Patterns
Open siteCoding & Development
Introduction
Patterns enables users to effortlessly build powerful AI systems using reusable components.
Patterns Product Information
Patterns Data Systems is a transformative financial operations and reporting tool designed to make organizations audit-ready up to 10x faster. It automates manual tasks, consolidates fragmented data, and provides unified financial intelligence by transforming disparate data into a single, clean data model. The platform connects a wide range of ERP, AP, AR, bank accounts, EDI, order/payment systems, and inventory management tools to deliver real-time observability and automated reconciliation.
How it works
- Connect data sources across ERP (e.g., Sage Intacct, NetSuite, QuickBooks, Microsoft Dynamics 365), banks (Brex, JPMorgan, Mercury, Ramp), EDI systems (SPS Commerce, TrueCommerce), payment gateways (Shopify, Square, Stripe), and inventory systems (Fulfil, TradeGecko, Fishbowl).
- Patterns automatically ingests, cleans, and categorizes data into a unified model.
- Automated reconciliation and close: Patterns collects data, matches entries, and generates reports with minimal human intervention.
- AI Bot: An assistant connects to a data source, sets up data, analyzes data, and can perform tasks like reconciling accounts or providing SQL-based results.
Real-time Observability & Unified Financial Intelligence
- Centralized, single source of truth for all financial data.
- Real-time data cleaning and automatic integration across systems.
- Actionable insights and automated reporting to accelerate audit readiness and financial planning.
How to Use Patterns
- Connect a data source. Choose from Postgres, MySQL, Snowflake, or BigQuery and connect it to analyze data.
- Set up data. Define mappings, cleansing rules, and categorization for your financial data.
- Analyze & report. Generate reconciliations, close tasks, and standard financial reports with AI-assisted results.
- Review AI outputs. Validate AI-generated SQL queries and results; adjust as needed.
Features
- Automated data ingestion, cleaning, and categorization into a unified data model
- Broad connectivity: ERP (Sage Intacct, Netsuite, Quickbooks, Dynamics 365), banks, EDI, order/payment systems, and inventory tools
- Automated reconciliation and close driven by AI and human-in-the-loop review
- Real-time observability with a single source of truth
- AI Bot for connecting data sources, setting up data, and performing analyses (SQL-based)
- Scalable to enterprise data volumes with support for major cloud data warehouses
- Templates and guidance for financial reporting, operational dashboards, and management discussions
- Ready-to-use automation for monthly closes, cash reconciliations, and financial disclosures
Use Cases
- Fast audit readiness and accelerated financial close
- Consolidated financial reporting across ERPs and banks
- Automated cash and account reconciliations
- Real-time financial intelligence for decision-making and disclosures
Safety & Compliance Considerations
- Ensure data access is governed with proper permissions.
- Validate AI-generated analyses and SQL queries before publishing or distributing reports.
- Maintain data lineage and audit trails for financial audits.
Getting Started
- Schedule a demo to see live reconciliation and reporting in action.
- Prepare your data sources (ERP, banks, EDI, payment systems, inventory) for connection.
- Define your unified data model and reconciliation rules to begin automated closes.
Core Features
- Automated data ingestion, cleaning, and unified modeling
- Extensive system integrations across ERP, banks, EDI, and commerce/payments
- AI-assisted reconciliation and automated close processes
- Real-time observability and unified financial intelligence
- AI Bot for data connection, setup, and analysis
- SQL query generation and validation for data exploration
- Audit-ready reporting and management discussion support