AI CFO Workbench v1.39.0

Where finance teams and AI agents work together.

Built by CFOs who have lived this problem at scale.

Enso Logo
Enso
Summary
Contracts
4
Metering
8
Invoices
6
Revenue
3
Collection
5
Alex
Alex Controller
3 of 4 tasks
Enso Plan · INV-2198
Ingest 7.7M gateway logs
Match CTR-0041 SLA terms
Isolate INC-4829 retry storm
Draft $36k CM & NetSuite sync
Invoices / INV-2198 · Contract CTR-0041

Hooli Inc. API Platform Usage

$82,800.00 Disputed
Alex Alex (Controller)
Enso AI · 24 Agents in flight
Line Item Description Telemetry / Rate Amount
Enterprise Platform Subscription · 5M Included Requests
Verified
$18,000.00
Metered API Overage Disputed
2,700,000 excess calls across distributed ingress clusters
$24.00 / 1k calls
$64,800.00
Enso AI 3-Way Match & Telemetry Audit
CTR-0041 · 5M included · $24.00/1k
Source / Cluster Billing Window Logged Usage Variance Audit Status
CTR-0041 Quota Apr 01 – Apr 30 5,000,000 — Included Tier
gw-eu-west-1 Apr 01 – Apr 30 2,438,890 +1.6% +1.6% Verified
gw-us-east-1 Apr 01 – Apr 30 3,418,200 +79.9% +79.9% Incident Spike
gw-ap-east-1 Apr 01 – Apr 30 1,842,910 +2.4% +2.4% Verified
Agent #14 · Cash Match Just now
Matched $142,500.00 wire across 3 invoices (REM-4012 → NetSuite)
Trusted by finance teams at

Why Order to Cash breaks

Dashboards don't run operations. Passive views leave you with a massive manual click-tax

Modern B2B companies run usage-based, tiered, hybrid, and deeply negotiated contracts. But the systems haven't caught up. The end-to-end contract to cash process is fragmented. Contracts live in your CRM and PDFs. Usage data lives in product databases. Billing logic evolves in spreadsheets. Revenue recognition happens in your ERP. Amendments live in someone's inbox.

2 min diagnostic

How autonomous is your finance stack?

Hitting your business goals requires a 2-day close and zero leakage. Evaluate your system maturity across 10 core finance processes.

Level 1: Spreadsheet martyr
8–10 day close · 1–3% ARR leakage · Heavy click-tax
Level 2: Automation hybrid
Zapier band-aids · Custom amendments fracture
Level 3: Autonomous finance wizard
Continuous accounting · 2-day soft close · 0 click-tax
77% are stuck at Level 1 Target: Level 3
See where your firm ranks Free · Instant score · 80 edge cases

How Enso works

One AI-powered layer. Full order to cash process. Integrated into your current stack.

Autonomous agents ingest contracts from CRM, DocuSign, or PDFs, codifying complex SKUs, pricing schedules, and ASC 606 revenue rules into executable billing logic.

Extract SKUs and rev-rec terms from the Acme Corp MSA
AI Contract Extraction ✦ Processing

…The Customer, Acme Corp Ltd., agrees to an annual commitment of $120,000 for the Enterprise Annual plan, inclusive of a 15% volume discount. Tax registration number 27AABCU9603R1ZX. Revenue recognition over 12 months commencing January 1, 2025…

Extracted Fields
CompanyAcme Corp Ltd.
Tax ID27AABCU9603R1ZX
PlanEnterprise Annual
Commitment$120,000 / yr
Discount15% volume
Rev RecRatable · 12 mo
Start DateJan 1, 2025
AmendmentsNone

Continuous telemetry agents stream raw gateway events, audit against contracted minimums and tiered thresholds, and flag spike anomalies before bills are cut.

Show active meters and usage this cycle
Active Meters 4 synced
MeterTypeRateThis Month
API CallsUsage-based$0.001/req1,247,832 reqs
Platform SeatsFlat rate$400/seat12 seats
StorageTieredVaries342 GB
AI CreditsUsage-based$0.002/credit84,201 credits
API Calls usage 62% of cap
Storage usage 34% of cap

Generates 100% verified invoices on schedule with automated 3-way matching between contract terms, usage data, and ERP schedules—no spreadsheet gymnastics.

Generate the March invoice for Acme Corp
INV-2024-0341 Auto-generated
Acme Corp Ltd.
Issued Mar 1, 2025 Due Mar 31, 2025
DescriptionAmount
Inference API — 6,482,100 tokens @ $0.002$12,964.20
Fine-tuning — 840M tokens @ $0.001$840.00
Embeddings — 2,100,000 req @ $0.0001$210.00
Committed Use Discount (15%)−$2,102.13
Subtotal$11,912.07
Tax (18%)$2,144.17
Total Due$14,056.24

Executes rule-based performance obligation schedules, amortizes contract assets, and drafts compliant journal entries directly in your general ledger.

Recognize revenue for the Acme contract under ASC 606
Revenue Recognition ASC 606 · Variable
Acme Corp · #ENT-2025-001 $0.001/req · $100,000 annual min ($8,333/mo) · Jan–Dec 2025
MonthUsageRecognizedYTDStatus
Jan 2025 †6.2M reqs$8,333$8,333 Posted
Feb 20259.8M reqs$9,800$18,133 Posted
Mar 202513.4M reqs$13,400$31,533 Posted
Apr 2025~16M reqs$16,000$47,533 Forecast
Journal Entries · Mar 2025
Dr Accounts Receivable $13,400.00
Cr Revenue (API Usage) $13,400.00

Deploys contract-aware dunning journeys on open AR, reconciles bank feed remittances in real time, and flags disputed line items for one-click human resolution.

Which invoices are past due, and what's the follow-up?
Collection Journeys ● Running · 3 journeys
Acme Corp Ltd.
15 days past due · Reminder 2 sent, citing net-45 terms
$12,400 Auto
GlobalTech Inc.
Payment received · Reconciled in NetSuite
$8,200 ✓
Nimbus AI
Line item disputed · Journey paused
$4,500
Flagged for review

Nimbus AI disputes the overage charge. Contract §4.2: 2,000 API calls/mo included · metered usage 2,840 calls. Journey paused pending your decision.

Bypass the NetSuite click tax

Orchestrate complex configurations, invoice matching, and ledger audits with autonomous agents.

  • Intelligent ERP Orchestration: State intent in plain text while Enso AI navigates nested ERP menus, validates schemas, and posts verified entries.
  • Automated Reconciliation: Run pre-flight validations and continuous three-way matching across gateway logs, contracts, and invoices before numbers hit your ledger.
  • Private & Flexible AI: Run frontier models via MCP or fast open-source models so your financial data never leaves your secure infrastructure.
Learn about Enso AI →
Billing Setup via Chat ✦ Enso AI
Set up Initech LLC with customer alias initech and assign the Enterprise Usage plan starting tomorrow with API Requests priced at $0.05 per request and a $500 monthly minimum.
Checking entities...
Created Customer Alias: initech
Created Meter: API Requests ($0.05/req, $500/mo min)
Setup Summary
CustomerInitech LLC
MeterAPI Requests ($0.05/req · $500 min)
StartsTomorrow
View in NetSuite ↗
3-Way Match & Reconciliation ✦ Enso AI
I've uploaded this vendor bill PDF. Can you verify if it matches our open PO?
Parsing bill_initech_8921.pdf...
PO-2026-987 identified. Running validation...
Line ItemPO AmtBill AmtStatus
API Requests (240k reqs)$12,000$12,000Match ✓
Close Guardrails & Alerts ⚠️ Close Alert
Close Anomaly Detected (Month-End Close)

Contract ctr_xyz is marked 'active' but the SKU arrIncluded is set to 0. This is currently omitted from the ARR Dashboard.

Billing Cycle Notice

Customer GlobeX billing anniversary cycle was changed without a corresponding proration adjustment.

"

Salesforce and NetSuite start talking to each other. Invoices get generated on their own. RevRec is done without a problem. My team and I sleep better.

— Head of Sales Ops

Order to Cash, fully automated

Enso connects your existing finance tools, CRM, and ERP into a single continuous ledger-backed workflow.

01 Acquisition

Deal Capture & Sync

The moment a deal is won, contract details and client data sync automatically with zero manual entry.

Salesforce
HubSpot
Segment
Marketo
Salesforce, HubSpot, Segment, Marketo
02 Contract

Closes & Pricing Terms

Parse structured and unstructured contract terms into executable billing schedules and rules.

Pipedrive
Chargebee
Ironclad
Pipedrive, Chargebee, Ironclad
03 Metering

Usage & Event Ingestion

Ingest and aggregate high-volume consumption events and usage data from database sources.

PostgreSQL
MySQL
MongoDB
Snowflake
PostgreSQL, MySQL, MongoDB, Snowflake
04 Invoicing & Tax

Billing & Tax Calculations

Apply contract pricing models, aggregate usage, check discounts, and calculate tax rates globally.

Stripe
Avalara
Zoho
TaxJar
Clear
Stripe, Zoho, TaxJar, ClearTax, Avalara
05 Payments

Multi-Channel Processing

Collect global payments securely via cards, direct debits, and local bank transfers.

Stripe
PayPal
Adyen
Razorpay
Stripe, PayPal, Braintree, Adyen, Razorpay
06 Collection & Rec

Reconciliation & Dunning

Automate smart retry sequences for failed cards and reconcile bank payouts to invoices instantly.

Xero
Versapay
Tipalti
Sage
Xero, Versapay, Tipalti, Sage
07 Revenue Rec

ASC 606 & ERP Ledger

Amortize contract values automatically and post auditable journal entries directly to your ERP.

NetSuite
QuickBooks
SAP
Zoho Books
Tally
NetSuite, QuickBooks, SAP, Zoho Books, Tally
08 Reporting

Real-Time CFO Insights

Power custom dashboards with synchronized, clean, and real-time revenue performance data.

Tableau
Looker
Power BI
Tableau, Looker, Power BI

Enso in the real world

Multi-continent revenue operation

3 continents, multiple SKUs, Databricks and NetSuite

  • Codified spreadsheet-based billing logic into an executable system
  • Automated revenue entry processing end-to-end

Post-acquisition consolidation

3 acquired entities, 100+ financial services clients

  • Unified revenue recognition across separate legal entities
  • Normalized metering and contract terms
  • Transformed manual reconciliation into automated operational output

Revenue should be explainable, auditable, and predictable.

Enso is built with enterprise-grade security and compliance standards, giving finance teams the confidence to run mission-critical billing on top of it.

GDPR Compliant ISO Certified SOC 2 Certified
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