Finance Agents
AI agents that automate reconciliation, reporting and financial close
Deploy AI agents that observe your existing financial workflows and automate the full close cycle: reconciliations, consolidation, and reporting, with built-in review, governance, and a complete audit trail.
Automated Closing Process
Before
5 days
Now
8 hours
Train & Execute
Our AI agent learns from your existing financial workflows and turns complex tasks into controlled automations, so they run in seconds, with review and governance built in.
Train by observation
Work as usual: the agent observes your processes and builds a tailored automation without exhaustive manual configuration.
Review & control
Review each action, fine-tune details, and add manual steps when needed. You stay in full control at every stage.
One-click execution
Run the complete workflow with one button. Pause, edit, or revert at any time, with AICPA SOC 2 and ISO 27001 security, full traceability, and controlled permissions.
Use cases
Books close
Agent handles accruals, eliminations, and cross-system reconciliations at close.
Revenue recognition
Automates deferred revenue, prepaid amortization, and cost allocation.
Reports & audit
Generates variance analysis, close calendar tracking, and journal policy enforcement.
Risk-controlled review
Structured approval flows with checkpoints and complete audit-ready outputs every cycle.
For whom?
CFO-led finance teams that need to automate complex closes, reconciliations, reporting, and audit workflows, with governance and compliance.
Key roles:
Let's explore what's possible
Book a 20-minute no-commitment call. We'll listen to your situation, map it to real solutions, and give you a clear picture of what's achievable.