Patterns

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Introduction: Transformative Financial Observability, Reporting, and Audit
Added on: Jan 20, 2025
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Patterns

What is Patterns

Patterns streamlines financial operations and reporting, enabling companies to become audit-ready up to 10x faster by automating manual tasks and consolidating fragmented data. It provides real-time financial observability and unified financial intelligence by connecting all data sources into a single source of truth.

How to Use Patterns

  1. Connect a data source (e.g., Postgres, MySQL, Snowflake, BigQuery).
  2. Set up data integration and cleaning.
  3. Use the AI Bot to automate tasks like reconciliation and reporting.
  4. Review and provide feedback on automated analyses.

Use Cases of Patterns

Patterns is designed for businesses seeking to automate financial reporting, improve audit readiness, and gain real-time insights into their financial data. It integrates with various systems like ERP, AP, AR, bank accounts, EDI, and inventory management platforms.

Features of Patterns

  • Unified Financial Intelligence

    Automatically integrates, cleans, and categorizes data from multiple sources into a unified data model.

  • Automated Reconciliation

    Handles data collection, matching, and report generation for financial reconciliation.

  • Real-time Financial Observability

    Provides continuous monitoring and insights into financial data for better decision-making.

  • AI-Powered Reporting

    Generates automated financial reports and management discussions, allowing users to oversee and provide feedback.

FAQs from Patterns

1

What systems does Patterns integrate with?
Patterns integrates with ERP systems (e.g., Sage Intacct, Netsuite, Quickbooks), bank accounts (e.g., Brex, JPMorgan), EDI platforms (e.g., SPS Commerce), and order/payment systems (e.g., Shopify, Stripe).
2

How does Patterns handle data cleaning?
Patterns automatically cleans and categorizes data from connected sources, ensuring a unified and accurate data model.
3

Can Patterns generate financial reports?
Yes, Patterns uses AI to automate financial report generation, allowing users to review and provide feedback for revisions.