AI Automation

Syncbricks AI-Powered Financial Intelligence Platform

Automated, AI-generated financial statements and insights across every cost center.

Syncbricks – AI-Powered Financial Intelligence Platform case study
Syncbricks · AI Automation
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Client

Syncbricks

Product Overview

Syncbricks is an AI-powered financial intelligence platform built to automate business performance reporting for a multi-cost-center organization, replacing manual, spreadsheet-driven reporting cycles with a faster, more reliable process. Instead of finance staff manually pulling GL entries, budgets, work-in-progress figures, and employee records from ERPNext each reporting period, the platform collects and structures that data automatically and feeds it into an AI analyst that produces finished financial statements.

The platform uses AI to generate financial statements and insights automatically, giving finance teams a consolidated, up-to-date view of performance across cost centers without manual reconciliation. Once the numbers are structured, the AI analyst drafts full P&L reports with departmental breakdowns and executive recommendations, then delivers them by email, so leadership sees a finished report rather than a raw export waiting to be interpreted.

Tech stack
  • n8n
  • PostgreSQL
  • Supabase
  • Google Gemini
  • Next.js
  • Vercel
  • Gmail API
  • PDFShift API

What we delivered

  • Automated data-collection pipeline pulling GL entries, budgets, WIP, and employee records via n8n.

  • Gemini-powered AI analyst agent that turns raw financial data into P&L reports with departmental breakdowns.

  • Executive recommendation generation appended to each report based on the period's numbers.

  • Consolidated reporting layer replacing manual, spreadsheet-driven reporting cycles.

  • Automated report delivery in HTML and PDF straight to finance teams' inboxes.

  • Supabase/Postgres data layer connecting to ERPNext-sourced financial records.

  • Next.js dashboard, deployed on Vercel, for reviewing historical reports across cost centers.

Key Insights

  • Replaced a manual, spreadsheet-driven reporting cycle with an automated pipeline finance staff no longer have to assemble by hand.

  • Gave leadership a consolidated, up-to-date view of performance across every cost center instead of reconciling separate spreadsheets.

  • Cut the lag between period close and having a finished, decision-ready financial report in hand.

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