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Patterns

AI‑Powered Financial Preparedness

Streamline audits, ace due diligence, and gain operational leverage with AI and expert support.

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Vega: Your AI-Powered Finance Partner

Leverage the tools you already use. Vega integrates with your existing finance stack—Excel, SQL, Quickbooks, Brex, Stripe, etc.—and key operational systems (CRM, product analytics) to deliver:

  • Investor‑ready reports connecting financial *and* operational performance
  • Clear explanations for fluctuating metrics
  • Automated transaction reconciliation and error correction
  • Robust data trails for seamless audit preparation

Think of it as your most analytical team member, supercharged.

Audit & Investor Readiness

Clean, verifiable data is non-negotiable. Patterns, powered by the Vega AI, establishes a single source of truth by linking financial data with operational insights (usage, churn, etc.) across your systems, enabling:

  • Comprehensive data packages with full business context for auditors and investors
  • Real‑time board decks and KPI dashboards
  • Plain‑language answers to any financial question

Reduce friction and build confidence with readily available, accurate financials.

Unlock Deeper Operational Leverage

Clean books are just the start. By connecting financial data with operational metrics from systems like your CRM and product analytics, Patterns & Vega help you understand the entire value chain and:

  • Calculate precise unit economics, like SKU-level or customer-level profitability
  • Analyze revenue drivers by correlating sales activity and product usage with financial outcomes
  • Model scenarios based on integrated financial and operational forecasts
  • Automate reporting that bridges finance, sales, and product
  • Reconcile vendor invoices and payroll in real time
  • Detect anomalies and correct them with one click

Go beyond basic bookkeeping and turn your financial data into a strategic asset for growth.

How It Works

Connect

Securely link your financial tools (QuickBooks, Brex, Excel, SQL, banks, ERPs) and operational systems (CRM, Product Analytics) in minutes, with guided setup by the Patterns team.

Ask

Type a question ("How's our burn vs. plan?") or choose a report template for Vega to process.

Act

Vega delivers the report, explains changes, and Patterns enables you to push corrections back to your books.

You stay in control—Patterns, using Vega, handles the complexities, backed by our expert team.

Ready for Financial Clarity?

Partner with Patterns to implement AI-driven financial controls and services. Let's discuss your specific needs for audit readiness and operational scale.

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Transform your finance function from a cost center to a strategic advantage.