AI agents for finance teams, every memo and report sourced before its meeting. } subtitle="Get back one document for each deal, close or review, with the points left for your call. Duale AI works through the data room, the ledger and the press in the background." primaryCta={{ label: "Plan your first use case with us", dialog: "contact" }} secondaryCta={{ label: "See the due diligence Task", href: "https://duale.ai/en/use-cases/finance/due-diligence.md" }} />

Your deal team gets one committee memo to check and decide on. Hand over the target, the data room and the committee date. One Task reads the press and each document family in focused branches. It extracts each contract's key terms on the way. [Follow the due diligence Task step by step](https://duale.ai/en/use-cases/finance/due-diligence.md).

**You hand over:** "Explain every variance to forecast above €50,000 in the September close, for Tuesday's review." **How the Task splits it:** one branch per line of the income statement reads the ledger extract, the forecast and last month's commentary. Code calculates each variance from your data through [Tools](https://duale.ai/en/product/tools.md). Your threshold and past commentary come from a [Library](https://duale.ai/en/product/libraries.md). A review branch then checks each explanation against its source entries. **You get back:** one row per variance, with its amount, main driver, source entries and status. **Illustrative example: the September close of Heron Supply, a fictional distributor of professional kitchen equipment.** | Income statement line | Variance to forecast | Main driver | Source entries | Status | | --------------------- | -------------------- | ------------------------------------------------------------------------------------ | ---------------------- | ---------- | | Revenue | −€70,000 | A €70,000 hotel order in Germany moved to October | 297 German order lines | Explained | | Freight costs | +€62,000 | Express deliveries for the Spanish orders placed before the October 1 price increase | 46 carrier invoices | Explained | | Payroll | +€58,000 | A bonus accrual booked in September; the forecast expected it in December | Journal entry 0917 | To confirm | | Marketing | −€61,000 | No invoice received yet for the Lyon trade fair | Purchase order 2291 | To confirm | **Your controller decides:** whether to confirm the two open lines, whether to accrue the trade fair, and what goes to the CFO.

**You hand over:** "Prepare the September sales review in our usual format." **How the Task splits it:** one branch per region calculates every figure with code, from your sales and finance data. Your report template sets the layout, and last month's report sets the comparison. Both come from a Library. **You get back:** every figure linked to its source rows, the commentary for your leaders and the points for your call. **Illustrative example: the September sales review of Heron Supply.** | Region | Revenue | Change from last month | Main driver | Source rows | | --------- | ---------- | ---------------------- | ------------------------------------------------- | ------------------- | | France | €2.41M | +6.2% | Two new restaurant-chain accounts in Lyon | 412 order lines | | Germany | €1.87M | −3.4% | A €70,000 hotel order moved to October | 297 order lines | | Benelux | €0.96M | +1.2% | Steady repeat orders | 158 order lines | | Spain | €0.74M | +12.8% | Orders placed before the October 1 price increase | 131 order lines | | **Total** | **€5.98M** | **+2.9%** | | **998 order lines** | **Commentary for your leaders.** September revenue reached €5.98M, up 2.9% from August. France and Spain drove the growth. Germany fell 3.4% because a €70,000 hotel order moved to October. For your call: does the October forecast for Germany include that order? **Your leaders decide:** the conclusions to draw and the forecast to set.

Code execution calculates every figure from your ledger and sales data. Your own code and MCP servers reach those systems. Web research reads the press. Every new close and review follows your templates and thresholds, and compares with the previous one. Store them once, with your past reports.

A standard Task costs €0.10 and a fast Task €0.20, excluding VAT, whatever the number of branches or the duration. [See pricing](https://duale.ai/en/product/pricing.md) Your model providers bill you directly for inference. Use the managed service, hosted in the European Union, or run the Platform in your own infrastructure. All stored data is encrypted, from Library files to database backups. Add agents as your teams and use cases grow. Duale AI does not reuse your content to train a model. [See subprocessors](https://duale.ai/en/legal/subprocessors.md)

## Finance questions ### Will our reports show results against budget Yes. Each line comes back with its budget and the gap. [See how Libraries keep your reference files](https://duale.ai/en/product/libraries.md). ### Will the commentary use our own definitions Yes. Every commentary uses your terms, such as your own definition of gross margin or working capital. [See what teams keep in Libraries](https://duale.ai/en/product/libraries.md). ### Can one review cover every entity in the group Yes. Each entity's figures come back beside the group total, so one review serves the group and each subsidiary. [See how Tools reach your finance systems](https://duale.ai/en/product/tools.md). ### Do our finance systems have to be open to the internet No. Your own code reads them from inside your network. [See how Tools reach your private systems](https://duale.ai/en/product/tools.md). ## Related content - [AI due diligence from press and data room to one memo](https://duale.ai/en/use-cases/finance/due-diligence.md) - [Sales: bids and briefs sourced before the deadline](https://duale.ai/en/use-cases/sales.md) - [AI agents for R&D, every claim sourced before your review](https://duale.ai/en/use-cases/research-and-development.md) - [Procurement: every supplier, invoice and bid checked](https://duale.ai/en/use-cases/procurement.md) - [Legal teams: every point quoted, ready for decision](https://duale.ai/en/use-cases/legal.md) - [Customer service: calls reviewed, trends traced to accounts](https://duale.ai/en/use-cases/customer-service.md) --- ## Sitemap See the full [Markdown sitemap](https://duale.ai/sitemap.md) for all pages.