Finance · Portfolio

Seven agents that carry the close: record, report, assure.

From the first invoice to the final audit flag, these agents take on the mechanical side of finance, matching, reconciling, reporting, and checking, and leave the judgment calls to your controllers.

Book a private demo7 agents · 6-week avg. deployment · 100% audit

−70%

Invoice handling by hand

Weeks → days

Time to a clean close

−20%

Cash collected sooner

−90%

Report-building by hand

Inside the ledger

Nothing is invented, everything is traced to a source.

Every figure an agent posts can be walked back to the document it came from. Controllers stop rekeying and chasing and start reviewing exceptions, signing off on a close that already carries its own evidence.

Integrates with your stack

SAP S/4HANAOracle FusionWorkdayNetSuiteDynamics 365ConcurBlackLineBloomberg

The portfolio

7 agents, deployed alone or composed end-to-end.

01−70%

AP Agent

Invoices in, payments out, nothing retyped.

Reads each incoming invoice, three-way-matches it to the purchase order and goods receipt, and prepares a clean payment run, surfacing only the lines that don't agree.

Deployed for

Shared-services & multi-entity finance teams

Manual invoice handling cut sharplyView

02−20%

AR Agent

Chases what's owed without souring the relationship.

Watches the aging ledger, times reminders to each customer's payment habits, and flags the early-settlement discounts actually worth taking.

Deployed for

Teams carrying a large receivables book

Cash collected days soonerView

03Wks→days

Reconciliation Agent

Ties out the books while the coffee's still hot.

Matches bank, card, and ledger lines on its own and works the exceptions as they appear, so reconciliation stops being a month-end marathon.

Deployed for

Multi-entity groups closing several ledgers

Close compressed to daysView

04−90%

MIS Agent

The board pack builds itself from live data.

Assembles management reports, dashboards, and KPI views straight from the current ledger, no copy-paste, no numbers that went stale overnight.

Deployed for

Groups reporting across many business units

Hand-built reporting all but goneView

054×

Valuation Agent

DCFs, comps, and a memo you can defend.

Runs discounted-cash-flow and comparable-company analysis against live market data, then drafts an investment-committee-ready memo with the workings shown.

Deployed for

Corporate development & valuation desks

Analyst throughput multipliedView

06−60%

Expenses & Reimbursement Agent

Receipts in, policy-checked reimbursements out.

Reads every claim, verifies the receipts, and applies your travel and expense rules line by line, clearing the clean ones and holding the rest for a look.

Deployed for

Finance teams handling high claim volumes

Processing cost down, full policy coverageView

0724/7

Internal Audit Agent

An auditor that never blinks.

Watches transactions continuously for anomalies, policy breaches, and fraud signals, raising them within minutes instead of at quarter-end.

Deployed for

Internal audit & controls functions

Round-the-clock assuranceView

Record, report, and assure, from one ledger view.

Invoices, reconciliations, board packs, and audit flags share a single decision log, so a month-end question never sends anyone hunting across four systems.

Inside the platform

Command · Live

09:42

Days to close

−7d vs prior

AP automation

94%

−70% manual

DSO · days

target 38

Exceptions

$184k flagged