AI Agents · Finance
AI agents for your finance team.
Reconciliation, invoicing and reporting: run by agents that follow your controls and stop for approval.
How it works
Reads, acts, you approve.
Agents handle the entries; you sign off before anything posts.
Reads context
Pulls the ledger, the bank feed and the rules that govern them: the chart of accounts, tolerances and approval matrix already mapped in your Company Brain.
Example
Plans & acts
Matches transactions line by line, drafts the entries and posts what clears your rules, continuously through the month rather than in a close-week scramble.
Example
Human approves
Anything outside tolerance, above threshold or from a new vendor stops and waits, with the reason attached. Nothing posts on an assumption.
Example
Interactive demo
Reconcile a bank feed.
Watch the agent match transactions and flag what needs a look.
- QueuedMatch 214 transactionsLedger against the bank feed
- QueuedApprove 3 exceptions1 duplicate reference + 2 FX rounding gaps
Problem → Solution
Manual month-end, or agents that close the books.
Every close starts from scratch today. It shouldn't have to.
Month-end is manual & risky
- Reconciliation done line by line
- Errors surface too late
- Close depends on who remembers the order
- Auditors get a reconstructed trail
Agents close the books
- Matched automatically, flagged if odd
- Exceptions raised the day they appear
- The same run, every period, logged
- 80–85% of accounting automated, fully attributable
Seen enough? Bring us one workflow.
FAQ
Common questions.
What finance teams ask before automating the books.
How secure is my data?
How long does setup take?
Which tools does it integrate with?
How does pricing work?
Questions answered? Put it on your own workflow.
Sector FAQ
For finance teams.
The questions finance teams ask most.
Does it connect to our ERP?
Who keeps the audit trail?
Can it speed up month-end close?
Sector proof
Proven at a multi-brand fashion retail franchise.
These are the figures measured at a multi-brand fashion retail franchise, for their processes and their volumes. Read them as evidence that the workflow runs, not as a number your deployment will reproduce.
“80–85% of accounting operations run automatically. A five-person team handled bank reconciliation, voucher reconciliation, bookkeeping and payment chasing by hand for a high-volume daily retail business, and those roles are genuinely hard to hire for. Discrepancies now route themselves to the right contact, and the shops get chased directly.”
More about AI agents for finance
Finance automation, in practice
What finance tasks can AI agents automate?
Accounts payable and invoice processing, bank reconciliation, expense checks, recurring reporting and parts of the month-end close. The common thread: high-volume matching and routing work with clear rules: the tasks that eat your team's week without ever needing their judgment, until the one exception that does. The same execution model runs well outside finance, and AI agents is the wider view of what one is and where its boundaries are set.
How bank reconciliation automation works
The agent pulls the ledger and the bank feed, matches transactions continuously against your tolerance rules, and flags only genuine mismatches, such as a duplicate reference or an FX rounding gap, for a human decision. Because matching runs all month, close becomes a review of exceptions instead of a quarter-end scramble.
Controls, approvals and audit trail
Every action the agent takes is logged and attributable, and your approval matrix is enforced in the workflow itself: payments above threshold, new vendors, or unusual entries always stop for sign-off. Auditors get a complete, timestamped trail, usually tidier than the manual process it replaced.
Does it replace the ERP?
No: agents work inside your existing stack. They read from and write to NetSuite, Sage, Excel and your bank feeds with the permissions you grant, following the pricing rules and chart of accounts in your Company Brain. Nothing migrates; the system of record stays exactly where it is.
Where this sits next to finance automation
This page is the agent's view of the work. The same ground described as a process is finance automation: the chain from invoice intake through matching to the posting rules, and the points where a signature is required. Read that one when you are scoping the process, and this one when you are deciding how much of a close a workflow should complete on its own.
Finance and procurement share a boundary
Most of what a finance team ends up disputing started as a purchase made without a matching order. That gap closes upstream with AI agents for procurement, which keep the requirement, the supplier response and the agreed price attached to the order long before an invoice arrives.
Firms that bill their time
In an accountancy or advisory practice the ledger belongs to the client rather than to the firm, and the same matching work repeats across dozens of them. That shape is covered by AI agents for professional services, where the constraint is billable hours rather than transaction volume.
Get started
See an agent close your books.
Bring one bank feed and we'll reconcile it live: matching, exceptions and audit trail included.
Two ways to start
Book a demo6 FIELDSYou already know what you want to see. Tell us the essentials and we come back with times.Open the form →Build your agent6 QUESTIONSYou want the demo built around your own bottleneck. Answer six questions, we prepare the agent for the call.Start the questionnaire →Prefer a live call?
Grab a slot that suits you.
Book a 30-minute call with our team.
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