AI agents for finance.
We build AI agents that carry the repetitive work of finance teams — documents, reconciliation, approvals, and exceptions — inside the systems you already use, with your approval on every sensitive action.
Built for finance work.
Every workflow below is one we scope, build, and operate — not a template.
Document processing
Invoices, receipts, statements, and contracts flow in from email and document storage. Agents extract the data, match it to the right records, and file it where your team works.
Reconciliation
Agents compare transactions across your accounting system, bank feeds, and internal records, flagging mismatches with the context needed to resolve them quickly.
Approvals routing
Purchase requests and expense approvals reach the right person with the right context attached, and reminders keep items from stalling in inboxes.
Exception review
Anything unusual — duplicate payments, missing documents, unusual amounts — is surfaced for human review with a complete brief, never acted on silently.
Reporting & close support
Agents gather figures from the systems they already touch, assemble recurring reports, and prepare the checklists your team runs at month-end.
Vendor & payment queries
Common questions about invoice status, payment timing, and account details are answered from your records, with anything sensitive escalated to a person.
Wired into your systems.
Agents connect to the tools your finance process already runs on — no new platform for your team to learn.
Accounting & ERP
Your accounting or ERP system of record, where invoices, entries, and balances live.
Email & documents
The inbox and shared drives where finance documents actually arrive.
Spreadsheets & data
The trackers, exports, and internal data your team maintains today.
Internal systems
Approvals, ticketing, and communication tools your finance process runs on.
Reliable by design.
Human approval on sensitive actions
Payments, postings, and anything high-impact wait for a person. Agents prepare; people decide.
Scoped, audited access
Agents see only the systems and records their role requires, and every action is logged.
Defined escalation paths
When confidence is low or an edge case appears, work routes to your team with full context.
From workflow to working agent.
Discover
We map your finance workflows — where documents enter, where approvals stall, where reconciliation hours go.
Design
We define what each agent handles, which systems it touches, and where human approval stays mandatory.
Deploy
We build, integrate, and release the agent into a controlled production workflow with your team watching real results.
Improve
We review accuracy, speed, and exceptions — and expand autonomy only as the numbers earn it.
Finance teams usually ask.
Will agents touch our accounting system directly?+
Only to the extent you allow. Agents can read records, prepare entries, and draft actions, while postings and payments stay behind human approval until your team decides otherwise.
How do you keep financial data safe?+
Every agent operates with scoped access, explicit guardrails, evaluation criteria, activity logs, and approval points for sensitive actions. Nothing moves silently.
We already use automation for parts of this. Can agents work alongside it?+
Yes. Agents are designed around your current stack and processes — they connect to the tools and rules you already have rather than replacing them.
Where should a finance team start?+
The usual first win is high-volume document processing or a reconciliation workflow that consumes hours every month. We help you pick the workflow with the clearest measurable outcome.
Put AI to work on your numbers.
Book a focused call to pinpoint the finance workflow with the clearest return, define the outcome, and chart the route to your first production agent.