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Industry

Automation built for finance teams that cannot skip controls.

Finance work runs on accuracy and approvals. We design agents and automations around the checks your team already requires, not around skipping them.

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What it handles

Where automation takes over the work.

  • Process invoices, statements, and reconciliation data with validation built in.
  • Route approvals to the right owner based on amount, type, or policy.
  • Prepare recurring reports and exception alerts for review cycles.
  • Keep an auditable trail of what was checked, changed, and approved.

Example workflow

Accounts payable invoice approval

01

Invoice and purchase order are detected and read.

02

Supplier, totals, and policy terms are checked automatically.

03

Approved items are prepared in the finance system.

04

The finance owner reviews exceptions before anything is finalized.

Common workflows

What we typically automate first.

  • Invoice and expense processing
  • Reconciliation support
  • Approval routing by policy
  • Recurring financial reporting

Controls that stay in place

Permissions, review, and observability.

  • Agents access only the finance systems and fields scoped for each workflow.
  • Approvals above defined thresholds always route to a named human reviewer.
  • Every automated action is logged for internal review.

We do not claim SOC 2, ISO, or other certifications. What we commit to is scoped access, human approval on judgment calls, and a reviewable log of every automated action, agreed with your team before launch.

FAQ

Questions about finance automation.

01Can automation touch payment execution?

Payment execution is a judgment call we route to a named human by default. Agents can prepare records for approval, not release funds on their own.

02How do you handle sensitive financial data?

Access is scoped per workflow to only the data fields required, and we review data handling with your team before any workflow goes live.

03Do you work with our existing finance software?

Yes, integration-first is the default. We connect to the systems you already use rather than asking you to switch platforms.

04What proof do we get that controls are working?

An activity log showing what each agent read, checked, and changed, reviewable by your named process owner at any time.

Ready to begin?

Let's improve one workflow.

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