AI agents for finance

I build AI agents for financial analysis and management reporting

I help owners and finance teams launch practical AI agents that collect data, analyze performance, detect anomalies, and prepare management reporting faster. The result is less manual routine and more control over profits, cash flow, and decisions.

Combines senior finance expertise with hands-on AI implementation for reporting, planning and control.

Sergey Vereschaga

Why clients hire me

  • Experience: 25+ years
  • International roles: 5 countries
  • Industries: Energy, Hospitality, Real Estate

25+ years in finance leadership plus practical implementation of AI agents for reporting, planning, dashboards, anomaly detection, and decision support.

Services

AI solutions and finance support

From AI architecture over your existing accounting and ERP systems to working agents for analytics, reporting and finance-team support.

AI agent for management reporting

Automates collection, consolidation and draft commentary for P&L, balance sheet and cash flow.

AI agent for financial analysis

Highlights trends, deviations, margin drivers and working capital issues for faster decisions.

AI agent for budgeting & forecast

Supports plan-fact analysis, scenario comparison and forecast updates.

Anomaly & risk detection

Flags unusual costs, cash gaps, margin pressure and KPI deviations before they grow.

Dashboards & reporting standards

Builds clear reporting structure, metrics and executive dashboards for owners and managers.

AI architecture over ERP & accounting systems

Designs an AI layer over existing ERP, 1C, accounting and reporting systems without disrupting core business processes.

AI for source documents & bookkeeping workflows

Gradually automates document handling, reconciliations and repetitive accounting support under finance-team supervision.

AI agent in action

What your AI finance agent can do

Practical capabilities that save time and improve control from day one.

Prepare management reporting in any dimensions

Build management reporting by entity, product, project, geography, period, or any other reporting dimension you need.

Spot hidden issues earlier

Detect anomalies in expenses, cash flow, receivables, margins, or project economics.

Answer finance questions quickly

Give owners and managers fast answers on plan-fact gaps, trends, and key risk areas.

Scale expert control

Turn your finance methodology into a repeatable workflow instead of manual spreadsheet effort.

Expertise

Finance expertise behind the AI agent

Finance foundation

  • Corporate finance, treasury and liquidity management.
  • Budgeting, forecasting, and project economic modeling.
  • Financial analysis, cost control, competitive analysis, and KPI systems.
  • Risk management, audit, and fraud detection.
  • Reporting for management and fiscal authorities.

AI-agent use cases

  • Operational control with AI support - anomalies will not go unnoticed.
  • Management and fiscal reporting with AI support, delivered much faster and at lower cost.
  • AI-supported budgeting, forecasting, and project modeling with faster scenario comparison.

Experience

My experience

Expert in financial management in the oil and gas industry. Analytics, reporting, valuation, forecasting. Now on a new level with AI.

LUKOIL international group

Since 2002 I held senior finance roles across LUKOIL entities in Egypt, Moscow, the Netherlands and Dubai. I was responsible for treasury, tax planning, reporting, valuation, forecasting, project finance, risk management and cash flows for multinational operations, including 30+ companies in 15 countries and more than $3 bn in cash management.

Now

  • Full reporting built from scratch for an Austrian trading company.
  • AI agent for financial analysis and management reporting for a Russian exporter of agricultural machinery.
  • AI agent for management reporting for a manufacturer of equipment serving oilfield companies.

Education

Academic background

Higher education

  • Engineer-Economist, Perm State Technical University (1992–1996)
  • Math & System Programming, Perm State University (1990–1992)
  • Energy MBA Diploma, Vienna University (2018)

Professional certifications

  • Coursera Certificate: Generative AI Essentials for Finance and Accounting (Apr 2026)
  • CMA, Institute of Management Accountants (2021)
  • Postgraduate Certificate, Heriot-Watt University (2007)
  • International Association of Book-Keepers Level 3 (2004)
  • Management Accounting & GAAP, Texas A&M (2003)
  • Energy Trading & Risk Management, PVM Oil (1997)
  • Oil Traders Training, FRA/Refco (1997)

Need an AI agent for finance and reporting?

Tell me how your finance process works today, and I will propose where an AI agent can save time, improve control and strengthen reporting.

Discuss project