Delo provides an AI‑driven bookkeeping assistant that integrates with ERP, banking feeds, and email to automate transaction categorization and AP/AR matching. The system learns company‑specific policies and routes proposed entries to a human reviewer for approval before updating the ERP, reducing manual effort for finance teams.
Funding
Funding not disclosed
Founders
Product
Problem
Finance teams spend significant time on manual bookkeeping tasks such as transaction categorization and accounts payable/receivable matching, which limits scalability and forces reliance on spreadsheets and rule‑based tools.
Solution
Delo offers an AI‑driven bookkeeping assistant, named Finn, that connects to a company’s ERP, banking feeds, and email systems to automate routine finance operations. The platform learns organization‑specific policies, SOPs, budgets, and historical data to accurately categorize expenses and revenues without relying on simple rule‑based tagging. Finn performs AP/AR matching and proposes entries, then routes them to a human reviewer for approval before updating the ERP, ensuring control while reducing manual effort. By handling the “grunt work” and keeping a human in the loop, Delo enables finance teams to scale operations, eliminate spreadsheet‑driven processes, and focus on higher‑value analysis.
Target Audience
Primary customers are finance leaders and bookkeeping teams in mid‑size to large enterprises that use ERP systems and seek to reduce manual bookkeeping effort.
Features
- AI-powered transaction categorization that incorporates historical data, company policies, SOPs, and budgets
- Automated AP and AR matching with continuous learning of workflow patterns
- Seamless integration with existing ERP, banking platforms, and email inboxes
- Human‑in‑the‑loop review workflow that requires approval before committing changes to the ERP
- Real‑time notifications to finance staff when manual review or approval is needed
- Cloud‑based platform that synchronizes data, systems, and processes across the finance function