Finance & Accounting
Find the right finance policy and procedure in seconds.
Finance policy is precise, frequently amended, and read by people who are not in Finance. That combination produces a steady stream of interruptions — approval thresholds, expense rules, capitalisation questions — most of which have a written answer that is one version out of date wherever the asker looked.
What is our approval threshold for supplier contracts in Malaysia?
Contracts above MYR 250,000 require Procurement Committee approval; above MYR 1,000,000 they additionally require CFO sign-off.1 Multi-year agreements are assessed on total contract value, not annual spend.2
Illustration only. This exchange is a written example of how AIMY Expert behaves — not a recording of a live system, and not a claim about any real organisation's data.
Identical interface to every other department. Different knowledge, different access rights.
The controller is a human lookup service for delegation limits, and every wrong answer becomes an audit finding at year end.
These are real queries from comparable departments — not prompts written to demo well. If your version of this list looks different, that is the conversation to have.
Where the answers live
- What is the approval threshold for a supplier contract in this entity?
- How do we treat a three-year software licence — capitalise or expense?
- What is the cut-off procedure for accruals at quarter close?
- Which cost centre owns this spend category?
What Finance puts it to work on.
Not a roadmap — these are the areas this department already has documented, which is what makes them answerable on day one.
- Financial policies and approval limits
- Expense claims and reimbursement rules
- Purchase order and payment procedures
- Budget and cost centre guidelines
- Audit and compliance references
- Month-end and year-end closing procedures
Pre-release figures stay inside the close team
Unpublished management accounts and forecast working papers are visible to the close team and nobody else. The same assistant answers policy questions for the whole company without ever leaking a number that has not been released.
The boundary is applied when content is retrieved, not by instructing the model to keep a secret — a model told not to reveal something has still been shown it. AIMY Expert works with the access controls you already have in place.
What changes for Finance
- 0
- answers from a superseded policy version
- Versioned
- every figure carries its policy version and date
- Same answer
- at every entity and every desk
These are properties of how the deployment works, not projections. Where you want a performance target, we measure your own baseline first and commit against that.
What Finance retrieves, and what it never sees.
Each AI Expert answers from a defined knowledge scope, applied when the content is retrieved. Nothing on the right-hand side reaches the model.
Retrievable for Finance
- Finance policy manual
- Delegation of authority matrix
- Close checklists
- ERP master data
Withheld at retrieval
- Unreleased Q3 forecast excluded for this role
- Anything Finance cannot already open in the source system
Filtered before retrieval, not after generation — withheld content never enters the model context at all.
What Finance runs on.
The same foundation every other department uses. Nothing here is a finance-specific product — it is a finance-specific scope on a shared platform.
The rest of the organisation
Once Finance is live, the next department is a scope and an evaluation set — not another procurement cycle.
Administration
Ask once. Get the right policy, process, or form instantly.
Human Resources
Employees get instant HR answers, while sensitive records remain protected.
Marketing
Create faster using approved and trusted content.
Sales & Revenue
Help every salesperson perform like your best salesperson.
Start with finance & accounting, or start somewhere else.
We will tell you honestly which department gives you the strongest first deployment — sometimes it is not the one with the loudest business case.