Unlock financial clarity
with smartAI

Simplify finance with precision-driven AI

Managing finances can be complex for membership organisations. 
Our AI-driven tools reduce errors, save time, and improve clarity.

Financial Analyser

Data-driven financial insights at your fingertips
Transform raw data into meaningful insights for simpler financial planning and reporting.

What this assistant offers: 

  • Identifies patterns and flags performance gaps
  • Scenario planning and forecasting for different outcomes
  • Enables custom KPIs to monitor financial health
  • Generates visual dashboards for clear financial reporting
  • Calculates profitability, liquidity, and efficiency metrics
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Finance & Payment Reviewer

Accurate, hassle-free payment reviews
Ensure error-free financial processes with this tool that spots discrepancies in payment data.

What this assistant offers: 

  • Payment run verification to match bank and accounting data
  • Automated bank reconciliation to find mismatched transactions
  • Supplier statement matching to confirm purchase records
  • Generates detailed reports for corrective actions
  • Helps you feel confident with your financial data
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Finance Guru

Expert financial guidance and UK compliance
Navigate complex financial landscapes with an assistant designed for strategic management and compliance.

What this assistant offers: 

  • Builds budgets and forecasts for long-term financial stability
  • Develops strategies to align business growth with finances
  • Business transformation and growth planning
  • Provides best-practice reporting and financial governance
  • Creates financial strategies to align with expansion goals
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Training Builder

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What this assistant offers: 

  • 1ST BULLET POINT PLACEHOLDER (Character length = X) 
  • 2ND BULLET POINT PLACEHOLDER (Character length = X)
  • 3RD BULLET POINT PLACEHOLDER (Character length = X)
  • 4TH BULLET POINT PLACEHOLDER (Character length = X)
  • 5TH BULLET POINT PLACEHOLDER (Character length = X)
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Exam Builder

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What this assistant offers: 

  • 1ST BULLET POINT PLACEHOLDER (Character length = X) 
  • 2ND BULLET POINT PLACEHOLDER (Character length = X)
  • 3RD BULLET POINT PLACEHOLDER (Character length = X)
  • 4TH BULLET POINT PLACEHOLDER (Character length = X)
  • 5TH BULLET POINT PLACEHOLDER (Character length = X)
Explore features

Seamless AI-powered workflows

A membership organisation integrates all three finance assistants: 

  • Financial Analyser evaluates profitability and trends
  • Finance & Payment Reviewer reduces manual payment errors
  • Finance Guru delivers strategic budgets and compliance

The result: 

  • Over 100 administrative hours saved annually
  • 75% reduction in reporting errors
  • Greater financial clarity for stakeholders

Ready to save time, cut costs, and empower your team to drive real growth?

smartAI is built on the best AI platforms, keeps your data secure, and offers tailored, plug-and-play workflows. It’s everything you need for faster, smarter operations - all in one place.


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