Explore AI for Finance

Name: leverX Company
Brand: LeverX
Rating: 4.9 (114 reviews)

Accelerate reporting, improve accuracy, and reduce compliance risk with SAP Business AI and Joule, implemented by LeverX inside your finance workflows.

Collaborating with an SAP Gold Partner provides access to resources and seasoned professionals, ensuring your project's reliability. Their expertise tailors SAP solutions for your unique needs, optimizing ROI and efficiency.

Partnering with an SAP Global Strategic Supplier goes beyond buyer-seller dynamics. They provide critical solutions for global operations, collaborate on product development, and drive strategic initiatives.

LeverX is a certified partner of the SAP Center of Expertise. This accreditation ensures our unwavering commitment to upholding SAP's highest standards. Our mission is to deliver excellence, providing unparalleled support, and facilitating the seamless integration of SAP solutions into your business framework.

Such companies help businesses solve complex problems, deliver exceptional user experiences, and drive digital transformation using design thinking and innovation expertise. They leverage SAP's best practices and cutting-edge tools to create user-centric solutions.

Finance teams perform best when numbers are reliable and available on time. SAP Business AI and the Joule copilot bring AI into the finance flow of work. Joule is designed to work within SAP Cloud ERP and SAP Cloud ERP Private, helping teams reduce manual effort, improve accuracy, and move from reporting to action with fewer handoffs.

LeverX implements these capabilities in core finance processes, including SAP S/4HANA and related SAP solutions. We focus on clean data foundations, clear governance, and automation that fits how your team closes, reports, controls spend, and stays audit-ready.

Faster close and more stable controls

Reduce time spent chasing exceptions and reconciling mismatches. AI helps teams spot issues earlier, standardize routines, and keep close activities moving with fewer late surprises.

Higher reporting accuracy with less manual cleanup

Automate the repetitive work that slows month-end reporting, including validations, classifications, and data checks. Teams spend more time reviewing results and less time fixing inputs.

Better cash flow and collections performance

Improve working capital by identifying risk earlier, prioritizing follow-ups, and reducing delays in matching payments and resolving invoice questions.

Stronger forecasting and decision support

Use predictive signals and scenario thinking to strengthen budgets, forecasts, and planning conversations. Finance gets more confidence in the “why”, not just the “what”.

Compliance that holds up under scrutiny

Support regulatory and policy requirements with more precise traceability, fewer manual steps, and more consistent handling of exceptions across processes.

SAP Joule supports financial workflows on two levels. Joule is the copilot interface that helps users ask questions, manage tasks, and receive quick, context-sensitive instructions within SAP. AI agents handle the execution layer, running multi-step financial workflows using controls aligned with your data access and governance model. Joule also provides the interface to launch agent tasks, review results, and advance work within a unified environment.

LeverX helps you deploy these capabilities in a way that your finance team can trust. We configure the access model, checkpoints, and workflow interaction points, then align everything with your SAP financial infrastructure to ensure results are actionable, manageable, and measurable.

How We Can Help

AI and process assessment

We map the finance workflows that consume the most time, identify where data and controls need attention, and define a rollout plan that prioritizes value and adoption.

SAP Joule implementation

We implement Joule in your SAP environment, configure permissions and governance, and connect it to the workflows and data sources your team relies on.

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Predictive analytics and forecasting

We improve forecasting with SAP Analytics Cloud (SAC), using predictive planning, scenarios, and driver-based views. Joule supports the workflow by helping teams ask questions, interpret results, and move from insight to action inside SAP.

Automation of financial operations

We streamline routine work across finance operations, including matching, exception handling, validations, and standardized handoffs across teams.

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Custom Joule agents development

When standard scenarios don't fit, we design agent workflows around your specific processes, approvals, and audit requirements.

Training and support

We train finance users and admins, then stay involved after go-live to refine performance, governance, and adoption as needs evolve.

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Why LeverX

Proven track record

For over 20 years, we have helped businesses worldwide succeed with SAP. We’ve already completed 1,500+ projects for over 900 clients, including top names on the Fortune 500 list.

Industry experts

The LeverX team comprises professionals with hands-on knowledge in 30+ industries. This helps us tailor finance AI to the realities of each industry, from revenue models to compliance requirements.

SAP partnership

We deliver end-to-end SAP implementations and stay closely aligned with SAP’s product roadmap. That helps clients adopt SAP Business AI and Joule capabilities with a cleaner fit in their SAP finance environment.

Quality and security

LeverX operates in line with ISO 9001, ISO 27001, ISO 14001, and ISO 55001. We bring that same discipline to finance AI, including access controls, governance, and traceability that hold up under audit.

Seamless AI integration

We focus on embedding AI into finance processes and SAP data flows, so teams can use it in the same place they post, reconcile, review, and report, without creating another toolset to maintain.

Flexibility

Our team is available 24/7, which enables us to quickly deploy projects, maintain process transparency, and adapt each development phase to meet your specific requirements. This supports global finance operations, fast pilots, and ongoing optimization after implementation.

FAQ

Which finance data sources does AI typically rely on in SAP landscapes?

Most value comes from core finance records plus the right master data, such as customer, supplier, G/L accounts, and product, along with approved policy and control documentation. The key is aligning with the sources of truth before you automate decisions.

How do you decide whether a workflow should be automated or kept human-led?

We look at risk, variability, and accountability. If a step has a high regulatory impact, many edge cases, or requires judgment, AI should support the user, not replace the decision. Lower-risk, repeatable steps are better candidates for automation.

How do you make AI outputs explainable for controllers and auditors?

Explainability comes from keeping outputs tied to the underlying records, rules, and thresholds that finance already uses. The goal is for users to see what drove the result and what evidence supports it.

Who owns AI in finance after go-live?

It works best with shared ownership: finance owns process outcomes and policy, IT ensures governance and security, and a small governance group manages changes, access, and performance reviews. Without an owner, even good setups drift.

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An expert will reach out to you to discuss your specific needs and requirements.
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We'll sign an NDA to ensure any sensitive information is kept secure and confidential.
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We'll work with you to prepare a customized proposal based on the project's scope, timeline, and budget.