Finance AI Transformation

JET Realty

Transform your finance operations into a Self-Driving Finance Department ready for IPO

Explore the Solution

Executive Summary

Transform your 2-person Finance & Accounts team with AI-powered automation and intelligence

6
Months Implementation
20+
Specialized AI Agents
80%
Workload Reduction
IPO
Ready Finance Dept

Current State Analysis

Understanding the financial workflow challenges and transformation opportunities

Repetitive Tasks

35% of time spent on bank entries, GST drafts, petty cash, and reconciliations

Time-Consuming

30% of time spent on MIS preparation, audit checklists, and follow-ups

Error-Prone

20% of time spent on TDS/GST misclassification and invoice mismatches

Admin Overload

15% of time spent on expense claims, approvals, and document filing

SWOT Analysis

Strengths

Experienced team (Sanjay Panigrahi & Manish Neema), Strong compliance orientation, Reliable systems (Tally Prime, Winman)

Weaknesses

Manual spreadsheet-heavy processes, Siloed data across departments, No audit-ready documentation system

Opportunities

OCR and reconciliation automation, Predictive forecasting and dashboards, Self-service portals for internal stakeholders

Threats

Missed compliance deadlines, Team burnout during audits, Risk from undocumented approvals

AI Agent Portfolio

20+ specialized AI agents organized across 5 intelligent pods working seamlessly together

Phase 1: Foundation Agents

Quick Wins (Months 1-2)

Ops Automators Pod

  • Bank Reco Bot
  • Invoice OCR Bot
  • Vendor Advance Adjuster
  • Cash Snapshot Dashboard

Compliance Agents Pod

  • TDS Deduction Engine
  • GST Reconciliation Bot
  • Expense Verifier
Phase 2: Process Integration

Communication & Document Intelligence (Months 2-3)

Communication Bots Pod

  • Vendor Reminder Bot
  • Payment Advice Mailer
  • Internal Finance Chatbot

Document Intelligence Pod

  • Auto-Filer and Tagger
  • Policy Compliance Verifier
  • Audit Checklist Tracker
Phase 3: Intelligence Layer

Insight Engines (Months 3-5)

Advanced Analytics Pod

  • Dynamic Cash Flow Dashboard
  • Budget Variance Monitor
  • Profitability by Project Analyzer
  • MIS Dashboard Generator
  • Predictive Cash Flow Forecaster
Phase 4: Advanced Automation

Self-Driving Finance (Months 5-6)

Autonomous Intelligence

  • Audit Prep Intelligence Agent
  • Smart Contract Billing Engine
  • Revenue Recognition Validator
  • Expense Anomaly Detector
  • Self-Driving Finance Layer

Command Center Dashboard

Central nervous system providing complete financial visibility and control

Real-time P&L and cash position
Voice-triggered finance requests
Automated compliance calendar
One-click MIS reporting
AI audit logs with traceability
Integration hub (Tally, GST, Banks)

Business Impact & ROI

Quantifiable benefits and strategic advantages for JET Realty's financial operations

Financial Process Current State Post-Implementation Improvement
Bank Reconciliation Time 4 hours daily 15 minutes 94% reduction
Invoice Processing 3 days 3 hours 90% reduction
GST Return Filing 1 week 2 hours 97% reduction
MIS Report Generation 5 days 10 minutes 99% reduction
Audit Preparation 3 weeks 2 days 90% reduction
Vendor Query Response 24 hours Instant Real-time
TDS Calculation & Filing 2 days 30 minutes 95% reduction
Cash Flow Visibility Weekly updates Real-time Live tracking

Risk Reduction

Automated compliance and comprehensive audit trails

IPO Readiness

Advanced documentation and transparent processes

Scalability

Handle 3x transaction volume with same team

Data-Driven Decisions

Real-time insights and predictive analytics

Compliance Excellence

Zero missed deadlines and automated filings

Cash Optimization

Predictive cash flow and intelligent liquidity management

Implementation Roadmap

Phased rollout strategy transforming JET Realty's finance operations over 6 months

1

Quick Wins

Months 1-2

  • Bank Reco and Invoice OCR deployment
  • TDS and GST automation setup
  • Immediate productivity gains
  • Team familiarity building
  • Quick ROI demonstration
2

Process Integration

Months 2-3

  • Communication bots activation
  • Document intelligence deployment
  • End-to-end workflow automation
  • Vendor relationship improvement
  • Error reduction focus
3

Intelligence & Analytics

Months 3-5

  • Advanced dashboards and MIS
  • Predictive analytics deployment
  • Data centralization completion
  • Real-time visibility achievement
  • Strategic decision support
4

Self-Driving Finance

Months 5-6

  • Audit intelligence activation
  • Revenue recognition automation
  • Complete workflow optimization
  • IPO-ready operations
  • Full digital transformation

Risk Mitigation Strategy

Parallel Operation

AI agents work alongside existing Tally Prime and Winman processes

Gradual Handoff

Human oversight maintained with Sanjay and Manish leading transition

Rollback Capability

Can revert to manual processes if needed during implementation

Compliance Safety

All automation maintains statutory compliance requirements

Data Security

Bank-grade security for all financial data handling