Ask anything about your ERP, AR, or cash position. Get reports, decks, and proactive alerts — without your data leaving your network.
You asked:
“Show AR aging, flag invoices over $10K past due, and prep a deck for Monday”
WealthSight found:
3 overdue accounts with overdue invoices totaling $847,500
Works with your finance stack
Every close, every report, every alert — slower than it should be.
No single source of truth for cash, AR, or variance.
Overdue invoices and budget overruns found after the damage is done.
Hours on manual pulls instead of analysis.
No consultants. No 6-month implementation.
SAP, Oracle, NetSuite, bank feeds. Cloud or on-prem.
SAP • Oracle • NetSuite • Plaid
"Show AR aging and flag invoices over $50K past due."
Ask → Analyze → Report
Every output reviewed by you. Nothing leaves your network.
Preview → Edit → Approve
Turn any question into an ongoing alert.
Alerts • Reports • Decks
Everything a modern finance team needs — and nothing it doesn't.
SAP, Oracle, NetSuite, Dynamics, Plaid. Cloud or on-prem.
Ask like you'd ask an analyst. No SQL, no dashboards.
Runs on your machine. Data never leaves your network.
CFO-ready PowerPoint and Excel output, on demand.
24/7 monitoring for AR, cash, variance, and covenants.
SOC 2, encrypted credentials, read-only by default.
From AR to close — automated, monitored, reported.
You asked:
"Flag invoices over $10K past 30 days and send me a daily collections summary."
Outcome
Daily AR brief with prioritized collection list.
These are examples. If you can describe it, your analyst can do it.
Tailored to your size and stack. No hidden fees.
Pricing scales with usage. No surprises.
Direct line to our team during onboarding and beyond.
New features and connectors ship regularly — all included.
We connect your systems and configure your alerts.
30-minute call. Live demo tailored to your stack.