Finance
Follow the finance process across systems, with the decision attached to every handoff.
Procurement, billing, payments and accounting each hold part of the financial process. The work between them often lives in separate integrations, exports and review queues. Nexus brings those handoffs onto one execution layer, carrying the source reference, applicable checks, approval and destination response together while your financial systems retain their own records.
- Processes in this department
- 20Processes in this department
- Systems they run across
- 15Systems they run across
- Customer stories
- 9Customer stories
- On your infrastructure
- Self-hostedOn your infrastructure
The work
What finance runs on Nexus
Purchase-to-pay coordination
Carry approved invoices and procurement exceptions through matching, coding and the required ERP action. Keep the document, discrepancy and finance decision connected as the work crosses systems.
Commercial agreement to collection
Connect the approved sales commitment to invoicing, payment context and follow-up. Return the relevant processing status to the team responsible for the customer relationship.
Payment and settlement reconciliation
Compare payments, invoices, marketplace activity and bank transactions under defined matching rules. Route unresolved differences to the finance owner with the references needed to investigate.
Close and reporting preparation
Assemble period data, reconciliations and reviewed adjustments into a traceable close process. Preserve the source and approval behind each released result.
Document and exception interpretation
Use a selected model where invoices, contracts or exception descriptions need to be read and interpreted. Connect the resulting proposal to the same validation and approval path as the rest of the process.
Consolidation
One layer, not one integration at a time
An export can complete successfully while the related posting is still waiting for review in another tool. Nexus connects those stages within a common execution model: versioned rules, explicit approval steps, recorded system calls and a defined exception path. Finance can inspect the run from source document to destination reference, identify the stage that needs attention and change the relevant workflow rule without reconstructing the process from separate logs and email threads.
Ownership
Where a person decides
The named finance owner approves actions that move money, reallocate payments or change posted documents. Procurement and contract owners provide the decisions within their remit, while routine checks and routing follow the configured policy. The workflow pauses at the required approval, records the decision and applies the reviewed action through a separate system step.
AI for finance operations Where a model is worth the call in this department, and where a rule already settles it.
20 processes
Finance use cases
Explore finance processes spanning procurement, billing, reconciliation, close and document review, each with its handoffs, approvals and execution evidence.
Public sector
Procurement exception handling
SAP + ServiceNow + Microsoft 365
Procurement and invoice exceptions reach a named owner, and SAP changes happen only after approval.
Financial services
Payment reconciliation and exception handling
Stripe + Xero + ServiceNow
Payments reconcile into accounting automatically, and mismatches become tracked exceptions.
Financial services
Invoice approval and procurement
Coupa + SAP + Microsoft 365
Invoices are checked against procurement records and approved before they are created.
Healthcare
Charge and invoice exception workflow
Oracle Health + SAP + ServiceNow
Administrative charge and invoice mismatches are resolved with approval before finance records change.
Enterprise
Order to cash across CRM, ERP and billing
Salesforce + SAP + Stripe
Won deals become orders and invoices without re-keying, with exceptions reviewed.
Enterprise
Procure-to-pay exception workflow
SAP + Coupa + Xero + ServiceNow
Invoice, procurement and payment exceptions are resolved with approval across four systems.
Enterprise
Marketplace sales to accounting
Amazon Seller + NetSuite + Xero
Marketplace activity is reflected in NetSuite and reconciled in Xero, with differences approved by finance.
Financial services
Subscription revenue reconciliation
Stripe + NetSuite + Xero
Billing events are compared with NetSuite and Xero, and differences are approved before correction.
Financial services
PayPal payment exception to service case
PayPal + Xero + ServiceNow
PayPal payment and subscription mismatches become approved, recorded corrections.
Financial services
Expense and budget governance
SAP Concur + SAP + Microsoft 365
Budget changes are checked against policy, approved and followed up in SAP with notification.
Enterprise
CRMConnect invoicing to accounting
CRMConnect + Xero
CRMConnect invoices are recorded and reconciled in Xero with exceptions approved.
Enterprise
Invoice reading and controlled posting
OpenAI + SAP + Microsoft 365
Incoming invoices become validated SAP posting proposals with unreadable fields and finance decisions kept visible.
Enterprise
Three-way match with proposed resolutions
SAP + Coupa + OpenAI
Accounts payable receives explained invoice, order and receipt discrepancies with a reviewable next action.
Enterprise
Anomaly review at financial close
SAP + Snowflake + OpenAI
Close reviewers receive a prioritized, explainable list of unusual balances and postings for investigation.
Financial services
Payment exception classification
Stripe + Xero + OpenAI + ServiceNow
Unmatched payments reach the appropriate finance queue with a proposed category and supporting references.
Enterprise
Contract terms against supplier invoices
OpenAI + Coupa + SAP
Invoice reviewers see specific differences between the supplier charge and the applicable contract terms.
Financial services
Sanctions and AML alert triage
ServiceNow + OpenAI + Snowflake + Salesforce
Analysts receive source-linked screening cases with a proposed disposition and the context needed to make their own decision.
Financial services
Payment hold review and release
Stripe + ServiceNow + OpenAI + Snowflake
A held payment reaches a named reviewer with its rule trigger, recent activity and a recorded release or confirmation decision.
Financial services
Underwriting referral pack
Salesforce + OpenAI + ServiceNow + Snowflake
Underwriters receive one source-linked referral pack showing the submission, exposure context and guideline conditions that require their decision.
Financial services
Chargeback and dispute response
Stripe + ServiceNow + OpenAI + Xero
Dispute owners receive an evidence-linked response draft for approval before submission through the authorized payment interface.
9 customer stories
Customer stories
These customer stories cover finance operations across aviation, retail, manufacturing, gaming, hosting and real estate.
Aviation
Invoice processing & cost analytics
How a regional airline turns scanned and multilingual supplier invoices into validated, classified cost data with a finance portal and grounded assistant on Nexus.
Retail
Accounts-payable automation
How a retail customer ingests supplier invoice annexes from email, validates them against contracts and books them to the invoice ledger with Nexus.
Manufacturing
Financial close analytics
How a manufacturing customer's shared-service finance team unifies journal-entry exports across entities and ERPs into close KPIs and a bilingual assistant on Nexus.
Gaming & Gambling
Payment reconciliation
How a betting & gaming operator reconciles internal transactions with payment-provider records on Nexus, with multi-pass matching, managed exceptions and role-scoped dashboards.
Gaming & Gambling
Supplier invoice reconciliation
How a betting & gaming operator verifies supplier invoice packages with Nexus: AI extraction with provenance, deterministic checks, analyst review and a full audit trail.
Aviation
Reservation-to-ERP invoice export
How a regional airline turns reservation exports, ancillary records and payment CSVs into reconciled, ERP-compatible XML invoice batches with a deterministic Nexus pipeline.
Hosting & network
Order-to-cash automation
How a hosting & network provider automates the path from emailed hardware request to quote, supplier RFQ, purchase order and stock update on Nexus, with every email held for approval.
Retail
National e-invoicing requirements
How a retail customer runs the full e-invoicing round trip on Nexus: generation, structured format, validation, tax authority exchange and exception handling.
Real estate
Contract intelligence
How an industrial real-estate operator uses a Nexus assistant to search tenant and supplier contracts, correlate obligations and surface contradictions with citations.
Systems in scope
What finance processes connect
Counted across the processes above. Anything outside a pre-built action runs through an API, protocol or database call, or as Rules + Code.
Talk to a solutions engineer
Bring one finance process you want to consolidate
We will map the handoffs it crosses today, where the approval belongs, which steps stay deterministic and what the run record has to show afterwards.
- Runs on your infrastructure, including air-gapped.
- Your systems keep their own records.
- Existing automation can be invoked rather than rewritten.
FAQ
Finance: common questions
- Does Nexus replace the ledger or procurement application?
- No. Existing systems retain their financial and operational records; Nexus coordinates the process between them and records the configured actions and decisions.
- We already have scripts, integrations and RPA; what changes?
- The consolidation target is the execution path: its rules, approval points, exception handling and evidence. Existing automation can be assessed for migration or invoked through a supported interface with the returned outcome attached to the run.
- What happens when an ERP operation has no pre-built action?
- The workflow can use the permitted API, protocol, database operation or Rules + Code, with the same approval and execution-record approach applied to that step.
- Where can we explore the model-assisted finance work?
- See AI for finance operations at /solutions/ai-for-finance for document reading, matching exceptions and close-review tasks within these wider processes.
Architecture session
Map your finance processes onto one execution layer
We will go through what you run today, which parts already work, and what consolidating the execution path would actually change.