Scale Your Finance Function: AI Playbook for Faster, Accountable Operations
Learn how finance teams can automate routine work, keep exceptions visible and owned, and improve P2P, O2C and R2R operations without replacing their systems of record.
Finance teams have invested heavily in ERPs, workflow tools and point automation, yet the hardest work often remains stubbornly manual. The predictable ‘happy path’ may be automated, but exceptions still move between ERP queues, spreadsheets, email, shared-services teams and individual inboxes.
The result is rework, delay, unclear ownership, control exposure and too much valuable time spent chasing what should happen next.
This practical webinar will explore a different operating model: an Operating Layer on Top of Finance Operations that helps routine work move automatically when agreed controls pass, while cases that require correction, judgment or approval are routed with the right context, evidence and owner.
Rather than presenting AI as a replacement for the ERP, the session will show how documents, messages, operating rules and enterprise-system data can be orchestrated around an authoritative system of record.
Attendees will learn how to:
Explain why conventional automation leaves exception resolution dependent on manual coordination.
Measure the impact of exceptions on finance capacity, cycle time, working capital, controls, and accounting quality.
Determine which cases can progress automatically and which require correction, approval, or professional judgment.
Design a controlled finance workflow with clear evidence requirements, decision rights, escalation paths, system actions, and audit records.
Apply the model to Procure-to-Pay, Order-to-Cash, Record-to-Report, or an adjacent finance process.
Select a bounded first use case based on volume, effort, economic impact, evidence availability, control risk, and execution feasibility.
Define a 90-day operating proof measured by fewer manual touches, faster resolution, safer straight-through completion, and stronger accounting quality.
Who should attend
CFOs, Finance Directors, Controllers and Heads of Accounting;
leaders in Finance Operations, Shared Services or Global Business Services;
process owners across AP/P2P, AR/O2C, R2R, close, reconciliation and adjacent back-office workflows;
Finance Transformation, Automation and Finance Systems leaders; and
IT, Security, Procurement or integration stakeholders evaluating governed AI for finance workflows.
Best suited to organisations with recurring exception work, repeated manual handoffs, multi-entity or shared-services complexity, ERP-change pressure, audit/control demands or a clear need to improve throughput and accountability.
About Neoflo
Neoflo was founded in 2025 and is headquartered in Singapore, with delivery capacity in India and a team operating across multiple markets. The company builds an AI operating layer for Finance Operations, connecting Procure-to-Pay, Order-to-Cash, Record-to-Report and adjacent back-office workflows.
Neoflo raised a US$10 million seed round backed by Lightspeed India, Peak XV Partners and Alter Global. Its enterprise trust position includes ISO/IEC 27001:2022 certification for the legal entity within the recorded scope and SOC 2 Type 2 Certification.