PAI it Forward
Home
Start your day with a live financial snapshot.
The Home view brings together cash flow, pending approvals, flagged anomalies, and upcoming reports — all in one place.
It’s powered by RunWAI’s structured finance model, so every transaction, invoice, and approval is tracked with full visibility.
You’ll know what’s urgent, what’s off, and what’s due — without logging into three systems or waiting for end-of-month reports.
Library
The Library is your centralized finance stack.
Transactions, vendors, invoices, and tagged workflows live here — filterable, searchable, and always audit-ready.
Each object follows a clear lifecycle — from Draft to Approved to Reconciled — giving you a clean view of where money is going and why.
Use AI prompts to flag mismatches, summarize costs, or prep reports — no spreadsheet wrangling required.
It’s finance infrastructure that thinks like a controller and works like a platform.
Overview
The Overview is where forecasts meet facts.
Use the Forecast Modeler to simulate budget scenarios and instantly see how changes affect cash flow, runway, or margins.
You can switch between time-based trends, Gantt-style timelines (for financial workflows), and geographic views (to monitor spend by location or vendor region).
All of it is backed by real-time object data — so you’re not guessing. You’re planning with confidence.
Get Clarity Fast. Ask the AI.
PAI It Forward Chat gives you immediate answers about your financial health — no spreadsheets, no delay.
Ask which invoices are outstanding, what’s due soon, or where anomalies might be hiding. The AI pulls directly from structured financial data — invoices, transactions, vendors, categories — and gives you clear, context-aware answers in seconds.
It’s like querying your accounting system with natural language and getting a controller’s insight back — all without breaking your flow.
AI Conversations That Manage the Books
PAI It Forward doesn’t just keep your records organized — it actively helps clean them up.
When there’s a missing link between a transaction and an invoice, or a field that needs clarification (like a reference number or category), the AI opens a structured chat to collect just what’s missing. You approve it. The system reconciles it.
This chat is powered by RunWAI’s structured lifecycle for finance objects — meaning everything stays accurate, auditable, and in sync.
Think of it as a virtual assistant controller that handles the follow-ups, reduces human error, and keeps your ledger spotless — one smart conversation at a time.
Real-World Scenarios
Finance Director
- Monitors financial health across accounts
- Investigates unusual spend patterns
- Plans budgets and recurring workflows
Controller
- Reconciles invoices and transactions
- Resolves errors and mismatches
- Generates reports for financial reviews
Startup CFO
- Keeps burn rate and spend under control
- Tests forecast scenarios before making calls
- Tracks key metrics with saved views