AI that prepares your books, your taxes, your contracts. You sign.
The Finance and Legal departments that do the analysis. You do the filing. Sidian drafts the close, the tax checklist, the contract review, the audit prep. High-risk actions are gated. The AI drafts; the human signs.
The challenge
You have a monthly close process. A quarterly board package. An annual audit. A tax filing calendar. A bank reconciliation process. A vendor payment process.
You do not have an AI operator who can prepare the close, draft the board package, prepare the tax checklist, draft the audit response, categorize the expenses, or flag the anomalies.
You need a system where the AI prepares the work, the human reviews the work, the human signs the work, the evidence is preserved, the audit trail is exportable, and the risk register is updated.
How Sidian helps
The Finance department
Finance drafts the revenue analysis (from CSV/manual entries), the expense categorization (deterministic, conservative), the tax checklist (per jurisdiction), the accountant-ready report (with evidence citations). The CFO approves. The filing is human-signed.
The Tax department
Tax prepares the tax checklist for the CFO, the tax-ready report for the accountant, the quarterly estimated tax payment reminder, and the year-end tax projection. The CFO approves. The filing is human-signed.
The Legal department
Legal drafts the contract review (against the company's policy), the policy compliance check, the regulatory checklist (per jurisdiction), and the audit prep report. The GC approves. The legal advice is human-signed.
The risk register
Every Finance, Tax, and Legal action is recorded in the action log + the evidence ledger + the event store. The risk register is updated automatically. The CFO and the GC have one source of truth.
A day in the life
- 8:00 AMThe CFO opens Sidian. The Finance department has produced a daily finance brief: 12 transactions to categorize, 1 vendor payment pending approval, 1 tax reminder, 1 audit prep item.
- 9:00 AMThe CFO reviews the 12 transactions. The Finance agent's expense categorization is conservative. The CFO approves 10 of 12. The CFO overrides 2.
- 11:00 AMThe CFO reviews the tax reminder. The Tax department has produced a checklist for the quarterly estimated tax payment. The CFO approves. The Tax department drafts the payment request. The CFO approves. The payment is human-signed.
- 2:00 PMThe CFO has a 1-hour call with the auditor. The audit prep report is ready. The CFO shares the report.
- 5:00 PMThe CFO signs off. The Finance department drafts tomorrow's brief.
The numbers
"We are a regulated fintech. Sidian runs the Finance and Tax departments. The AI drafts the close. The AI drafts the tax checklist. The AI drafts the audit prep. The CFO signs. The audit trail is exportable. The regulator signs off."
— Composite CFORelated department packs
See Sidian run this use case for your team.
Book a 20-minute demo and we will map the right department pack to your workflow. Or start free on Starter and upgrade when you are ready.