Platform capabilities

Everything your finance team needs. Automated.

OPERAFI brings together eight core finance operations capabilities in a single AI-powered platform. Each module works standalone or as part of a fully connected finance operations layer.

AI Accounting

Accounting that runs itself.

OPERAFI automatically processes incoming transactions, extracts data from documents, categorizes entries and maintains your books — without manual data entry. The AI learns your chart of accounts, cost centers and business rules to categorize with increasing accuracy over time.

  • Automatic transaction categorization
  • Document data extraction (invoices, receipts, bank statements)
  • Chart of accounts mapping
  • Continuous learning from corrections
  • Audit-ready bookkeeping records

AI Accounting

AI-powered module

Active

Key result

AI-powered

reduction in manual data entry

Automatic transaction categorization
Document data extraction (invoices, receipts, bank statements)
Chart of accounts mapping

+2 more capabilities

Accounts Payable

From invoice to payment — without the manual work.

OPERAFI automates the entire accounts payable cycle. Invoices are captured from any source, validated against purchase orders and supplier data, routed through approval workflows and prepared for payment — all without manual intervention.

  • Multi-channel invoice capture (email, upload, API)
  • Automated PO matching and validation
  • Configurable approval workflows
  • Duplicate invoice detection
  • Payment preparation and scheduling

Accounts Payable

AI-powered module

Active

Key result

faster invoice processing

Multi-channel invoice capture (email, upload, API)
Automated PO matching and validation
Configurable approval workflows

+2 more capabilities

Accounts Receivable

Get paid faster. With less chasing.

OPERAFI monitors your receivables in real time, identifies overdue invoices and automates follow-up workflows. The AI prioritizes collections based on risk and customer history, so your team focuses on the cases that matter.

  • Real-time receivables monitoring
  • Automated overdue detection and alerts
  • Configurable follow-up sequences
  • Customer payment history analysis
  • Days Sales Outstanding (DSO) tracking

Accounts Receivable

AI-powered module

Active

Key result

40%

reduction in overdue receivables

Real-time receivables monitoring
Automated overdue detection and alerts
Configurable follow-up sequences

+2 more capabilities

Reconciliation

Reconciliation in minutes, not days.

OPERAFI automatically matches transactions across bank statements, invoices and accounting records. Discrepancies are surfaced immediately with full context, so your team can resolve exceptions rather than hunt for them.

  • Automated bank-to-book matching
  • Multi-source transaction matching
  • Exception detection and flagging
  • Partial match handling
  • Full reconciliation audit trail

Reconciliation

AI-powered module

Active

Key result

High

match rate on standard transactions

Automated bank-to-book matching
Multi-source transaction matching
Exception detection and flagging

+2 more capabilities

Finance Workflows

Automate any finance process. No code required.

Build and automate multi-step finance workflows across systems, teams and approval chains. OPERAFI connects your finance processes end-to-end, eliminating manual handoffs and reducing the risk of errors in complex operations.

  • Visual workflow builder
  • Multi-step approval chains
  • Cross-system process automation
  • Conditional logic and branching
  • Workflow performance analytics

Finance Workflows

AI-powered module

Active

Key result

80%

of repetitive tasks automated

Visual workflow builder
Multi-step approval chains
Cross-system process automation

+2 more capabilities

Cash Flow Intelligence

Always know where your cash stands.

OPERAFI gives SMEs a continuously updated view of their cash position, upcoming obligations and projected cash flow. The AI identifies patterns, flags risks and provides actionable recommendations to improve cash management.

  • Real-time cash position dashboard
  • Rolling cash flow forecasts
  • Upcoming payment obligations tracking
  • Cash flow risk alerts
  • Scenario planning tools

Cash Flow Intelligence

AI-powered module

Active

Key result

100%

real-time cash visibility

Real-time cash position dashboard
Rolling cash flow forecasts
Upcoming payment obligations tracking

+2 more capabilities

AI Finance Assistant

Ask your finances anything.

The OPERAFI AI Finance Assistant lets your team query financial data in plain language. Get instant answers about cash flow, outstanding invoices, expense trends or any financial question — without building reports or waiting for month-end.

  • Natural language financial queries
  • Instant answers from live data
  • Trend analysis and anomaly detection
  • Proactive financial insights
  • Context-aware follow-up questions

AI Finance Assistant

AI-powered module

Active

Key result

< 3s

average query response time

Natural language financial queries
Instant answers from live data
Trend analysis and anomaly detection

+2 more capabilities

Process Optimization

Find and fix inefficiencies before they cost you.

OPERAFI continuously analyzes your finance operations to identify bottlenecks, redundant steps and optimization opportunities. The AI surfaces concrete recommendations so your team can continuously improve how finance runs.

  • Process bottleneck detection
  • Redundant step identification
  • Optimization recommendations
  • Process performance benchmarking
  • Continuous improvement tracking

Process Optimization

AI-powered module

Active

Key result

improvement in process efficiency

Process bottleneck detection
Redundant step identification
Optimization recommendations

+2 more capabilities

Built as one platform

All modules. One connected system.

Every OPERAFI module shares the same data layer, AI engine and workflow infrastructure. Data flows automatically between modules — an invoice processed in Accounts Payable updates Reconciliation, Cash Flow and Accounting in real time.

Shared data layer

All modules read from and write to the same financial data model. No silos, no duplication.

Unified AI engine

One AI model trained on your business data serves all modules — improving across the board as it learns.

Connected workflows

Workflows span modules automatically. An AP invoice triggers reconciliation, updates cash flow and posts to accounting.

Single audit trail

Every action across every module is logged in one place. Full traceability for compliance and review.

See OPERAFI in action.

Book a demo and see how OPERAFI can automate your finance operations.