Patterns

A comprehensive financial data automation platform that leverages AI and seamless integrations to streamline finance operations and enhance accuracy.

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About Patterns

Patterns is an advanced financial data automation platform designed to help finance teams eliminate inefficiencies through AI-driven data reconciliation, cleaning, and analysis. It connects AI technologies like ChatGPT to real business data, enabling automated insights and actions. Users can create Slack bots to answer customer queries with existing documentation, add AI assist features to products, and more. Vega, Patterns' AI-powered finance partner, integrates smoothly with tools such as Excel, SQL, QuickBooks, Brex, Stripe, and operational systems like CRM and product analytics. It provides investor-ready reports, clarifies fluctuating metrics, automates transaction matching, and maintains detailed data trails for audit readiness.

How to Use

Connect your financial and operational systems to Patterns. Ask questions or select report templates for Vega to process. Vega generates reports, explains data changes, and enables corrections directly within your accounting systems.

Features

AI-powered automation of financial data processes
Intelligent financial controls and services
Automated reconciliation, data cleaning, and analysis
Seamless integration with finance and operational platforms

Use Cases

Analyzing revenue sources and drivers
Streamlining audit processes and due diligence
Creating Slack bots to answer customer inquiries using existing documentation
Producing investor-ready financial reports
Automating transaction reconciliation and data cleaning for finance teams
Adding AI assistance features to financial products
Modeling financial scenarios with integrated forecasts
Calculating detailed unit economics
Detecting anomalies and correcting data with one click
Reconciling invoices and payroll in real time
Automating cross-departmental financial reporting

Best For

ControllersAuditorsFinance teamsFinancial analystsAccountantsChief Financial Officers

Pros

Enhances audit readiness and compliance standards
Seamlessly integrates with existing financial and operational tools
Automates routine and complex financial tasks
Provides AI-powered insights and analysis
Boosts accuracy and minimizes errors
Offers clear explanations of financial data insights

Cons

AI reliance may necessitate human oversight
Pricing details might require direct inquiry
Initial setup and configuration may be needed

FAQs

Which systems does Patterns support integration with?

Patterns connects with financial tools like QuickBooks, Brex, Excel, SQL databases, banks, ERPs, and operational systems such as CRM and product analytics platforms.

What types of reports can Vega generate?

Vega produces investor-ready reports that link financial data with operational insights, explain metric fluctuations, and automate transaction reconciliation.

In what ways does Patterns improve audit preparedness?

Patterns creates a unified data source by integrating financial and operational data, enabling comprehensive data packages with full business context for auditors and investors.

How does the platform assist with financial analysis?

It automates data reconciliation, provides AI-driven insights, and generates detailed reports to support strategic financial decision-making.

Can Patterns help with real-time transaction reconciliation?

Yes, it automates the reconciliation of invoices, payroll, and transactions in real time, reducing manual effort and errors.