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    Financial Intelligence Platform

     Info
    In most mid-market companies, financial insight is assembled by hand. A CFO relies on one or more analysts who pull reports from QuickBooks, spreadsheets, and other tools, then manually stitch them into a narrative covering what happened last month, why it happened, what it means, and what to do about it. That work is slow and inconsistent, it lives in the heads of a few people, and it doesn't scale. The tools that promise to fix this tend to force a difficult trade-off. Commercial BI and FP&A platforms give you dashboards but leave the judgment to you; they show you what the numbers are without telling you what to do about them. AI tools that do offer analysis typically send your most sensitive financial data to third-party model providers, where you have little control over how it's used, little visibility into how conclusions are reached, and limited protection if the vendor changes or withdraws the model you built your process on.

    Overview

    An AI-powered financial intelligence platform that acts as a digital fractional CFO, deployed entirely inside your own AWS environment and running on domain-tuned models you own and control. The entire solution is deployed inside the customer's own AWS environment. Your financial data stays in your account, in your region, under your control. It is never transmitted to a third-party model provider and never used to train anyone else's models. For a CFO handling sensitive financials, this is what turns "trust us" into something you can verify yourself. Most AI finance tools depend on large, general-purpose frontier models operated by external vendors. That creates three problems: your data leaves your walls, you can't see how conclusions are reached, and you're exposed if the vendor changes pricing, changes behavior, or withdraws the model entirely. We take a different approach. The platform runs on smaller, fine-tuned, distilled models trained specifically for your business and your financial domain, running inside your account. This isn't a compromise; for financial analysis, it's the better engineering choice, for a few reasons: Higher-quality outputs You don't need a model that can write poetry or design a spacecraft. You need one that knows your company, your chart of accounts, your patterns, cold. A focused model tuned to your specifics outperforms a general-purpose giant on your actual work. You control the model, permanently. No external vendor can throttle, alter, or discontinue the model your finance function depends on, since it belongs to you. Full, ongoing transparency. Because the models are yours and observable, you get continuous visibility into model behavior and can detect model drift and data drift as they emerge, which is how the outputs stay trustworthy over time. Better economics where it counts. This isn't the cheapest tool on the market, and it isn't meant to be. It delivers better economics than running frontier models against sensitive data at scale, and better value than the fully-loaded cost of analysts producing this analysis by hand. Because this product produces financial judgment rather than just visuals, accuracy and accountability matter more here than they would for a dashboard. The platform is built as decision support, with your finance team in the loop and a full audit trail behind every conclusion. Quality is maintained through a shared tuning loop. Your financial professionals review outputs and tell us what to adjust and why; IDT's financial and ML specialists do the same from our side. Together we keep the model calibrated to your reality. Every output is traceable, every recommendation is reviewable, and drift is caught early, so trust in the numbers is earned continuously rather than assumed.

    Highlights

    • Ingestion - Connects to your accounting system (QuickBooks, or any other platform we configure) or ingests financial data directly via CSV. The ingestion method is flexible; the point is getting your balance sheet, P&L, and supporting data into the system reliably.
    • Business Intelligence - Reads your core financial statements, computes the key financial and economic metrics, and builds the dashboards and visuals automatically - powered by Amazon QuickSight. This is your always-current source of truth.
    • AI Financial Intelligence - The fractional-CFO brain. It reads the numbers and tells you: what's happening with your financials, why it's happening, what to expect next, what to do about it, and what risks are emerging - and suggests ways to handle them.

    Details

    Delivery method

    Deployed on AWS
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    For more information, including support resources, please contact us today: Phone: + 1 (844) 2058549 Email: info@i-d-t.com  Contact Us URL: