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Finance Ai Lab

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Finance automation portfolio for month-end close, reconciliations, ERP data quality, VAT/EFD controls, MCP servers, and audit-ready reporting.

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Описание

Finance automation portfolio for month-end close, reconciliations, ERP data quality, VAT/EFD controls, MCP servers, and audit-ready reporting.

README

Practical finance automation projects for month-end close, reconciliations, ERP data quality, VAT/EFD controls, intercompany matching, and audit-ready reporting.

Built by Zahidah C. Murira — senior finance leader and finance automation builder with experience across multi-entity reporting, audit, tax, treasury, ERP migration, inventory costing, and operational finance.

Why this lab exists

Finance teams do not only need dashboards. They need controlled workflows that turn messy ERP exports, spreadsheets, reconciliations, tax checks, and close evidence into reliable management information.

This lab showcases practical finance automation work built around real finance problems:

  • monthly close delays
  • intercompany mismatches
  • ERP data quality gaps
  • VAT / EFD / tax control risks
  • audit evidence scattered across files and systems
  • manual reporting cycles that repeat every month

Featured repositories

1. Finance ETL Pipeline — Monthly Close Dataset

A production-grade finance data pipeline that automates monthly close reporting from raw ERP CSV extracts into validated curated data, BI-ready outputs, data quality exceptions, and an interactive HTML dashboard.

View project summary

Live repository:
https://github.com/Chezhira/Finance-ETL-Pipeline-Monthly-Close-Dataset


2. Finance AI Pack

An Odoo 18-first finance automation pack for month-end automation, VAT pack support, bank reconciliation, ledger checks, exception outputs, and close-control workflows.

View project summary

Live repository:
https://github.com/Chezhira/finance-ai-pack


3. FinOps MCP Server

A finance operations MCP server for connecting finance workflows, ERP data, reporting controls, reconciliations, and AI-assisted analysis through a structured tool layer.

View project summary

Live repository:
https://github.com/Chezhira/finops-mcp-server


4. Odoo 19 MCP Server

An Odoo-focused technical project exploring how finance systems can interact with AI tooling and external workflows through a structured MCP/server approach.

View project summary

Live repository:
https://github.com/Chezhira/odoo19-mcp-server


5. FinSight Lite - Finance Intelligence Dashboard

A control-first finance intelligence dashboard that turns raw ERP/accounting exports into validated finance marts, anomaly detection, KPI dashboards, and CFO-style commentary.

View project summary

Live repository:
https://github.com/Chezhira/finsight-lite


Finance AI Pack use cases

Some finance automation themes are better presented as use cases inside Finance AI Pack, not as separate standalone repositories.

View Finance AI Pack use cases

Use cases include:

  • VAT / EFD / TRA Control Monitor
  • Intercompany / Ledger Reconciliation
  • Audit Evidence Pack Generator
  • Finance Dashboards & KPI Pack
  • Bank Reconciliation
  • Month-End Gating

What this demonstrates

This lab demonstrates the intersection of:

  • finance leadership
  • accounting operations
  • ERP process design
  • data quality control
  • Python/data engineering
  • audit-readiness
  • reconciliation automation
  • practical AI/automation in finance

Who this is useful for

  • AI accounting startups
  • finance automation teams
  • CFOs and Controllers
  • ERP implementation partners
  • multi-entity businesses
  • inventory-heavy operations
  • agriculture, processing, distribution, and import/export businesses
  • teams moving from spreadsheet-based finance to controlled automation

Main website

https://www.chezsolutions.co.uk

GitHub profile

https://github.com/Chezhira

from github.com/Chezhira/finance-ai-lab

Установка Finance Ai Lab

У этого сервера нет опубликованного пакета — он собирается из исходников. Открой репозиторий и следуй инструкции в README.

▸ github.com/Chezhira/finance-ai-lab

FAQ

Finance Ai Lab MCP бесплатный?

Да, Finance Ai Lab MCP бесплатный — установка в пару кликов через Unyly без оплаты.

Нужен ли API-ключ для Finance Ai Lab?

Нет, Finance Ai Lab работает без API-ключей и переменных окружения.

Finance Ai Lab — hosted или self-hosted?

Self-hosted: сервер запускается локально на твоей машине командой из раздела установки.

Как установить Finance Ai Lab в Claude Desktop, Claude Code или Cursor?

Открой Finance Ai Lab на unyly.org, выбери вкладку своего клиента (Claude Desktop, Claude Code, Cursor) и нажми Install — конфиг сгенерируется автоматически, без правки JSON.

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