Features that power the Moontrize Digital AI Finance Manager
A connected set of capabilities — not a feature soup. Every module is built on the same data spine, so insight in one workflow drives action in another.
Six modules, one finance brain.
These are the building blocks of the Moontrize Digital AI Finance Manager. They ship together and become more valuable the more you use.
AI Forecasting
Probabilistic forecasts for cash, revenue and OpEx with explainable drivers and scenario simulation.
Expense Intelligence
Auto-classification, duplicate detection and vendor benchmarking on every transaction.
Smart Budget Tracking
Roll-forward budgets, team-level guardrails and automatic variance routing to the right owners.
Smart Reports
Boardroom-ready narratives generated from live data, with citations back to source transactions.
Financial Alerts
Continuous monitoring of cash, FX, vendor and policy risk delivered to inbox, Slack or PagerDuty.
KPI Monitoring
A drag-and-drop workspace to share dashboards across finance, ops and the board.
Forecasts that learn from your business.
Moontrize Digital trains forecasting models on your own ledger and operational signals — not generic templates. Cash, revenue, OpEx and headcount forecasts roll forward weekly, with explainable drivers attached to every projection.
Run side-by-side scenarios in seconds, simulate hiring plans, pricing changes or churn shocks, and share the outcome with the board without rebuilding a single spreadsheet.
Probabilistic models
P10/P50/P90 ranges so you talk to the board in confidence intervals, not single guesses.
Driver explainability
Every forecast shows the top drivers and how much they contribute, in plain English.
Scenario library
Save, version and share scenarios. Roll back to last quarter’s assumptions in one click.
Continuous calibration
Models retrain weekly on the latest actuals so accuracy improves with every cycle.
Spot waste before it hits the P&L.
Every transaction that flows into Moontrize Digital is classified, deduplicated and benchmarked against your own history and anonymised peer data.
When a vendor unexpectedly spikes, when an invoice is paid twice, or when a team consistently exceeds policy, Expense Intelligence does not just record it — it routes the right alert to the right owner with a recommended next action.
Vendor benchmarking
Understand which contracts are above-market and which deserve renegotiation.
Duplicate detection
AI catches double-paid invoices and overlapping subscriptions across entities.
Policy guardrails
Spend rules, approvers and exception flows configured without code.
AR/AP intelligence
Predict which invoices will land late and act on it before cash slips.
Everything else you would expect — done well.
Smaller capabilities that quietly remove daily friction across the AI Finance Manager.
AI co-pilot chat
Ask the platform anything: “show OpEx by team for Q2” returns a chart, a number and a citation.
Multi-entity rollups
Consolidate ledgers across legal entities and currencies in real time.
Approval flows
Build budget, payment and reporting approvals visually — no admin tickets.
Audit trail
Every change, override and AI suggestion is logged for SOC 2 evidence.
Slack & email digests
Daily and weekly digests for finance, ops and execs, calibrated to their role.
Public API
A clean REST API and SDKs to push or pull any finance metric into your systems.
SSO & SCIM
Enterprise auth out of the box with SAML, OIDC and automatic provisioning.
Region-aware hosting
Pick EU or US data residency and keep your tenant isolated end-to-end.
Frequently asked questions
Are all features included in every plan?
The Growth and Scale plans of Moontrize Digital include the full AI Finance Manager. The Starter plan includes forecasting, expense intelligence and reporting; advanced governance features unlock at Scale.
Can we extend the platform with our own logic?
Yes. The public API, webhooks and embedded SQL workbench let your data team build custom logic without leaving the platform.
Do you offer mobile access?
Moontrize Digital ships responsive dashboards plus a focused mobile app for executives — perfect for approving spend or reviewing KPIs on the move.
Tour the full Moontrize Digital feature set.
A 30-minute walkthrough that covers forecasting, expense intelligence and AI reporting on your own data.