Finance Agents. Intelligence That Runs.
Deploy AI agents across AP, AR, reporting, fraud detection, forecasting, and expense management. All on your infrastructure. Financial data, vendor records, and audit trails stay under your complete control.
Finance Operations
Agents across the cycle
Finance teams are drowning in process. Strategy suffers.
Your analysts spend 80% of their time gathering data.
AP inboxes overflow with invoices in different formats. Manual sorting wastes hours daily.
Invoice validation is manual: PO matching, tax details, duplicate detection. All by hand.
Collections follow-ups slip through cracks. Late payments drain working capital.
Monthly close takes weeks. Data consolidation from ERPs is manual and error-prone.
Fraud detection is reactive. Incidents discovered after the damage is done.
Your finance team has the expertise to drive strategy, forecast, and optimize. Instead, they're buried in invoice processing and reconciliation.
Measurable outcomes across the finance function
Deploy AI agents that handle processing while your team focuses on analysis and strategy.
Automated invoice classification, validation, and routing. Hours of manual sorting eliminated.
Automated reminders and escalations. No payment slips through the cracks. Cash flow improves.
Automated validation and error checks. Audit-ready reports without the manual reconciliation.
Real-time anomaly detection. Suspicious transactions flagged before losses occur.
Agents across the entire finance cycle
From invoice intake to fraud prevention, deploy agents that keep finance moving.
Accounts Payable
Invoice processing & validation
Accounts Receivable
Collections & cash flow
Reporting & Analysis
Consolidation & insights
Compliance & Fraud
Detection & prevention
Production-ready agents for every finance workflow
Deploy pre-built agents or use specs and templates to build your own in Studio.
AP Triage Agent
Monitors AP inbox 24/7. Classifies invoices, credit memos, statements, and remittances with 98% accuracy. Extracts data from any format: PDF, Excel, images, email body. Routes to the right queue instantly.
Invoice Validation Agent
3-way matching against PO and goods receipt. Validates math, tax codes, GL accounts. Catches duplicates before payment. 94% auto-match rate. $2.4M average errors caught per year.
Invoice Collections Agent
Watches every invoice from issue to payment. Sends personalized reminders based on customer tier and history. Escalates automatically: email, call request, account manager alert, credit hold. DSO reduced by 12 days average.
Expense Management Agent
Receipt photos become structured data in seconds. Validates against policy automatically. Detects duplicates and anomalies. 94% auto-approved. Reimbursement in 2 days, not 18. $180K average policy savings per year.
Finance Reporting Agent
Pulls data from multiple systems: ERP, CRM, HRIS, budgeting tools. Consolidates automatically. Generates P&L, balance sheet, variance analysis on schedule. Board deck 3 days early. Close reduced from 12 days to 5.
Budget Forecasting Agent
Builds driver-based models. Updates forecasts continuously as actuals flow in. Runs scenarios in seconds, not days. 94% forecast accuracy. Budget cycle compressed from 16 weeks to 4.
Fraud Detection Agent
Monitors every transaction in real-time. Catches BEC attacks, duplicate payments, ghost vendors, bank account fraud. $2.4M average fraud prevented per year. Blocks threats in under 3 seconds. 0.02% false positive rate.
Vendor Management Agent
Maintains vendor master with deduplication. Tracks compliance: insurance, certifications, W-9s, with expiration alerts. Monitors contracts and renewal dates. Performance scorecards. 15% average vendor spend reduction.
Plugs into your ERP. No rip-and-replace.
Your ERP. Your accounting. Your banking.
Your finance team knows the edge cases. Capture that.
From visual workflows to full code: pick the path that fits your team and project.
Visual Builder
Follow guided steps to build agents. Configure each stage through the UI. No code required.
Conversational Builder
Finance experts describe how they handle complex scenarios. AI generates the agent. Developers refine together.
Full IDEs
JupyterLab, VS Code, RStudio with GPU access, pre-installed frameworks, and direct deployment.
Your financial data stays yours
Transaction data, vendor records, and audit trails never leave your infrastructure.
Zero Data Egress
Financial data and transaction records never touch external servers. Process everything on-premise.
Audit Trails Stay Yours
Your approval workflows, your validation rules. Complete audit history on your systems.
Full Source Code
Inspect, modify, and extend any agent. Your processing logic, your validation rules.
No Vendor Lock-in
Deploy on AWS, Azure, GCP, or on-premise. Move freely between environments.
Ready to stop piloting and start producing?
Deploy your first finance agent in minutes, or talk to our team about building custom agents for your workflows.