Product positioning
CFO Copilot is not a “chat with reports”, but a financial analytical layer on top of accounting systems, BI, DWH and management reporting. It helps to quickly explain deviations, prepare comments on the plan-fact, find reasons for changes and collect management context from different sources.
RESTART is especially strong in this product due to its ERP/1C/SAP expertise: financial AI must understand not only the table, but also the origin of the data, accounting regulations, integrations, quality limitations and responsibility for management conclusions.
Benefits for the client
Close the reporting cycle faster
The finance team prepares clarifications, comments and answers to management questions faster.
Understand deviations
AI helps to find which divisions, items, contracts, periods or counterparties affect the indicator.
Reduce manual analytics
Less time is spent collecting explanations from different systems, files and correspondence.
Increase transparency
Each output must be associated with a data source, calculation, report, or responsible process.
What the module can do
Plan-actual and deviations
Explains changes in indicators, looks for reasons for deviations and prepares management comments.
Cash flow and receivables
Helps analyze cash flows, arrears, counterparties, obligations and forecast risks.
Reporting to management
Prepares draft explanations, period summaries, questions for data owners, and meeting materials.
Data quality control
Shows sources, limitations, incompleteness of data and areas where a financial specialist needs to check.
Integrations and data
| Source | Why is it connected? |
|---|---|
| 1C:ERP, 1C:UH, 1C:ZUP, 1C:Accounting | Accounting and management data, budgets, items, counterparties, documents and payments. |
| SAP, ERP, EPM | finance landscape of large holdings, planning, accounting, consolidation and integration data. |
| BI and DWH | Showcases, management reporting, historical performance and analytical models. |
| Files and regulations | Budget rules, calculation methods, comments from previous periods and management materials. |
How we implement it
Discovery
We fix the business process, data sources, user roles, information security restrictions, benefit criteria and the first scenario.
MVP
We launch the working module in a limited loop, connect data, roles, logs, interface and quality control.
Pilot
We test the effect on real users, set up rules, finalize integrations and prepare for operation.
Scale
We expand the module to new units, sources, roles and scenarios without breaking the platform core.
Limits and controls
CFO Copilot helps analyze and explain data, but should not become a legally binding financial decision-making system without approved regulations. For critical outputs, financial specialist review, source control, query logging, and a consistent access model are maintained.
Data under control
Sources, permissions, logs, and restrictions are fixed at the architecture level rather than added after launch.
Integrations
Modules connect to ERP, 1C, SAP, DWH, EDMS, Service Desk, GitLab, Jira, Confluence, portals and internal APIs.
Verifiability
Answers and actions should be explainable: sources, versions, logs, processing statuses and the responsible owner of the process.
Scaling
Each of the following scenarios uses the platform core: roles, models, RAGs, logs, connectors, and security rules.
AI Compute for the financial environment
Financial AI scenarios require controlled placement, access to ERP/1C/SAP/BI data, logs, role differentiation and a clear operational model. The infrastructure is designed along with the sources and rules for validating the findings.
Frequently asked questions
Is it possible to connect 1C and SAP at the same time?
Yes. The architecture is built around data sources and access rules, so the module can work with multiple systems.
Will AI count the indicators?
It can help analyze and explain metrics, but the formulas, sources, and responsibilities are captured in a consistent financial model.
Where to start?
Usually from one reporting scenario: plan-actual, accounts receivable, cash-flow or management commentary for the period.
Enterprise product packaging
CFO Copilot is delivered as a module of the RESTART AI Enterprise Platform: with a clear area of responsibility, business process owner, data model, integrations, roles, logs, pilot criteria and production plan. This is important for CIOs and CISOs: the module does not live separately from the corporate architecture, but is integrated into the IT landscape, security, operations and change management.
Business effect
Success criteria are formulated before the pilot: time, quality, reduction of manual workload, speed of response, completeness of data or controllability of the process.
Integrations
The module connects to customer systems: ERP, 1C, SAP, BI, DWH, EDMS, Service Desk, Git, portal, mail, documents and internal APIs.
Information security and compliance
The separation of roles, sources, loops, logs, and data is considered at the architectural level rather than added after launch.
Scaling
After the first successful scenario, the module can be expanded to new departments, documents, processes, users and regions.
How to show value per pilot
Select one process
Don’t try to automate everything at once: choose a process with an understandable pain, an owner and a measurable result.
Connect data
Collect a limited but real set of documents, applications, reports, code, regulations or historical requests.
Check with users
Conduct a pilot on working scenarios, collect feedback, adjust the quality of answers and control of controversial cases.
Design an production environment
Fix the architecture, roles, regulations, SLA, monitoring, support and development roadmap.
Let's discuss your environment
Describe the task, current systems, constraints, and expected results. We will offer a practical first step: diagnostics, pilot, audit, roadmap or project team.
