Frequently Asked Questions

General

What is Skylark AI?

Skylark AI is an advanced AI-powered platform designed to automate complex document analysis, enhance financial data processing, and improve decision-making for finance, accounting, and investment professionals. By leveraging AI-driven automation, Skylark AI eliminates labor-intensive document review processes, enabling organizations to scale efficiently without adding expensive resources.

Can Skylark AI be customized to meet our organization’s specific financial workflows?

Yes, Skylark AI is fully configurable to align with your internal financial policies and operational needs. As your team interacts with the system and provides input, Skylark AI continuously learns and refines its processing capabilities, ensuring that it adapts to your organization’s specific document requirements over time.

Why does my organization need Skylark AI?

Manual financial document review is inefficient, error-prone, and resource-intensive. Each transaction requires skilled finance professionals to manually extract key data from contracts, invoices, and purchase orders. As organizations scale, the volume of documents increases exponentially, leading to bottlenecks and compliance risks. Skylark AI automates these processes, reducing the risk of errors, ensuring compliance, and freeing financial teams to focus on strategic initiatives.

Why should my organization choose Skylark AI?

Skylark AI is the only AI-driven document intelligence platform designed for finance and accounting teams. It delivers:

  • Automated document review and revenue recognition.
  • Seamless integration with ERPs, CRMs, and procurement platforms.
  • Real-time compliance enforcement and audit readiness.
  • Significant cost and time savings by reducing manual document processing.
How can we get started with Skylark AI?

To learn more, request a demo through our website. Our team will provide a tailored walkthrough of Skylark AI’s capabilities and discuss how the platform can be customized to meet your financial document processing needs.

Product

We have tools that use Optical Character Recognition (OCR) to process documents. Isn’t that enough?

OCR alone provides limited value for financial document processing as it only extracts text without understanding its context. OCR struggles with imperfect scans, handwritten notes, and complex financial clauses. Skylark AI goes beyond OCR by applying advanced Vision LLM models and AI-driven document intelligence to interpret financial obligations, contractual terms, and revenue recognition elements with high accuracy.

We already have a Contract Lifecycle Management (CLM) tool. Why would we need Skylark AI?

While CLM solutions offer some automation, they are general-purpose tools designed for legal and procurement teams rather than financial professionals. Most CLM platforms lack deep AI-driven financial data extraction and integration with revenue recognition workflows. Skylark AI is purpose-built for finance and accounting teams, offering seamless compatibility with existing financial systems while providing a comprehensive AI-driven review of contracts, invoices, and financial statements.

My team is already stretched thin. How long does it take before Skylark AI delivers value?

Our goal is to minimize the burden on your team. Skylark AI’s onboarding process is streamlined, and the platform typically delivers value within 4-8 weeks. From the initial engagement to full implementation, organizations can quickly realize benefits such as improved financial accuracy, reduced manual workload, and enhanced compliance.

What aspects of financial document processing does Skylark AI automate?

Skylark AI automates the most complex and time-consuming aspects of financial document review:

  • Automated Contract & Invoice Review: Skylark AI scans all financial documents, extracting key financial terms, dates, fees, and non-standard clauses.
  • Revenue Recognition Compliance: The system automatically assesses contracts against revenue recognition policies, flagging transactions that require review.
  • Discrepancy Identification: Skylark AI validates extracted data against ERP and CRM records, ensuring accuracy.
  • Workflow Automation: Built-in workflow automation enables seamless collaboration, ensuring that financial documents move through approval processes efficiently while maintaining a complete audit trail.
How is Skylark AI different from traditional OCR and CLM solutions?

Unlike traditional OCR and CLM tools, Skylark AI reads, understands, and extracts key financial data exactly as a finance professional would. The platform is trained on vast amounts of financial data and supports the interpretation of complex contractual terms, revenue recognition rules, and financial compliance requirements.

How complex is the implementation process? Will we need IT support?

The implementation process is straightforward. Our team collaborates with key stakeholders in your finance and IT departments to understand your existing workflows. We conduct data analysis in a secure sandbox environment to determine which files need processing, validate data against CRM and ERP records, and then transition to full production. Ongoing support is provided to optimize system accuracy and efficiency.

How does Skylark AI help organizations comply with ASC 606 / IFRS 15?

Skylark AI is designed with revenue recognition standards such as ASC 606 and IFRS 15. The system automatically extracts relevant revenue-related terms from contracts and invoices, mapping them to predefined compliance checklists. Skylark AI also minimizes human errors, reducing the risk of financial misstatements and audit issues. Organizations using Skylark AI benefit from automated compliance enforcement, improving transparency for auditors.

How does Skylark AI function as a System of Record?

Skylark AI consolidates financial documents into a single, intelligent system of record. It serves as a central hub for financial data, ensuring consistency across multiple systems. The platform structures and categorizes financial documents, creating a comprehensive, searchable repository for audits, reporting, and compliance verification.

How does Skylark AI integrate with Salesforce, ERPs, and other financial systems?

Skylark AI seamlessly integrates with financial platforms, including:

  • ERP Systems: SAP, Oracle, NetSuite, Workday
  • CRM Systems: Salesforce, Microsoft Dynamics
  • Billing & Procurement Platforms: Coupa, Ariba, Bill.com
  • Financial Reporting Systems: BlackLine, Anaplan

Powered by Alpha AI’s Network Automation Platform (NAP), Skylark AI ensures secure, real-time connectivity between internal financial systems, eliminating data silos and improving financial accuracy.

What makes Skylark AI’s Document Intelligence unique?

Skylark AI’s Document Intelligence extends beyond simple text extraction. Our AI models are trained to:

  • Recognize complex financial clauses and contractual obligations
  • Interpret revenue recognition rules and payment terms
  • Identify anomalies in financial documents
  • Automate categorization based on entity, contract type, and compliance risk
How long does it take to deploy Skylark AI?

With Alpha AI’s NAP integration, Skylark AI can be deployed within 4-8 weeks, depending on data complexity and organizational requirements. Our deployment process includes:

  • Financial Data Mapping: Identifying key financial document sources.
  • Custom AI Model Training: Tailoring AI models to match your financial workflows.
  • Automated Ingestion & Validation: Ensuring audit-ready document processing.
Is Skylark AI SOC 1 & SOC 2 Compliant?

Yes, Skylark AI follows industry-standard SOC 1 & SOC 2 compliance protocols, ensuring:

  • Secure data storage and access controls.
  • End-to-end encryption for financial documents.
  • Real-timAutomated compliance tracking and audit readiness.e compliance enforcement and audit readiness.

Policy

How do you ensure only authorized personnel can access our data?

We use Role-Based Access Control (RBAC), the principle of least privilege, and Multi-Factor Authentication (MFA) on privileged accounts. We also conduct quarterly Access Reviews to confirm permissions remain valid. (Access Control Policy)

Where do you store our data, and how is it protected?

We store data in encrypted databases (AES-256 at rest, TLS/HTTPS in transit) on AWS or similar cloud platforms. We classify data (Confidential, Restricted, Public) to ensure each category gets the right protective measures. (Cryptography Policy, Data Management Policy)

Hosting Do you ever use real production data in your development or test environments?

By default, no. If absolutely necessary, we anonymize or mask any production data before using it in dev/test. (Data Management Policy, Secure Development Policy)

How quickly do you revoke access when an employee leaves or changes roles?

We revoke all system access within 24 business hours of termination or role change. This is tied to an offboarding checklist overseen by HR and IT. (Access Control Policy)

What happens if there is a major system outage or disaster?

Our Business Continuity & Disaster Recovery Plan specifies key roles, backup and restoration procedures, and RTO/RPO targets. We test these plans annually to ensure we can restore critical operations quickly. (Business Continuity & Disaster Recovery Plan)

How do you detect and respond to security incidents or breaches?

We follow an Incident Response Plan with clearly defined severities (P0, P1, etc.). Our Incident Response Team contains, eradicates, and recovers affected systems, and we notify relevant parties if needed. (Incident Response Plan)

How do you manage third-party vendors that have access to our data?

We do risk assessments and require contractual security commitments from all vendors. Access is strictly limited to what’s necessary, and we have clear vendor offboarding procedures. (Third-Party Management Policy)

How do you ensure employees follow these security policies?

All employees undergo annual security awareness training and sign our Information Security Policy (AUP). We do periodic internal audits and track compliance in performance reviews for certain roles. (Human Resource Security Policy, Information Security Policy)

How do you protect against malware or unauthorized intrusions?

We deploy endpoint protection, intrusion detection/response in production, conduct regular vulnerability scans, patch promptly, and use file integrity monitoring to catch abnormal changes. (Operations Security Policy)

Who oversees security and how is it governed?

We have defined roles for the CTO, DevOps Lead, Head of Operations, and other key stakeholders. Ultimate accountability sits with executive leadership. (Information Security Roles & Responsibilities)

How often are your policies reviewed or updated?

We conduct annual policy reviews, factoring in new threats, regulations, and risk assessment findings. (Risk Management Policy)

Can you provide evidence of your security measures if we need it for compliance?

Yes. We keep audit logs, access reviews, and change management records. Under an NDA, we can share relevant summaries (e.g., vulnerability scan findings). (Access Control Policy, Asset Management Policy, Incident Response Plan)

How do you protect our code and workflows on GitHub?

We follow a Secure Development Policy requiring peer reviews, pull-request approvals, and role-based access for our GitHub repositories. Only authorized developers have commit rights, and each commit goes through security checks. (Secure Development Policy)

Do you ever mix our data with other clients’ data?

No. We maintain logically isolated data sets for each client. Our Access Control Policy and data tagging ensure one client’s information can’t be accessed or confused with another’s. (Access Control Policy, Data Management Policy)

What if our data intake is inaccurate or the extraction goes wrong?

We have red-flag checks in place for imports. If the system detects inconsistencies, we prompt users to review or adjust extraction results. Users can also open a support ticket to correct any ingestion issues. (Internal best practices; user guidance)

How do you address lost data?

Our Business Continuity & Disaster Recovery Plan covers frequent backups and tested restore procedures. If data is lost, we restore the latest backup, minimizing downtime and data gaps. (Business Continuity & Disaster Recovery Plan)

Who on your team can see our data?

Only staff with a legitimate business need can view client data. This is enforced via least privilege access controls and frequent audits. (Access Control Policy)

How long do you retain our data?

We retain client data as long as necessary for contractual services or legal requirements. Once no longer needed, we securely delete or anonymize it under our Data Management Policy. (Data Management Policy)

Contact Us

We will get back to you within 1-3 business days.
Thank you for your Submission
Oops! Something went wrong while submitting the form.