SERENDIB FINANCIAL SERVICES
AI tools for finance teams

Keep Excel. Lose the busywork.

AI agents across the finance function: budgeting, monthly reporting, month-end close, deal review and investor reporting. Built by SFS and tested on real work.

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The problem

Most finance output is still a static report

In almost every finance team we see, the output is a document with little or no way to interact with the data behind it.

AreaThe status quoWhat SFS has built
Budget & forecastBuilt once a year in linked spreadsheets; actuals re-keyed by hand, so the reforecast is out of date when read.01 · Budget & reforecast agent
Monthly reportingThe pack takes days to produce, then management’s questions come back to finance one at a time.02 · Monthly accounts agent
Month-end closeRun from a checklist and chased by email. Nobody sees what is late until the deadline has passed.03 · Month-end close tracker
Deal appraisalDeal data re-keyed into models by hand; IC memos are fixed snapshots of one set of assumptions.04 · Deal funnel review agent
Investor reportingQuarter-end packs take weeks; investors get a static PDF and send questions back to finance.05 · Quarter-end investor reporting
Five tools, one finance team

Tools 01 to 03 are in use today at a multi-factory manufacturer, tested against its real monthly packs. Tools 04 and 05 were built with practitioners for real estate and private markets teams and are available to pilot. Every tool can be shown live on illustrative data.

01
In use

Budget & reforecast agent

A budget model the team can trust, flex and question.

  • One controlled Excel model. Numbers are typed only on input tabs; outputs are locked.
  • 79 automatic checks on every change, plus sign-off by input owner.
  • Flexes by business unit, site or customer. A new one is a new row, with no rebuild.
  • Weekly cash for 60 periods, with the overdraft drawn automatically.
  • Every dial gives instant feedback: move one and the P&L, cash and KPIs update straight away.
  • An AI budget analyst sets the dials for you, and never edits the model.

Live demo on illustrative data available on request.

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Budget & reforecast agent screenshot
Illustrative data
02
In use

Monthly accounts agent

Monthly accounts become a dashboard you can question.

  • Pack closed: finance sends the usual P&L and balance sheet pack, with no extra work.
  • Loaded and tied out: every GL line reconciled to the pack’s totals, formula breaks flagged.
  • Dashboard live: headline, KPIs, charts, summary P&L and balance sheet, and insights. Every KPI is customisable.
  • Ask anything: the agent goes back to the source data in your ERP or Excel accounts, so every answer has a full audit trail.

Live demo on illustrative data available on request.

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Monthly accounts agent screenshot
Illustrative data
03
In use

Month-end close tracker

A close calendar that chases itself.

  • Task-level timetable with owners and due times.
  • Automated reminders every morning and evening for overdue tasks.
  • Close by reply: “DONE T14” updates the tracker.
  • Leave cover sends tasks to the named stand-in.
  • Daily status email to the finance lead, and a full history of who closed what, and when.

Demo with sample tasks and roles available on request.

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Month-end close tracker screenshot
Illustrative data
04
Prototype · available to pilot

Deal funnel review agent

From raw deal data to an IC-ready model, in one pass.

  • IC model in your house template. Every number is a live formula, and formula tabs are locked.
  • Live dashboard: dials for rents, voids, capex, exit yield, hold and debt rerun the model instantly.
  • Ask the model: the agent runs cases, finds break-evens and sets up scenarios.
  • Open-data pull from a postcode: planning, EPC, rateable value, ownership and rates.
  • 67 automatic checks, and a first-stage review around 80% faster by our estimate.

Built with practitioners and tested on an anonymised office deal. Available to pilot; live walkthrough on request.

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05
Prototype · available to pilot

Quarter-end investor reporting

Run the whole quarter-end. Publish it live.

  • Data in from the administrator, property managers and valuers.
  • Checked: NAV rebuilt and reconciled, 26 checks and sign-offs.
  • Drafted: investor letter and commentary drafted for the portfolio manager to review.
  • Published live: an interactive investor dashboard, with a PDF on request.
  • Every figure traced to its source; each investor sees only their own account; covenant issues flagged before issue.

Built with practitioners on an illustrative fund; figures are not real. Available to pilot.

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Quarter-end investor reporting screenshot
Illustrative data
Where SFS fits

A layer on top of what you already have

ERPFP&A software suiteSFS tools
RoleRuns the ledger and transactionsA dedicated planning platformA layer on top of your ERP, Excel or data warehouse
Time to valueAlready in placeTypically months to implementWeeks
OutputStandard, mostly static reportsDashboards that often need specialists to changeInteractive: ask questions, flex scenarios
OwnershipIT-led changeVendor licence and specialist adminDesign, build, transfer: your team owns it
Data sourcesIts own databaseIts own platform; usually replaces ExcelExcel and/or any data warehouse

No IT project

Built on the Excel files, data and mailboxes you already use. Weeks, not quarters.

Controlled by design

Locked outputs, automatic checks, sign-off per input tab, and estimates labelled as estimates.

Private by default

Dashboards are shared only with named reviewers. Your data stays within agreed access.

Design → Build → Transfer. We design and build with your team, then hand over the tools, files and run-books. Your team runs them, with no lock-in.

See the tools live.

A 30-minute walkthrough on illustrative data, then an honest view of where they would save your team time.

Book a walkthrough