Rethinking AI in Financial Services

Dot integrates AI in financial services with ERP, accounting, risk and compliance tools to automate workflows, enhance decisions, and optimize financial operations.

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Key Challenges in Finance Industry

Managing financial data by integrating with ERP tools for seamless automation.

Ensuring compliance through automated reporting with tax and audit tools.

Improving forecasting by enhancing predictions with FP&A tools.

Optimizing spend management using AI-driven automation with procurement and spend management tools.

How Dot Addresses These Challenges

Dot integrates with ERP tools such as SAP and Oracle, automating how financial data is collected, structured and accessed across systems.

Meeting regulatory requirements is complex. AI in financial services streamlines compliance and ensures accuracy. 

Automates compliance workflows, minimizes errors.
Integrates with audit and tax tools like Avalara and OneSource.
Ensures adherence to financial regulations with AI validation.
Mitigate risks of non-compliance with AI monitoring.

Accurate financial forecasting is critical for decision-making. Dot enhances predictions with AI insights and automation. 

Analyzes historical data and predict financial trends.
Integrates with FP&A tools like Anaplan and Adaptive Insights.
Identifies market patterns and risks with predictive analytics.
Automates financial modeling to improve accuracy.

Effective spend management ensures cost control. Dot helps businesses track, analyze, and optimize spending. 

Automates invoice processing and approvals, reduces delays.
Integrates with procurement tools like Coupa and SAP Ariba.
Identifies cost-saving opportunities and budget inefficiencies.
Provides predictive insights to optimize procurement strategies.

QNB Finansbank has redefined banking services by integrating advanced AI technology into its operations. By leveraging Dot's all-in-one AI platform, QNB Finansbank overcame challenges in data processing, regulatory compliance, fraud detection, and customer personalization, transforming its operational efficiency and customer satisfaction.

55%

faster financial insight generation across teams

48%

reduction in manual ERP-related tasks

43%

faster multi-currency processing with real-time accuracy

Data Analyst Agent

Dot’s Data Analyst Agent connects to financial systems, analyzes real-time and historical data, and provides actionable insights for better forecasting, budgeting, and risk assessment.

ERP Integration

Dot connects directly with ERP platforms to automate data extraction, reconciliation, and reporting. This reduces manual effort and creates a reliable source of truth across all financial operations.

Get Currency Agent

This AI agent pulls real-time exchange rate data, helps automate multi-currency transactions, and ensures accurate financial reporting across global markets.

“Dot’s AI-powered solutions have revolutionized how we manage compliance, detect fraud, and serve our customers. The speed and accuracy we’ve gained are unmatched, helping us deliver on our promise of innovative and secure banking."

— QNB Finansbank Representative

Why Dot?

Dot unifies AI models, intelligent agents, and seamless app integrations into a single platform, enabling businesses to streamline operations, analyze data, and automate complex workflows.

Its no-code customization and built-in optimizations empower financial institutions to enhance efficiency, ensure compliance, and improve decision-making using AI in financial services.