Departments: Finance
Finance runs on exceptions. Agents can carry the evidence.
We deploy governed agents around reconciliation, invoice exceptions, close operations, collections and reporting, in the ERP, email and spreadsheets your team already uses.
Where work gets stuck
The work is not the hard part. The chasing is.
These are the patterns we look for in a finance function.
An invoice does not match its order, and someone spends an afternoon finding out why.
Reconciliation is assembled by hand from exports, and the same breaks appear every month.
The close depends on chasing people across teams for the same handful of inputs.
Collections follow a fixed list, not the accounts most likely to pay if contacted today.
Approvals wait for a controller who cannot see the evidence without opening four systems.
Reports are rebuilt from scratch every period, and the explanation of a variance lives in one person's head.
What we deploy
Workflows we deploy agents around.
Each agent works on one workflow. Together they form an operating layer for the department.
Invoice exceptions
Finds the purchase order, compares the lines, gathers evidence from the ERP and the vendor thread, checks policy, and proposes the adjustment.
People A controller approves adjustments, with the evidence in front of them.
Reconciliation
Matches transactions across systems, groups the breaks, and explains each one from the records that caused it.
People Accountants decide how to resolve a break and post the correcting entries.
Close coordination
Tracks what the close is waiting for, chases the owners with the exact item, and shows what is ready and what is not.
People The controller decides what closes and what carries over.
Collections and cash application
Applies incoming payments to open invoices, flags the ones it cannot match, and prepares each collection contact with the account history.
People People own every relationship, and every dispute.
Expense review
Checks claims against policy and receipts, and routes the ones that need a person with the reason attached.
People Managers and finance decide the cases the policy does not settle.
Reporting and variance analysis
Assembles the period's figures from the source systems and drafts the explanation of each material variance, with its supporting records.
People Finance leaders own the numbers and the commentary that goes out.
Also in scope: treasury workflows, cash forecasting, tax and compliance preparation, and audit preparation.
A run
An invoice exception, from arrival to audit record.
Here is one run as a sequence. You can step through the same run, and make the approval yourself, in the interactive demo.
Illustrative example with made-up data. It shows how a run is put together, and it is not a customer result.
- 01Invoice received. The invoice arrives in the AP inbox and is read.
- 02Evidence collected. The agent finds the purchase order, the goods receipt and the vendor thread.
- 03Policy checked. Purchasing rules are applied, and each check is recorded.
- 04Confidence measured. The agent states how sure it is, against the threshold for this action.
- 05Approval. Below the threshold, it does not act. It asks the controller, with the evidence attached.
- 06ERP updated. After approval, the agent posts the adjustment inside its permissions.
- 07Audit record created. Every step, and who or what took it, is written to the record.
Levels of Agency
How much authority each workflow earns.
Every workflow has a starting level and a ceiling. The ceiling reflects the risk, not the ambition.
| Workflow | Starts at | Ceiling | Always with a person |
|---|---|---|---|
| Invoice exceptions | Adjustments above the approval limit, and any change to a vendor's terms. | ||
| Reconciliation | Manual journal entries, and the sign-off on each account. | ||
| Close coordination | The decision to close a period. | ||
| Collections and cash application | Every customer conversation about a dispute or a payment plan. | ||
| Reporting and variance analysis | Every figure and every explanation that leaves the department. |
Some workflows stay well below the top level on purpose. What matters is that each one holds the level its evidence supports.
People
What stays with your team.
The aim is more of the work that needs a person, and less of the work that does not.
- Judgment on adjustments, disputes and anything that changes what the company owes.
- Every relationship with a customer, a vendor or an auditor.
- Release of payments, and access to the systems that hold money.
- The decision about how much authority an agent has earned.
Your systems
We work where your team already works.
Nothing is migrated. Approvals reach people in the tools they already open.
ERP
Email
Slack or Teams
Banking systems
Expense software
Shared drives
Spreadsheets
Controls
Controls built for a finance function.
Finance already lives with segregation of duties and audit trails. The agents work inside the same ideas.
Read and write access set for each system and each action, with no access to release payments
Approval limits by role, so each adjustment goes to a person allowed to approve it
A policy check before every action, recorded with its result
A confidence threshold for each type of action, and escalation below it
A complete audit record that your auditors can read
Recovery for every write, so a wrong entry can be found and reversed
Measures
How we know it is working.
We agree the baseline in the audit, and measure against it.
- Cycle time for an invoice exception, from arrival to resolution
- Effort recovered in reconciliation and in the close
- Exception, escalation and human intervention rates
- Confidence calibration: whether high confidence goes with correct outcomes
- Policy violations, and how each was resolved
- Cost per completed workflow
FAQ
Common questions
No. The agents work in your ERP, email and spreadsheets. They take on evidence gathering and routine execution, so your team spends more of its time on judgment.
No. Releasing money stays with people, whatever level an agent reaches. Agents can prepare and recommend, and every payment run is approved by a person.
Every consequential action is written to an audit record: the input, the evidence, the policy checks, the confidence, the approval and the action. Your auditors can read it in the same way they read any control evidence.
Usually with a workflow that is repetitive, evidence heavy and low in risk, such as invoice exceptions. The audit confirms which workflow that is in your case.