Evidence behind every number
Each reconciliation keeps the files and steps that produced it.
AI agents for Finance
Clear the exception queue, with evidence.
Agents work reconciliations, review expenses against policy and chase approvals. Every number has its sources, and money never moves without a person.
Close faster without losing control.
Policy applied every time
Expenses and requests are checked against the same written rules.
People approve the money
Payments and exceptions above your thresholds always wait for a named approver.
Reconciliations with a full trail
An agent matches records across systems, explains each difference and attaches the source files to the run.
- 09:41 Request classified
- 09:43 Scope checked
- 09:48 Evidence gathered
- 10:02 Approval waiting
Artifacts Contract delta.pdf Spend summary.csv Recommendation.md
Expense review against policy
The agent reads receipts, applies your expense policy and only sends the cases that need a decision to a person.
Approval required
Send renewal recommendation to vendor owner
Includes business context, evidence, risk flags, and action history.
Customer-impactingExternal communicationFinancial threshold
Approve Edit Escalate
Approvals chased, not forgotten
Payments and budget requests go to the right approver with the context attached, and reminders go out when they wait.
Workspace
Approval request
Vendor outreach is blocked
Finance and Legal must approve the packet before any external message can be sent.
Month end reports on time
Scheduled tasks prepare variance summaries and close checklists, so the team reviews instead of compiling.
Mon Tue Wed Thu Fri
Daily Executive brief
Runs, pauses for review when needed, and ships an artifact.
Weekly Pipeline review
Runs, pauses for review when needed, and ships an artifact.
Event Renewal risk alert
Runs, pauses for review when needed, and ships an artifact.
Template library
Start from a Finance template.
Ready made workflows for Finance teams. Each one comes with its steps, an agent setup, approval rules and the skills it needs.
- Finance template
Expense review against policy
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: exceptions to policy
- Finance template
Reconciliation with evidence
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: adjusting entries
- Finance template
Month end variance summary
- Workflow steps
- Agent setup
- Approval rules
- Skills
A person approves: final report sign off
Getting started
How Finance teams get started.
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Pick one workflow
Start with a real finance workflow that repeats every week.
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Connect your tools
Agents work inside Stripe, Google Drive, Gmail, Slack and your finance systems.
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Set the rules
Choose what the agent may do alone and what waits for a person.
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Start with review
A person checks the work at first. Give the agent more room as it earns trust.
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Expand what works
Add the next workflow, or bring the same setup to another team.
Every feature runs inside the same six controls.
Identity, access, approvals, supervision, audit and policy apply to every agent and every run, whichever part of the workspace it happens in.
See governance and audit- Identity
- Access
- Approvals
- Supervision
- Audit
- Policy
Built for every team
FAQ
AI agents for Finance: questions and answers
Short answers to what finance teams ask before they start.
Contact us directlyCan an agent make a payment?
Not without approval. Payments always pause for a named approver, and the decision is recorded.
How do auditors see what happened?
Every run keeps its steps, sources and approvals in the audit trail, ready for review.
What always stays with a person?
Payments, exceptions above your thresholds and anything that changes the books. You can add more rules at any time.
Which tools does it work with?
Common tools for finance teams include Stripe, Google Drive, Gmail, Slack and your finance systems. Ask us about the tools your team uses.
Do we need engineers to set this up?
No. During early access we configure and deploy your first workflows directly with your team.
The multiplayer workspace for humans and AI agents is how teams move beyond prompting and safely hand AI real work. It gives people one place to plan, approve, and oversee execution, so they can run work with AI agents they can govern and trust.