Invotomate

Products

We help businesses simplify their F&A and FP&A processes through enterprise technology, finance digital transformation, and professional and subject matter expert services.

Modernize AP with AI for fast, controlled, transparent invoice-to-pay. It captures invoices from email/EDI/portals/scans, extracts and validates data against POs/receipts, flags exceptions early, and routes approvals automatically with real-time policy enforcement—leaving a clean, audit-ready trail. Finance gets live dashboards for accruals, liabilities, and DPO, plus drilldowns that explain variances. Cleaner actuals flow to FP&A, improving forecast accuracy and cash predictability—fewer surprises, faster closes, and more time for supplier strategy.

shape

Cash Flow Analysis and Forecasting Tool

A digitized cash flow forecasting tool that replaces Excel modeling and simplifies the cash planning process.

Invotomate's Cash Flow Forecasting tool enables businesses to drive and orchestrate their cash planning process and helps them remain ahead in the liquidity management game.

Some of the features:

Generates actual cash flows from multi-bank transactions and drills to the finite level of details.
Synthesizes AP and AR transactions with projections and produces a 13-week forecast.
Visualizes cash positions, comparisons with forecasts, and other cash analyses.

shape

Accounts Payable Automation

Capture - Ingest invoices from email, EDI, portals, and scans. OCR + AI extract headers and line items with high accuracy.
Validate - Auto‑check vendors, GL codes, tax, duplicates, currency, and payment terms.
Match - 2‑ and 3‑way matching against POs and receipts; tolerance rules you control.
Approve - Policy‑aware workflows route to budget owners; mobile approvals in a tap.
Audit - Immutable trails, SOC‑ready logs, and exportable evidence in one place.

shape

FinBeat AI - Ask. Analyze. Act.

FinBeat is the conversational FP&A copilot that turns finance data into instant, decision-ready answers—variance explainers, driver insights, and forecasts, all in chat.

Chat-to-insight: Natural-language questions → clear answers, charts, and drivers.
Variance explainers: Auto-detects deltas vs. plan, mix, price, volume, seasonality.
Scenario & forecast: Run what-ifs, sensitivities, and rolling forecasts in seconds.
Proactive alerts: Pulse updates on cash, margin, and budget burn.
Trust & control: Role-based access, lineage, and audit-ready trails.

Benefits

Make cash flow predictable

Turn AP into a working-capital engine.

Forecast-ready AP data: liabilities, approvals-in-flight, and committed POs flow into cash models.
Optimize DPO, keep trust: guardrails for supplier tiers, terms, and discount capture.
Visibility across entities: consolidate by BU/currency with drill-downs to invoice level.

Cleaner earnings, fewer surprises

Strengthen financial integrity and insight.

Tighter accruals & cutoffs: fewer post-close adjustments and cleaner variance stories.
Spend intelligence: vendor concentration, category trends, and budget vs. actuals.
Spend intelligence: hours saved, exceptions avoided, discounts realized—tracked monthly.

Close faster, with confidence

Automation that prevents rework.

Accurate by default: AI capture + 2/3-way match + duplicate detection before posting.
Policy in-flow: GL coding, limits, tax, and approvals enforced in real time.
Audit on demand: immutable trails, change logs, and evidence exports for SOX/external audits.

Control without friction

Compliance embedded, processes simplified.

Exception control: prioritized queues, SLA timers, and root-cause analytics.
Month-end momentum: auto accrual suggestions and reconciliation-friendly postings.
Master data hygiene: vendor onboarding with KYC, bank validation, and de-dupe.

Move invoices, not mountains

Straight-through processing with full visibility.

Flow that sticks: smart queues, bulk actions, and auto-reminders to approvers.
Shrink exceptions: PO/receipt validation, tolerance rules, and early duplicate checks.
Control tower: backlog heatmaps, approver aging, discount windows, and blockers.

Fewer touches, happier vendors

Touchless where it counts, human where it matters.

Field-level accuracy: email/EDI/portal capture with confident extraction.
Supplier experience: self-service status, KYC & bank validation, proactive alerts.
Pay on time (or early): discount opportunities surfaced; late-fee risks flagged.

About Us

Invotomate is a CFO/FP&A-tech SaaS platform built to run finance on autopilot. We bring three modular products together—AP Process Automation, FinBeat (AI chat for finance data), and FP&A (projections & cash-flow)—so finance teams can shift from manual tasks to strategic decisions.

Vision: Make back‑office finance autonomous, explainable, and audit‑ready.

Mission: Deliver an integrated, policy‑aware platform that turns every transaction into real‑time insight and forward‑looking plans—without adding headcount.

Our Origin: Founded by practitioners from enterprise SaaS and corporate finance who lived the month‑end scramble firsthand and built a product‑first alternative.

What We Value:

Control by design - RBAC, audit trails, and citations back to source.

Time to value - Connect ERPs, banks, and data in days, not months.

Truth to source - Line‑of‑sight from answers to underlying records.

Open by default - APIs, webhooks, and data portability across your stack.

Solutions

At Invotomate, we combine technology and human effort to simplify CFO, FP&A, and Accounts Payable process automation. Our tailor-made platform digitally transforms financial decision-making and execution, orchestrates invoice-to-pay with AI, and our experts help strengthen controls and throughput.

We aim to be instrumental in improving finance function capabilities through technology, bringing vital insights to results and providing foresight for a predictable future.

Invotomate’s technology is evolving rapidly while delivery exists. We partner with clients to achieve outcomes in working capital, compliance, and efficiency, unifying data, policy, and automation across their finance organization.

Ease of integration

Connect in hours, not months. Invotomate plugs into your ERP, banks, and data stack to deliver accurate, real-time finance data—so AP runs touchless, FinBeat answers with citations, and FP&A forecasts cash with confidence.

Effortless connectivity: Prebuilt connectors and open APIs for leading ERPs and accounting systems.

Bank feeds for cash: Direct bank integrations power live cash positions and sharper cash-flow forecasts.

Better analysis, instantly: Unified, normalized data enables deeper variance analysis and drill-downs in FinBeat.

Real-time sync: Continuous updates keep AP, GL, and budgets aligned—no exports or copy-paste.

Monitored & reliable: Every integration point is health-checked with alerts, retries, and audit logs.

Product & Services

We help businesses simplify their F&A and FP&A processes through enterprise technology, finance digital transformation, and professional and subject matter expert services.

We aim to be instrumental in improving the current capabilities of the finance function, bringing vital insights to financial results and providing continued foresight for a predictable future.

Invotomate App - Cash Flow Analysis and Forecasting Tool (an Enterprise SaaS platform):

A digitized cash flow forecasting tool that replaces Excel modeling and simplifies the cash planning process.

Invotomate's Cash Flow Forecasting tool enables businesses to drive and orchestrate their cash planning process and helps them remain ahead in the liquidity management game.

Some of the features:

Generates actual cash flows from multi-bank transactions and drills to the finite level of details.
Synthesizes AP and AR transactions with projections and produces a 13-week forecast.
Visualizes cash positions, comparisons with forecasts, and other cash analyses.

Finance Shared Services (a team of financial SMEs, F&A/FP&A professionals and analysts):

F&A - BK Cash/Accrual Basis (GL, AP, AR, R2R, Periodic Close, Finalization, Ops. Support, etc.)

F&A Systems - Implementation Support and Admin. (NetSuite, QBO, Xero, WaveApps, etc.)

FP&A - Financial Reporting and Analysis, Cash Flow Planning, AOPs, Budgeting & Forecasting, Financial Modeling, Due Diligence, Investor Reporting, etc.

Fractional CFO Services - Business Planning, Performance Review, Strategizing, and Assistance in Key Decision Making, Management Guidance, and mentoring Finance teams

Fractional CFO Services

A digitized cash flow forecasting tool that replaces Excel modeling and simplifies the cash planning process.

Invotomate's Cash Flow Forecasting tool enables businesses to drive and orchestrate their cash planning process and helps them remain ahead in the liquidity management game.

Some of the features:

Generates actual cash flows from multi-bank transactions and drills to the finite level of details.
Synthesizes AP and AR transactions with projections and produces a 13-week forecast.
Visualizes cash positions, comparisons with forecasts, and other cash analyses.

Meet Our Team

Anubhav Chowdhary

Co-founder and CEO

15+ years of leadership in corporate/business/supply chain finance with SaaS domain expertise Extensive contributions in improvement of the current capabilities of the finance function Conceptualizations for digitization and automation in the F&A and FP&A processes Independent financial consulting to U.S.-based clients Founding team member and Director of Finance at Xeeva, Inc., a U.S.-based SaaS company Mid-mgt. positions at Netlink Software Group America, Inc., a Greater Detroit-based IT company Helped the U.S. businesses raise over $65mm in multiple funding and M&A rounds

anubhav@finforeca.com

Aasim Khan

Co-founder and CTO

12+ years of technology leadership in procurement, hospitality, finance, insurance, and medical domains Digitally transforming complex business processes by leveraging AI and ML solutions Co-founded Enterpraiio and Finforeca, U.S.-based tech holding and B2B fintech companies, respectively Providing expertise as a CTO at Wenodo Core team member at Xeeva and Soft Nice technology Teams Developed full-stacked Enterprise SaaS Applications on Procurement and Sourcing domains

aasim@finforeca.com

Spend Less Time on Invoices, More on Impact
AI automation delivers real-time control, auto-approvals, and auditable records—end-to-end, in one place.

Boost your FP&A Insights
Driver‑based planning, rolling forecasts, and live cash projections tied to actuals.

FinBeat
Stay on the beat of your numbers. Chat with your finance data for real-time insights, variance explainers, and faster forecasts.

Seamless Integrations
Plug-and-play integrations with your ERP and banks, delivering real-time, audited finance data across AP, FinBeat, and FP&A.

Products

Cash Flow Analysis and Forecasting Tool

Accounts Payable Automation

FinBeat AI - Ask. Analyze. Act.

Benefits

Make cash flow predictable

Cleaner earnings, fewer surprises

Close faster, with confidence

Control without friction

Move invoices, not mountains

Fewer touches, happier vendors

About Us

Solutions

Ease of integration

Product & Services

Invotomate App - Cash Flow Analysis and Forecasting Tool (an Enterprise SaaS platform):

Finance Shared Services (a team of financial SMEs, F&A/FP&A professionals and analysts):

Fractional CFO Services

Cool facts about this app

Meet Our Team

Anubhav Chowdhary

Aasim Khan

Our Recent Blog Posts