MIS Agent
The board pack builds itself from live data.
Not a chatbot, a finance specialist. Assembles management reports, dashboards, and KPI views straight from the current ledger, no copy-paste, no numbers that went stale overnight. The code is yours.
- Reference masters
- Documents & forms
- Historical data
- Drafted communications
- Audit-ready evidence
- Exception flags
Why this work breaks at scale.
It burns senior time on low-judgment steps and leaves no clean trail of why each call was made.
What the MIS Agent does for your team.
Deterministic where it matters
Regulated or high-stakes steps follow fixed, testable workflows, generative help is reserved for drafting and ideation.
Reads what you already have
Ingests documents, records, and messages in the formats your finance stack produces, no clean-room data prep required.
Writes a complete audit trail
Every step is timestamped and reversible, giving you 100% coverage for internal review and external audit.
Human-in-the-loop by design
Routine cases run end-to-end; anything above your confidence or value threshold is routed to a person with the full context attached.
Record, report, and assure, from one ledger view.
Listen
Watches the queue, inbox, or event stream for new work to pick up.
Analyse
Cross-references each item against policy, history, and live context.
Recommend
Surfaces a scored recommendation with the evidence behind it.
Hand off
Acts autonomously below threshold; routes to a person above it.
- Reference masters
- Documents & forms
- Historical data
- Email & chat
- Drafted communications
- Audit-ready evidence
- Exception flags
- Posted transactions
Deployed into the systems you already run.
No rip-and-replace. The MIS Agent connects to your existing finance tooling and writes back to your system of record.
Deployed for Groups reporting across many business units — hand-built reporting all but gone.
The practical details.
No. It removes the low-judgment, repetitive work and routes anything consequential to a person with the context attached, so your team spends time where judgment actually pays off.
A first version typically runs against your own data within weeks, the first agent can be live in as little as 48 hours, with full deployment in two to eight weeks.
It integrates with the finance systems you already run, SAP S/4HANA, Oracle Fusion, Workday and more, with no rip-and-replace.
Yes. You own 100% of the IP, code, and documentation. There is no platform lock-in and the full system transfers to your team.