Transform Finance with AI-Powered Playbooks
Stop drowning in manual financial processes and spreadsheets. Squig automates your entire finance operation, from invoice processing to financial reporting, so your team can focus on strategic analysis and business growth.
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Why Finance Teams Love Squig
Connect Financial Systems
Integrate with your finance stack – ERP, accounting software, banking systems, and expense management tools. Create workflows that span your entire financial ecosystem.
Query Financial Data
Ask questions about cash flow, budget variances, and financial performance in plain English. Get insights to optimize your financial operations and decision-making.
24/7 Financial Operations
Your finance playbooks run continuously, processing transactions and monitoring performance. Squig loops you in for approvals and strategic financial decisions.
AI-Powered Financial Intelligence
Leverage AI for expense categorization, fraud detection, and financial forecasting. Scale financial expertise across all business operations.
Explore Our Finance Playbook Library
Accounts Payable & Invoice Management
Automated Invoice Processing
Automatically extract data from invoices using OCR, validate against purchase orders, route for approval based on amount thresholds, and process payments according to terms.
Key Benefits:
- Faster invoice processing
- Reduced manual data entry
- Improved payment accuracy
Three-Way Matching Automation
Automatically match invoices with purchase orders and receipts, flag discrepancies for review, and route matched invoices for automated approval and payment.
Key Benefits:
- Eliminate payment errors
- Reduce fraud risk
- Streamlined approval process
Vendor Payment Optimization
Optimize payment timing to maximize cash flow, automatically apply early payment discounts, and manage vendor relationships through timely payments.
Key Benefits:
- Maximize cash flow
- Capture early pay discounts
- Improve vendor relationships
Expense Management & Reimbursements
Automated Expense Reporting
Automatically categorize expenses from credit card feeds and receipts, enforce policy compliance, route for approval, and process reimbursements.
Key Benefits:
- Faster expense processing
- Policy compliance enforcement
- Reduced administrative burden
Travel & Entertainment Automation
Automatically process T&E expenses, validate against travel policies, integrate with travel booking systems, and manage per diem calculations.
Key Benefits:
- Streamlined T&E processing
- Policy enforcement
- Accurate per diem management
Corporate Card Reconciliation
Automatically reconcile corporate card transactions, match with expense reports, identify missing receipts, and flag policy violations.
Key Benefits:
- Complete transaction visibility
- Automated reconciliation
- Policy compliance monitoring
Financial Planning & Budgeting
Budget Planning & Allocation
Automate budget creation from historical data and forecasts, allocate budgets across departments, track variances, and provide real-time budget utilization reports.
Key Benefits:
- Data-driven budget planning
- Real-time budget tracking
- Variance analysis automation
Financial Forecasting
Generate rolling forecasts based on historical trends and current performance, scenario modeling for different business conditions, and automated forecast updates.
Key Benefits:
- Accurate financial forecasting
- Scenario planning capabilities
- Automated forecast updates
Capital Expenditure Management
Automate CapEx request workflows, track approvals and spending against budgets, monitor ROI on capital investments, and manage depreciation schedules.
Key Benefits:
- Streamlined CapEx approvals
- Investment ROI tracking
- Automated depreciation management
Financial Reporting & Analytics
Automated Financial Reporting
Generate monthly, quarterly, and annual financial reports automatically, consolidate data from multiple systems, and distribute reports to stakeholders.
Key Benefits:
- Faster report generation
- Consistent reporting format
- Automated distribution
Management Dashboard Creation
Create real-time executive dashboards with key financial metrics, automated variance analysis, and drill-down capabilities for detailed insights.
Key Benefits:
- Real-time financial visibility
- Executive decision support
- Automated variance analysis
Financial KPI Monitoring
Track key financial performance indicators, set up automated alerts for threshold breaches, and generate performance trend analysis.
Key Benefits:
- Proactive performance monitoring
- Early warning alerts
- Trend analysis automation
Cash Flow & Treasury Management
Cash Flow Forecasting
Predict cash flow based on receivables, payables, and historical patterns. Monitor cash positions across multiple accounts and currencies.
Key Benefits:
- Accurate cash flow predictions
- Multi-currency support
- Liquidity optimization
Bank Reconciliation Automation
Automatically reconcile bank statements with accounting records, identify and investigate discrepancies, and maintain accurate cash balances.
Key Benefits:
- Automated reconciliation
- Discrepancy identification
- Accurate cash reporting
Investment & Liquidity Management
Optimize cash investments based on liquidity needs, automate investment decisions within policy guidelines, and track investment performance.
Key Benefits:
- Optimized cash utilization
- Policy compliance
- Investment performance tracking
Financial Operations & Compliance
Month-End Close Automation
Automate month-end closing procedures, track completion of closing tasks, generate closing reports, and ensure timely financial statement preparation.
Key Benefits:
- Faster month-end close
- Task completion tracking
- Consistent closing procedures
Audit Trail & Documentation
Maintain comprehensive audit trails for all financial transactions, automate documentation collection, and ensure compliance with audit requirements.
Key Benefits:
- Complete audit readiness
- Automated documentation
- Compliance assurance
Tax Compliance & Reporting
Automate tax calculations and reporting, track tax obligations across jurisdictions, and ensure timely filing of tax returns and payments.
Key Benefits:
- Accurate tax calculations
- Multi-jurisdiction support
- Timely compliance
Financial Controls Monitoring
Monitor financial controls and segregation of duties, detect potential fraud or errors, and ensure compliance with internal policies and regulations.
Key Benefits:
- Enhanced financial controls
- Fraud detection
- Policy compliance monitoring
Ready to Automate Your Finance Success?
Choose Finance Playbooks
Select from our finance library or create custom playbooks for your unique financial processes and compliance requirements.
Connect Your Systems
Link your ERP, accounting, banking, and expense management systems in minutes with our integrations.
Run on Autopilot
Activate your playbooks and watch Squig handle invoice processing, expense management, and financial reporting.
AI Loops You In
Squig intelligently involves your team for approvals, exceptions, and strategic financial planning decisions.
Join the Squig Finance Playbook Beta
Be among the first to experience the future of financial operations automation. Get early access, exclusive updates, and help shape the platform.
