Production-ready
AI agents for finance
Deploy specialized AI agents that automate finance and accounting workflows—from AI AP automation and invoice reconciliation to NetSuite close orchestration and procure-to-pay controls.
Accounting & AI AP Automation Agents
Automate invoice reconciliation, 3-way matching, duplicate detection, and month-end close acceleration across NetSuite, SAP, QuickBooks, and Xero.
Close Orchestrator Agent
Compress close timelines with fewer fire drills.
Reconciliation Agent
Auto-match accounts and resolve exceptions fast.
AP Validation & Duplicate Detection Agent
Prevent duplicate payments and policy leakage.
Accruals & Journals Agent
Reduce manual journals while improving accuracy.
Budget & Burn Agent
Track budget vs actuals in real time and flag overruns early.
Finance & Strategic Planning Agents
Real-time budget vs. actuals variance analysis, driver-based scenario planning, and automated executive board packs with full audit trails.
Strategy & Performance Agent
Pinpoint what's moving performance—and why.
Board Pack Agent
Turn month-end into a decision-ready narrative.
Budget vs Actuals Agent
Keep spend and performance on track—continuously.
Scenario Planning Agent
Model outcomes fast, without spreadsheet cycles.
Operations & Procure-to-Pay Automation Agents
Tighten procurement execution, enforce purchasing policies, monitor order health, and streamline multi-entity financial workflows.
Exception Triage Agent
Find, prioritise, and route operational blockers before they cause delays and write-offs.
Cost-to-Serve Agent
Identify where margin is leaking across fulfilment, service, and logistics.
Order Health Agent
Flag orders at risk (holds, pricing, delivery) and trigger resolution workflows.
Procurement Execution Agent
Prevent off-policy buying and tighten approvals to protect spend and control.
Project Accounting & Margin Protection Agents
Protect delivery margins, eliminate unbilled revenue leakage, and automate milestone invoicing tied directly to operational milestones.
Margin Protection Agent
Detect scope creep, unbilled work, and cost leakage before it hits margin.
Resource Utilisation Agent
Optimise allocation and spot bench/overload risks that impact profitability.
Milestones & Billing Agent
Trigger milestone invoicing and reduce revenue slippage from missed billables.
Spend Governance & Marketing ROI Agents
Control departmental budgets, prevent contract-to-invoice leakage, and track pipeline ROI with finance-verified attribution.
ROI & Attribution Agent
Connect spend to pipeline and revenue with consistent, finance-grade reporting.
Budget Control Agent
Tracks marketing spend vs plan and flags risks before budget overruns.
Pipeline Quality Agent
Detects lead quality issues and improves conversion by routing fixes to owners.
Vendor & Contract Agent
Prevents spend leakage with contract-to-invoice checks and renewal oversight.
IT, Data Quality & Governance Agents
Maintain segregation of duties (SoD), monitor API connector health, and detect transaction anomalies before reporting cycles.
Integration Health Agent
Monitors connectors, failures, and data syncs—fixes issues before finance feels them.
Data Quality Agent
Detects inconsistencies and breaks in master/transaction data feeding reporting and close.
Access & SoD Agent
Enforces role-based access and segregation-of-duties controls across systems.
Change Impact Agent
Assesses downstream impact of system/process changes on reporting, controls, and workflows.