Safebooks AI: Revolutionizing Financial Data Governance with AI

Safebooks AI is the world's first AI-native financial data governance platform, engineered to ensure 100% financial data integrity across all systems. Designed for finance leaders including CFOs, CAOs, and controllers, it automates critical financial processes such as Order to Cash, Procure to Pay, Tax Reconciliation, Fraud Detection, Expense Management, and Payroll Reconciliation with real-time oversight and intelligent validation. Built with a no-code interface, Safebooks AI enables rapid implementation—often within minutes—without requiring technical expertise, while maintaining strict data privacy through zero data externalization and compliance with SOC 1, SOC 2, and ISO 27001 standards. Its proprietary AI algorithms continuously monitor transactions, flag discrepancies, and generate smart workpapers for audit readiness, reducing month-end close time by up to 90% and minimizing errors and revenue leakage.

Key Features:

• AI-Powered Data Governance: Real-time monitoring and validation of financial data across all systems.
• 100% Data Coverage: Eliminates data sampling by reconciling every transaction without exception.
• Automated Reconciliation: End-to-end automation for Order to Cash, Procure to Pay, Payroll, Tax, and Expense processes.
• Real-Time Anomaly Detection: Identifies fraud, duplicate payments, ghost employees, and misclassifications instantly.
• No-Code Customization: Easily configure controls, workflows, and work-paper templates without development effort.
• Smart Workpapers: Automatically generates audit-ready documentation tailored to business processes.
• Cross-System Integration: Seamlessly connects with ERP, CRM, billing, payment gateways, HRIS, and finance platforms.
• Compliance Ready: Supports ASC 606, SOX, and VAT/Sales Tax compliance with built-in control frameworks.
• Fast Implementation: Deployable in as little as 10 minutes with no-code setup.
• Advanced Security & Privacy: Zero data externalization, SSO via OKTA and Google Workspace, granular permissions, and full data ownership retention.
• 30-Minute Live Demo: Accessible upon submitting a work email for personalized onboarding.
• Continuous Monitoring & Oversight: Ensures ongoing data accuracy and trust with real-time transaction review.
• Collaboration Tools: Facilitates seamless coordination between finance, sales, and operations teams.
• Industry Best Practices: Delivers a library of pre-built controls and ongoing support recommendations.

Pricing: Safebooks AI offers flexible pricing based on company size, data volume, and specific needs, with custom quotes available upon request. The platform is accessible through a free 30-minute live demo, allowing teams to experience its capabilities before committing.

Conclusion: Safebooks AI is a transformative solution for finance teams seeking real-time accuracy, audit readiness, and fraud prevention. With its powerful no-code AI engine, unmatched data coverage, and enterprise-grade security, it empowers financial leaders to close books faster, reduce risk, and build trust in their data—making it a must-have tool for modern finance operations.