CFO / Finance
Executive visibility and financial judgment
Executive-level visibility into your financial health
Executive overview
Financial insight
Budget vs actual
AI CFO chat
Platform architecture
The workflows finance teams actually use
Invoice control, close checks, and visibility in one workspace.
Operations
Daily execution without inbox chaos
Streamline daily accounting operations
Transactions
Invoice Generator
Automation Hub
Accounting
Close, reconciliation, and posting discipline
Month-end close and reconciliation made simple
Bank Reconciliation
Close checklist
Close health
Risk & compliance
Risk signals before they become reporting problems
Proactive risk monitoring and compliance controls
Smart alerts
User behavior
Audit log
Product surfaces
See the workflow before it reaches
Executive overview
Risk, cash pressure, and exception tracking in one view
Risk Band
Stable
Cash Pressure
Elevated
Monthly Payables
$94,860
Active Alerts
3
Weekly cashflow
LiveW1W2W3W4W5W6
AI CFO chat
Natural language questions across your finance data
What are our top 3 expense categories this month?
- Office Supplies - $28,400
- Cloud Services - $15,830
- Professional Services - $12,200
Ask anything about your finances...
Activity Log
0114:32: Email received
0214:33: AI parsed invoice
0314:33: GST validated (ATO rule match)
0414:34: Draft created in Xero
Draft accounting context
Account
Office Expenses
Tracking category
NSW Retail
GST status
Validated against configured rules before export.
Close management
Track close progress, manage checklists, and monitor health
65% completeIn Progress
Bank reconciliation complete
AR aging review
Accrual journal entries
Management review & sign-off
GST reconciliation review
Fixed asset depreciation run
Operating rhythm
How it works
The workflow is simple on purpose: connect the source, automate capture, surface insight, and keep the approval boundary clear.
01
Connect
Invoices arrive at a dedicated inbox. Attachments are queued for processing.
All attachments are hashed (SHA-256) before processing to prevent duplicates.
02
Automate
Line items, amounts, GST, and supplier data extracted in a structured format via OpenAI models.
OpenAI structured reasoning outputs normalized JSON for downstream validation.
03
Analyze
Validation against Australian GST rules and SHA 256 duplicate checks before any write.
Rule based GST classification aligned with ATO guidelines.
04
Control
Invoices create Xero Draft Bills. Receipts are logged and labeled for structured review, not automatically posted to Xero.
Full audit trail logging for every invoice.
Draft-first. Review before you post.
Take control before anything posts to Xero.
InvGress gives your team a validated, audit-ready workflow — so nothing slips through without review.