consultants to get started!
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