AI operating layer for finance teams

Finance teams that scale without hiring.

Brocket sits on top of your ERP and handles the routine — variance analysis, forecasting, reporting — so your team focuses on decisions, not data.

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Sound familiar?

The close

Days of manual work, reconciliations that never end, and errors that slip through.

The forecast

Finance never has enough time to work closely with every area manager and give them the support they need.

The financial review

Building the monthly financial review takes days of manual assembly.

Variance analysis

Variances get investigated after the close, when it's already too late to act.

There's a better wai.

An AI operating layer that sits on top of your ERP and runs your financial processes — faster, error-free, and hands-free.

Data Sources
ERPBudget dataInvoices repositoryBusiness transactional data
AI Training on Company Business Model
Brocket AI Operating Layer
Real time data accessVariance analysisAnomaly detectionForecasting
Variance intelligenceReport generationTeam onboarding
All interaction via Slack / Teams
Outputs
Instant financial answers
Fast & clean close
Hands-free forecast
Financial review — ready to present

Scailing up the Finance Team

FeatureWhat it doesTime savedPer
BUSINESS INSIGHTS
Real time data access
Any question about P&L, balance sheet, or transactions answered in seconds.
4–6 hrs
week
Collaborative forecasting
Reaches every manager automatically and consolidates responses in real time.
5–7 days
→ 24 hrs
SHORTEN FINANCIAL CLOSE
Variance analysis
Automatically identifies drivers of deviations from budget or prior periods.
2–3 days
month
Variance intelligence
Contacts cost center owners, attaches the invoice, consolidates explanations.
3–4 hrs
variance
Anomaly detection
Catches errors and unreconciled accounts before the close.
1–2 days
month
MONTHLY FINANCIAL REVIEWS
Report generation
Turns variance data into polished memos and board-ready narratives automatically.
4–8 hrs
report
TRAINING
Team onboarding
New analysts onboard in days. Brocket carries the institutional knowledge.
2–3 months
→ days
Total time saved per month+0 days

How it works.

1

Connect

Brocket securely connects to your ERP and existing data sources in days, not months. No migration, no disruption.

2

Configure

We map your chart of accounts, cost centers, and business logic. Brocket learns how your company works.

3

Run

Your financial processes run automatically. Your team gets answers, reports, and forecasts — hands-free.

Works with your stack.

Brocket connects to the tools your finance team already uses.

ERP
SAP
Oracle NetSuite
MS Dynamics
Communication
Slack
Microsoft Teams
Google Workspace
Reporting
Microsoft Excel
PowerPoint
Google Presentations

Your data is safe with us.

Security built for finance teams.

Read-only

Read-only access to your data sources

Three validation layers block any write to your databases. Spreadsheet edits happen only when you ask.

Encrypted

TLS in transit · AES-256 at rest

Every connection is encrypted. Databases, files and backups use AWS KMS keys.

Zero retention

Your data never trains AI models

Anthropic and Google process requests with zero data retention. Nothing is used for training.

Your control

Request full data deletion anytime

Chats, sources and all associated data — deleted within 30 days of your request.

Audit trail

30-day log of every query

Every request the analyst runs is traced for 30 days and available to you on request.

brocket

Ready to scale your finance team?

Real AI for finance teams. Up and running in days.

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