# Finance

Canonical: https://usehai.ai/use-cases/finance

Markdown: /use-cases/finance.md

Description: Use GL, ERP, CRM, and payment data to prepare bookings, board memos, reconciliations, and finance research. Hai connects the relevant tools, context, and team channels so finance teams can move work forward.

Page: Finance use case.

For: Finance teams that need AI-native workflow support.

Hai can: Prepare finance work from connected company context while keeping sensitive actions behind approval.

Use GL, ERP, CRM, and payment data to prepare bookings, board memos, reconciliations, and finance research.

Audience: Finance teams

Example: Pull Stripe, HubSpot, and ERP data into a board-ready revenue memo.

## Workflow

- Collect source data
- Compare deltas
- Draft memo
- Prepare booking
- Post summary

## Workflow Plays

- **Revenue booking prep**
Trigger: A Stripe payment lands or a renewal closes in CRM.
Hai reads indexed integrations across Stripe, HubSpot, ERP, and Slack, compares contract context to accounting policy, and prepares the booking fields for finance review.
Outcome: Draft ERP booking with source links, account, date, amount, and risk note.
Principles: Knowledge, Connected, Security + Compliance
- **Month-end exception sweep**
Trigger: Scheduled close heartbeat before the finance review.
Hai scans unreconciled payments, stale receivables, missing invoices, and unusual deltas, then creates a focused task list instead of another spreadsheet dump.
Outcome: Close checklist with owners, open questions, and audit trail.
Principles: Proactive, Personal UI, Security + Compliance
- **Vendor invoice coding**
Trigger: A supplier invoice arrives by email or shared files.
Hai uses document conversion skills, prior vendor memory, accounting policy, and browser research when needed to prepare coding suggestions and flag VAT or approval issues.
Outcome: Invoice coding draft ready for review before posting.
Principles: Knowledge, Connected, Security + Compliance
- **Board finance artifact**
Trigger: Weekly or monthly board packet preparation.
Hai combines GL, CRM, pipeline, cash, and support context into a live artifact or widget so leadership can inspect assumptions before the memo is shared.
Outcome: Board-ready finance view with charts, notes, and decisions.
Principles: Personal UI, Multiplayer, Knowledge

## Example Agents

- Revenue analyst
- ERP researcher
- Board memo drafter

## Relevant Integrations

- Stripe
- HubSpot
- ERP
- Slack
- Google Sheets