01
Reconciliation AI
Match bank, ledger, and payment transactions. Surface exceptions with the context your team needs to resolve them.
- Bank & GL reconciliation
- Intercompany matching
- Exception investigation
AI FOR THE OFFICE OF THE CFO AI agents for
AI agents for
finance &
accounting.
Connect the systems behind your numbers. Put AI to work on reconciliation, invoices, and reporting. Move from scattered records to clear, reviewable finance decisions.
Reconciliation Accounts payable Reporting & compliance
From your first transaction to your final review.
RocketFinance AIINTERACTIVE PREVIEW
Finance workspace Sample company
Analysis complete
Source-linked findings Human approval
EXPLORE A FINANCE TASK
Your finance stack.
The starting point for smarter work.
WHAT WE DO. HOW IT ALL FITS TOGETHER.
Your systems hold the data.
We help turn it into finance work.
Connect the sources. Add AI to the repetitive work.
Give your team the context to review and act.
WHAT WE CAN HELP YOU AUTOMATE
Specialist AI services.
Across your finance function.
Start with one repetitive task. Build toward a connected
finance operation, with your people in control.
02
Document & Invoice AI
Turn invoices, receipts, and financial documents into structured data, with checks before anything reaches your books.
- Invoice & receipt extraction
- Purchase order matching
- Duplicate invoice checks
03
Reporting & Analytics AI
Ask questions about your financial data. Explore cash flow, understand variances, and prepare management reporting.
- Cash flow & forecasting
- Budget-to-actual analysis
- Management report drafts
04
Compliance & Audit AI
Check transactions against your policies, flag unusual entries, and organize the evidence your reviewers need.
- Expense policy checks
- Unusual transaction detection
- Audit evidence preparation
05
Finance Workflow AI
Connect the steps between your finance tools. Route approvals, prepare recurring tasks, and track work through to completion.
- Month-end close coordination
- Approval routing
- AP & AR task automation
06
Custom Finance Agents
Plan AI agents around your accounting processes, data sources, and approval rules, starting with a focused use case.
- Finance process assessment
- ERP integration scoping
- Team-specific agent design
ONE FINANCE FUNCTION. MANY POSSIBILITIES.
Where can AI help your team?
AI IN YOUR DAILY WORK
See how AI moves
finance work forward.
Explore a workflow, from the first transaction
to the final human review.
THE SYSTEMS BEHIND YOUR NUMBERS
Keep your tools.
Connect your finance story.
Explore 39 finance-related marketplace listings across accounting, ERP, POS, payments, commerce, inventory, and e-invoicing. Tell us your stack; we’ll scope the data and workflows.
Catalog and logos sourced from the Reachware marketplace. These identify systems to explore, not live RocketFinance connectors or partnerships. Availability, access, and supported data flows are confirmed during scoping. Product variants are listed as shown in the source.
HOW WE WORK WITH YOUR TEAM
Start with one workflow.
Build a repeatable way forward.
A practical path from a finance pain point
to an implementation your team can review.
Discover your process
We map the manual work, source systems, exceptions, and approval owners. Together, we choose a focused first use case.
You get: a workflow map & defined scopeDesign the connections
We identify the available APIs or exports, map the data, and define the checks, permissions, and review rules.
You get: a data & integration planPilot with your team
We test the workflow against representative records. Your team checks matches, exceptions, and proposed outputs before rollout.
You get: a reviewed pilot & acceptance criteriaRoll out and improve
We introduce the approved workflow, monitor exceptions, and refine the process before expanding to another finance task.
You get: an operating playbook & next steps Human approval Source-linked evidence Defined access Exception monitoring
THE PEOPLE BEHIND ROCKETFINANCE
Finance judgment.
A clear direction for AI.
ROCKETFINANCE / LEADERSHIPPARTNER & FINANCE AI STRATEGIST
Iatzaz Hassan.
Connecting the priorities of finance teams with the practical possibilities of AI.
As Partner & Finance AI Strategist at RocketFinance, Iatzaz Hassan focuses on helping finance teams define where AI can make a meaningful difference—from reconciliation and invoice review to cash visibility and management reporting.
His role brings together finance process design, AI use-case selection, and implementation planning. He works with teams to shape a clear roadmap around their systems, data, and controls, with an emphasis on traceable outputs and human review.
Finance transformationAI strategy & adoptionWorkflow design
A LITTLE MORE CLARITY
Good questions.
Clear answers.
What is RocketFinance?
RocketFinance focuses on AI services for finance and accounting: transaction reconciliation, invoice processing, reporting, compliance checks, workflow automation, and custom finance agents. Start by identifying the process your team wants to improve.
Which systems can we explore?
Browse the accounting, ERP, POS, payment, commerce, inventory, and e-invoicing catalog below. It is sourced from Reachware’s marketplace for discovery. We confirm API access, available data, and the required workflow during scoping; these are not live RocketFinance connectors.
How does an implementation start?
We select a specific finance process, map the source data and approval owners, then design and pilot the workflow. Your team reviews the results against agreed acceptance criteria before rollout.
Does AI make decisions for us?
The design puts your team in charge. Agents prepare work and highlight exceptions; your people review and approve. All examples on this site use illustrative data.
Can I try the workspace?
Yes. Explore the example AI tasks at the top of this page, or create an account to run sample agents and view your own reports. These previews use illustrative data; service scope and integrations are discussed during a demo.
LET’S MOVE FINANCE FORWARD