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Finance Intelligence

Finance figures read alongside the business behind them.

Finance Intelligence reads invoices, payments, spending and cash in their commercial context, so your finance team can see the customer, order or contract behind each figure.

Discuss your requirementsSee an example

Invoices, payments, spending and cash are connected.

Each figure links to its customer, order and contract.

Chase, wait or involve sales, with the reasons shown.

People approve, and the payment outcome is recorded.

What you get
01Context behind each figureEach invoice or payment links to its customer, order, delivery and contract.
02Unusual activity flaggedPayments that do not fit the normal pattern are raised with the evidence.
03A clearer cash pictureExpected cash reflects what is known about orders, deliveries and disputes.

How we deliver

Four stages, each ending with something you can see and review before the next one starts.

01

Connect

Link finance, payments, ERP, CRM and contract records for the processes in scope.

02

Link

Each invoice, payment and cost is tied to the customer, supplier or project it belongs to.

03

Recommend

Suggested next steps come with the evidence and the policy checks applied.

04

Record

Approved actions and their outcomes are kept for audit and for future decisions.

An overdue invoice with a reason behind it

A finance team is chasing an overdue invoice. It does not know that the customer's order arrived late and that the contract is up for renewal soon.

ExampleAnimated illustration
INVOICE INV-3302$42,800 · 21 days overdueOrder arrived 9 days lateContract renews next monthSUGGESTED ACTIONReminderInvolve account managerEXPECTED CASH, ADJUSTED

A first phase could cover

We agree scope with you before work starts. For this kind of request, a first phase usually covers:

  • Link overdue invoices to the orders, deliveries and contracts of the same customer
  • Suggest whether to send a reminder, wait or involve the account manager
  • Show expected cash adjusted for known delivery issues and open disputes

A typical project, described to show the shape of the work. It is not a specific client.

Scope something similar

The technology we build with

We pick tools around your existing systems, your team and how the product will be run.

Connects to
Finance systemsPaymentsERPCRMContractsBank feeds
Runs on
Your cloudOn-premiseEdgeOn-premise appliances
Works with models from
Frontier modelsOpen modelsSpecialised modelsModels hosted in your environment

Where this applies

The same engineering, shaped by the rules and realities of each sector.

Financial services

Raising transfers that do not fit a client's pattern before money leaves.

Manufacturing

Linking supplier invoices and costs to orders, shifts and production plans.

Retail and e-commerce

Matching payments and refunds to orders, deliveries and returns.

Logistics and supply chain

Linking freight costs and customer billing to the shipments involved.

Media and broadcast

Linking campaign billing to the ad spots that were actually delivered.

Healthcare

Showing staffing and supply costs beside the services they support.

Frequently asked questions

Does it replace our accounting system?

No. Your accounting and finance systems stay as they are. POLARIS IQ reads from them and links each figure to the commercial records held elsewhere.

Can it move money or change records?

Only if you allow it. Deployments typically start read-only. Any action, such as placing a hold, follows your finance policies and the approvers you name.

How are unusual payments raised?

It compares a payment with the normal pattern for that customer or supplier, links the evidence, and passes the case to the right person with a suggested next step.

Is financial data kept secure?

Access follows the rules of your finance systems, with permissions for every person and agent. You choose whether it runs in your cloud, on-premise or at the edge.

Another question? Email hello@hoki.co

See your finance figures in context

The first phase can start with one process, such as overdue invoices, and the systems that hold it.

Discuss your project
Start a project

Tell us what you want to build.

Share a few details about your finance Intelligence project. We will reply with questions and a suggested next step.

  1. What problem you want solved
  2. What you already have in place
  3. Any timing or budget you are working to
Start a project

Tell us what you want to build

A few details help us bring the right people to the first call.

What do you need help with?
Where are you today?
Prefer email? hello@hoki.co

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