*For CFOs, finance directors and controllership teams* # Close faster. Explain every number. > Wide Moat connects ERP, BI, documents and approvals in one AI workspace for finance. It helps teams automate recurring work while keeping evidence and human sign-off. ## Finance still spends too much time collecting files, reconciling versions, explaining variances and moving routine work between people. Point tools automate fragments but add new integrations, subscriptions and control gaps. - **Manual close and reporting** — Teams collect inputs, chase owners and rebuild recurring packs every period. - **Answers trapped in systems** — ERP, BI, contracts, invoices and email hold different pieces of the same question. - **Control cannot be delegated** — Automation must preserve evidence, approvals and clear escalation to a person. ## See the trigger, action, control and metric. ### Closing documents - **Trigger:** A closing document or invoice arrives. - **Wide Moat:** The agent checks completeness, extracts fields and reconciles the item with ERP data. - **Human control:** Ambiguous or non-compliant items go to an accountant with the source and reason. - **Measure:** Processing time and share completed without manual return. ### Variance explanation - **Trigger:** Actuals differ from plan or prior period. - **Wide Moat:** Wide Moat traces the change across approved data and prepares a sourced explanation. - **Human control:** Finance validates material drivers before publication. - **Measure:** Time to explain material variances. ### Month-end pack - **Trigger:** The reporting calendar reaches a close milestone. - **Wide Moat:** A workflow agent collects inputs, checks missing items and prepares the recurring pack. - **Human control:** The controller approves adjustments and the final management view. - **Measure:** Close duration and number of manual follow-ups. ## Connect existing systems. ERP, BI, Excel, document stores, procurement systems, email and approval workflows. ## Add the shared layer. A finance point tool automates one document or report. Wide Moat reuses the same ERP connection, identity, rules and skills across the assistant, closing agent and internal finance apps. ## Keep accountability. - Every answer keeps its source - Material actions require sign-off - Rights mirror source-system access ## Agree the KPI. - Days to close - Manual touches per document - Variance-analysis cycle time - Exception rate ## One function. Three steps. 1. Baseline one recurring process. 2. Connect only the data and documents needed for it. 3. Run in supervised mode and compare cycle time, exceptions and quality. ## Clear answers before the demo. **Does it replace ERP or BI?** No. Wide Moat works across those systems and adds an AI workspace, agents and applications on top. **Can an agent post without approval?** The policy is configurable. High-impact actions can remain draft-only or require named approval. **How do we prove value?** Compare the same process before and after launch: elapsed time, manual touches, exceptions and cost. ## See the finance workflow We will map the systems, human decision points, baseline and success metrics for the first workflow.