⚠ This page is a sample demo. All conversations and figures are fictional.
Soulsyncs ← Back to Top
Case Study — Back-office Automation
🔧 Full cloud automation — in active development

"What's our revenue this month?"
Answered instantly —
just send a message.

Connect your accounting data once, then ask "What's our profit?" or "Will we have enough cash next month?" via Telegram or WhatsApp — and get an instant AI-powered answer.

📋 An honest status update

This system is currently live and in active use within our own company. We're in the final stages of preparing the customer-facing version.
Specifically, direct accounting software integration (full automation) is currently in development, expected to complete in 2026.
We are happy to accept inquiries to "explore the system" or "discuss requirements" at this stage.

AI Assistant Finance Queries Telegram / WhatsApp Auto Reporting
Telegram — AI Finance Assistant
🤖
AI Finance Assistant
Online
What's our revenue and profit this month?
09:12
AIFebruary 2026 — Snapshot

📈 Revenue: $34,800
💰 Operating Profit: $6,800 (margin 19.5%)
💵 Cash on Hand: $124,800

Revenue is up +8.2% vs last month. Margin improved from 18.1% → 19.5%.
09:12
Are we going to be okay with cash next month?
09:13
AICash Flow Forecast (March)

Based on current trends, projected end-of-March balance:
$112,000 – $126,000

⚠️ A large payment (~$18,000) is expected around March 20.
I'd recommend confirming this in advance.
09:13
Type a message...
↑

* All conversations and figures above are fictional samples

Before — The Problem This Solves

The financial blind spots every owner knows

"How much do we have right now?" — no fast answer

Opening accounting software, navigating menus, running reports... by then the meeting is starting. You need the number now, not in 10 minutes.

Cash flow anxiety — carried alone

"Will we have enough next month?" is always at the back of your mind. Asking your accountant feels like admitting you don't know your own business.

Last month's numbers, this month's decisions

By the time the monthly report is ready, it's already too late to act on what it shows. You're always steering by looking at the rear-view mirror.

Features — What You Can Ask

Ask it anything about your finances

Via Telegram or WhatsApp. No need to open accounting software.

01

Instant revenue, profit & balance queries

"What's this month's revenue?" "What's our current cash position?" "What's the profit margin?" — ask in plain language, get the number instantly.

02

Cash flow forecast (3–6 months ahead)

Based on historical patterns, the AI projects how much cash you'll have 3 months from now — and flags if a cash shortfall is likely before it happens.

03

Profit by business unit

"Which division is most profitable?" — answered instantly. Know where to invest and where to cut, without waiting for a management report.

04

Expense alerts & anomaly detection

"Personnel costs are up 30% vs. last month." "Spending with this vendor has doubled." The AI flags unusual patterns automatically — before they become problems.

⚠ Current limitation: At this stage, loading accounting software data (e.g., QuickBooks, Xero, FreshBooks) requires a monthly manual import. Direct API integration (full automation) is currently in development. Contact us for details.

Results — Used Internally at Soulsyncs

How we actually use it ourselves

Instant
"What are our numbers this month?"
answered from anywhere, immediately
Every morning
Daily cash balance delivered
automatically at 8am
24/7
Check financials at midnight,
on a flight, between meetings
Contact

Just reach out. That's all it takes.

Interested in exploring this or discussing your requirements? We'd love to hear from you.

Free consultation & demo
Reply within 3 business days
No pushy sales

We'll reply within 3 business days