Palo AltoOrange County
London
Singapore
Bengaluru
Kuala LumpurPrivate Tables for CFOs & Finance Leaders
Private Tables for CFOs & Finance Leaders
Conversations on finance workflows in the age of AI
Conversations on finance workflows in the age of AI
Scale Finance Operations Without The Manual Work
AI platform that automates AP, AR & Close as one autonomous process. Live in 4 weeks, connected to your ERP from day one.
Backed By
Notable Mentions
Bring Costs Down & Speed Up Your Workflows
Faster AP Cycle
DSO Reduction
Faster Month Close
Finance, at The Speed of AI
Finance, at The Speed of AI
Neo - Your Finance Chief of Staff
Your important tasks surfaced and contextualized just for you and your role. Neoflo resolves most tasks and highlights only what concerns you along with context.
Chat With All Your Docs
Chat directly with all your sources of information and get responses based on data cited in ERP, CRM and emails.
Agents for Each Operation
Agents trained for accurate extraction, payment matching, fraud detection and conflict resolution.
Highest Model Accuracy
AI models trained on financial data, giving highest accuracy in class at 1/50th the cost.
Fraud & Anomaly Alerts
Neoflo tracks patterns in vendor and customer behaviours, calling out anomalies proactively.
Neo - Your Finance Chief of Staff
Your important tasks surfaced and contextualized just for you and your role. Neoflo resolves most tasks and highlights only what concerns you along with context.
Chat With All Your Docs
Chat directly with all your sources of information and get responses based on data cited in ERP, CRM and emails.
Agents for Each Operation
Agents trained for accurate extraction, payment matching, fraud detection and conflict resolution.
Highest Model Accuracy
AI models trained on financial data, giving highest accuracy in class at 1/50th the cost.
Fraud & Anomaly Alerts
Neoflo tracks patterns in vendor and customer behaviours, calling out anomalies proactively.
The All in One Finance Operations Platform
One Source of Truth for all Finance Operations
Vendor & Customer Masters in One Place
AP, AR, and month-end close, together in a single view, connected to your ERP
Vendor & Customer Masters in One Place
AP, AR, and month-end close, together in a single view, connected to your ERP
AI Native from the first document
Neoflo's AI knows every line item & memo. Learns patterns and makes suggestions.
AI Native from the first document
Neoflo's AI knows every line item & memo. Learns patterns and makes suggestions.
ERP & CRM integration from day one
Native connectors for all major ERPs and comms tools. No ERP changes, no IT projects.
ERP & CRM integration from day one
Native connectors for all major ERPs and comms tools. No ERP changes, no IT projects.
Complete Audit Trail Built in
Neoflo tracks every action, line item, assignment and approval. Audit trail built in from day one.
Complete Audit Trail Built in
Neoflo tracks every action, line item, assignment and approval. Audit trail built in from day one.
AI Does the Work. Accountants Handle the Exceptions.
Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team
AI Does the Work. Accountants Handle the Exceptions.
Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team
AI Does the Work. Accountants Handle the Exceptions.
Ask for Forward-Deployed Accountants who own every exception, so nothing lands back on your team
2 Ways to Scale Your Finance Ops
2 Ways to Scale Your Finance Ops
Neoflo AI Platform
Pre-built integrations for automating AP, AR and Close tasks. Exceptions routed to your team to handle.
AI-powered AP, AR & Book Close
Real-time cash visibility
Audit-ready ledger
Platform + Dedicated Accountants
Dedicated accountants who handle all escalations and exceptions freeing up your team
Everything in AI Platform
Humans in the loop for disputes and escalations
Forward Deployed Accountants
Neoflo AI Platform
Pre-built integrations for automating AP, AR and Close tasks. Exceptions routed to your team to handle.
AI-powered AP, AR & Book Close
Real-time cash visibility
Audit-ready ledger
Platform + Dedicated Accountants
Dedicated accountants who handle all escalations and exceptions freeing up your team
Everything in AI Platform
Humans in the loop for disputes and escalations
Forward Deployed Accountants
Connect Seamlessly With All the Tools You Already Use
We don't ask you to change your system. Neoflo integrates bi-directionally with every ERP and teams communications tool.
CCPA
California consumer data privacy compliance.
VPC / SaaS
Private-cloud (VPC) or managed SaaS deployment options.
GDPR
EU data protection compliance built in from the start
ISO 27001
International standard for information security management.
SOC 2 Type II
Independent audit of security, availability & confidentiality controls.
256 Bit Encryption
Advanced encryption standards to protect sensitive data
Questions? We’ve Got Answers.
Still have questions? Contact us and we’ll help you out.
01
What does Neoflo do?
We run finance operations end-to-end — accounts payable, accounts receivable, reconciliation, and month-end close — handled by our team using agentic AI and human specialists. You hand us a process, we run it with SLA-backed commitments. You get outcomes (invoices processed, reconciliations done, close completed), not tools or licenses to manage
02
How is Neoflo different from a traditional BPO?
Software automates routine tasks like invoice capture, matching, and routing. But exceptions, broken workflows, vendor disputes, and everything that falls outside the rules still land on your team. Most companies end up hiring 2–3 FTEs just to manage the tool, and then have to worry about attrition and career growth. Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem. Do I need IT support or a big integration project to get started?  No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1
03
How is Neoflo different from AP automation software?
Most software handle routine automation cases. Neoflo does that too with its proprietary models covering over 90% of your scenarios. However, when exceptions land, instead of handing them to your team, Neoflo handles it for you with forward deployed accountants. This frees up your team to grow as Neoflo handles your financial operations.
04
How does AI work and how are mistakes handled?
Our platform uses agentic AI — purpose-built, proprietary models that extract, classify, match, and reason across documents at machine speed. We use a mix of foundation models (including proprietary document processing) tuned for tasks such as invoice extraction, 3-way matching, and transaction reconciliation. Every output is confidence-scored. High-confidence results process autonomously; low-confidence results are routed to human specialists who validate, correct, and feed their decisions back into the system so the AI learns from every correction. The result is 95%+ touchless processing with 99%+ accuracy on verified outputs. SLAs are risk-protected: if we miss them, you don’t pay full price
05
Do I need IT support or a big integration to get started?
No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1
06
How do you handle data security?
SOC 2 Type II certified and ISO 27001 aligned, with GDPR and CCPA compliance. We use TLS 1.2+ in transit and AES-256 at rest, tokenize PII at ingest, and enforce role-based access with MFA. There are data residency options (US, EU, APAC, or on-prem), complete audit trails retained for 7+ years, regular penetration testing, and 24-hour incident notification with forensics. Client data is never monetized, subprocessors are fully disclosed, and we process only what’s needed. Sample data is deleted if you choose not to proceed after a pilot
07
How does pricing works?
You pay per successfully processed unit — per invoice, per document. Not per seat, not per hour. You start with a pilot, measure the ROI, and scale from there
08
What makes Neoflo different from other providers?
Five things set Neoflo apart: 1. Built for human-assurance workflows. Finance operations can’t tolerate errors. The system is designed so AI handles volume and human specialists verify low-confidence cases, with every decision traceable. 2. Outcome-based, volume-linked pricing where you pay for output, not effort, and SLAs are built in from day one. 3. Enterprise-ready from the start, with support for major ERPs like SAP, NetSuite, and Oracle, and SOC 2 Type II compliance plus full auditability. 4. Expert leadership combining deep AI credentials with real-world finance and operations experience (ex-BCG, ex-KPMG, PhDs in AI). 5. Fast time-to-live: production in around 4 weeks, starting with a pilot on a single process so you see ROI before expanding
01
What does Neoflo do?
We run finance operations end-to-end — accounts payable, accounts receivable, reconciliation, and month-end close — handled by our team using agentic AI and human specialists. You hand us a process, we run it with SLA-backed commitments. You get outcomes (invoices processed, reconciliations done, close completed), not tools or licenses to manage
02
How is Neoflo different from a traditional BPO?
Software automates routine tasks like invoice capture, matching, and routing. But exceptions, broken workflows, vendor disputes, and everything that falls outside the rules still land on your team. Most companies end up hiring 2–3 FTEs just to manage the tool, and then have to worry about attrition and career growth. Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem Neoflo owns the entire process. Setup, operation, exception handling, compliance, and risk are all included in a single service fee. You get the output; how we produce it is our problem. Do I need IT support or a big integration project to get started?  No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1
03
How is Neoflo different from AP automation software?
Most software handle routine automation cases. Neoflo does that too with its proprietary models covering over 90% of your scenarios. However, when exceptions land, instead of handing them to your team, Neoflo handles it for you with forward deployed accountants. This frees up your team to grow as Neoflo handles your financial operations.
04
How does AI work and how are mistakes handled?
Our platform uses agentic AI — purpose-built, proprietary models that extract, classify, match, and reason across documents at machine speed. We use a mix of foundation models (including proprietary document processing) tuned for tasks such as invoice extraction, 3-way matching, and transaction reconciliation. Every output is confidence-scored. High-confidence results process autonomously; low-confidence results are routed to human specialists who validate, correct, and feed their decisions back into the system so the AI learns from every correction. The result is 95%+ touchless processing with 99%+ accuracy on verified outputs. SLAs are risk-protected: if we miss them, you don’t pay full price
05
Do I need IT support or a big integration to get started?
No. We don’t rip and replace anything; we plug into your existing setup. Clients can choose to integrate or manage system touch points manually. We ingest files in any format — PDFs, scans, emails, spreadsheets, EDI — from any ERP (SAP, Oracle, NetSuite, QuickBooks, Xero, Dynamics 365, Sage, etc.). Whatever your system produces, we take it as-is and start processing. No IT infrastructure changes, no middleware projects, and no burden on your engineering team. We work with what you have and deliver business value from Week 1
06
How do you handle data security?
SOC 2 Type II certified and ISO 27001 aligned, with GDPR and CCPA compliance. We use TLS 1.2+ in transit and AES-256 at rest, tokenize PII at ingest, and enforce role-based access with MFA. There are data residency options (US, EU, APAC, or on-prem), complete audit trails retained for 7+ years, regular penetration testing, and 24-hour incident notification with forensics. Client data is never monetized, subprocessors are fully disclosed, and we process only what’s needed. Sample data is deleted if you choose not to proceed after a pilot
07
How does pricing works?
You pay per successfully processed unit — per invoice, per document. Not per seat, not per hour. You start with a pilot, measure the ROI, and scale from there
08
What makes Neoflo different from other providers?
Five things set Neoflo apart: 1. Built for human-assurance workflows. Finance operations can’t tolerate errors. The system is designed so AI handles volume and human specialists verify low-confidence cases, with every decision traceable. 2. Outcome-based, volume-linked pricing where you pay for output, not effort, and SLAs are built in from day one. 3. Enterprise-ready from the start, with support for major ERPs like SAP, NetSuite, and Oracle, and SOC 2 Type II compliance plus full auditability. 4. Expert leadership combining deep AI credentials with real-world finance and operations experience (ex-BCG, ex-KPMG, PhDs in AI). 5. Fast time-to-live: production in around 4 weeks, starting with a pilot on a single process so you see ROI before expanding