Explore the full range of software solutions we offer.
Below are the services we offer to help you begin leveraging software solutions adopted by firms in The City of London, to ensure you do not miss out on the digital transformation age.
Invoice Processing Automation
Smart Credit Control Apps
Lightweight CRM
Business Finance Chatbot
Automated Financial Reporting
Database Development and Admnistration
Business Finance Chatbot (LedgerChat)
Using established RAG practices, and numerous AI capabilities.
End users can write a prompt regarding the businesses private data into a chat bot developed by our team, and they will receive an accurate natural language response.
Prompts examples are listed below
• "What’s the outstanding balance for Client X, and when did we last contact them?”
• “Total travel expenses claimed in April?”
• “Which clients haven't paid in the last 30 days?”
Our LedgerChat product also allows for AI-specific SMART QUERIES.
• “Highlight anomalies in last quarter’s expense patterns.”
• “Predict which clients are likely to delay payments based on history.”
CRM Application
Our lightweight CRM App easily integrates within the Microsoft ecosystem and can be accessed from within MS Teams. A CRM allows you to consolidate all of your communication records with clients, offering convenient access to this information. Additionally, tracking your communication with clients, allows you or your business to provide a more personalised approach.
Why are traditional CRM’s not suitable for all businesses?
• Cost reasons. Cost rack up quick.
• You have to adapt to the CRM. Power Apps adapts to the business owner.
• Traditional CRMs can have poor integration with other systems.
Credit Control Module
Developed by a solution architect with deep domain expertise, this app empowers your team to stay on top of receivables, prioritize collections, and improve cash flow visibility.
Key Features:
• Customer risk scoring & dispute logging.
• Flags any payments that are overdue.
• Send automated payment reminders.
Invoice Processing Automation
Eliminate manual data entry and reduce errors with our automated invoice processing solution. Built with Roma Intel's Deep Learning model, this solution automates invoice processing, and authorisation. Saving hours of administration time and improving payment cycles.
Key Benefits:
• Real-time processing using HTTP and API calls
• Integration with ERP systems and cloud storage
• Reduced processing times and operational costs
Financial Report Automation
Generate complex financial reports in seconds. Our solutions automate your reconciliations, consolidations, and month-end reporting, letting your team focus on strategic decisions, not spreadsheets.
Key Benefits:
• Customizable report templates
• Automated reconciliation workflows
• Audit-ready outputs with zero manual intervention
Transferring Legacy MS Excel Reports to Power BI
I have transferred reports of various sizes from Excel to Power BI, which consisted of reading complex excel formulas and identifying data sources.
Having successfully migrated reports created by actuaries and former IT managers, I ensure a smooth transition to Power BI, regardless of the report's size or complexity.
Roma Intel operates as a Software-as-a-Service (SaaS) provider. Our applications are powered by proprietary AI models.
As a cloud-based platform, continued access to our products, including the automated invoice processing system and LedgerChat. Is offered on a subscription basis.
These services are bundled to provide firms with a unified, AI-driven solution for transforming financial operations.
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Romi_Heer@RomaIntel.com | Instagram @Roma.Intel
Opening Hours: 9.30am to 5.30pm - Monday to Friday
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