Finance agents that close the month faster
Reconciliations, expense checks, collections follow-up and board reporting — with every number traced back to the source document.
No credit card required · Works with your existing tools
40%
faster monthly close
3 days
cut from average collection time
100%
of figures linked to a source
Works with the tools your team already uses
What finance teams lose every week
Agents remove the repetitive middle of the work — the collecting, formatting, chasing and reporting — and leave the judgement to you.
- Reconciliation is a manual match between three exports.
- Chasing late invoices is nobody's favourite job, so it slips.
- Board packs are rebuilt by hand every quarter.
Built for the everyday work of finance teams
Matched transactions, flagged exceptions
Pull ledger and payment data, match line by line and surface only what doesn't reconcile.
Build once, run everywhere, refine as you go
Every agent is a chat you can share, schedule and improve — with connectors, skills, knowledge and sub-agents behind it.
Connect your tools
Plug in the apps your team already uses — each user connects their own accounts, isolated from everyone else.
Choose your AI model
Pick the model that fits the task and switch any time. No API keys to manage per project.
Add custom skills
Teach agents how your team works, then share those skills across the workspace.
Show the source
Every figure links to the transaction, invoice or query behind it.
Never adjust silently
Corrections are proposed for approval, not applied automatically.
Follow the policy
Approvals and thresholds come from your written finance policy.
Work with agents like co-workers
Mention an agent with @ in chat and it answers in the thread, showing its work step by step.
@Finance Agent
“Matched transactions, flagged exceptions” — running 4 steps…
Keep them running in the background
Schedules, inbox triggers and webhooks keep your agents working while you sleep.
Orchestrate multi-agent workflows
Agents hand tasks to sub-agents, so specialists stay focused and results stay consistent.
Share with your team
Roll out an agent with role-based access. Editors edit, viewers run, admins govern.
Watch them get smarter
Every interaction can be captured as a reusable skill and shared back to the workspace.
Ground every answer
Knowledge bases and connector data keep responses tied to your sources, not guesses.
Enterprise-grade infrastructure, from your first agent
Role-based access control
Reusable roles, shared credentials and scoped secrets per workspace.
AI model restrictions
Control which models teams can use and enforce spend policies.
Usage monitoring
Track credit usage in real time with budgets and quota controls.
Audit logging
Detailed trails of actions across the organisation, so you know where data flows.
Isolated integrations
Every user's connected accounts are isolated by row-level security.
Zero data retention
Your data is never used to train models, and retention is configurable.
Finance questions, answered
Can it move money?
No. Payment actions require explicit approval and are logged with the approver's identity.
Will it hallucinate numbers?
Figures come from connected systems and documents; the agent cites the source or refuses to answer.
Does it fit our controls?
Approvals, role-based access and audit logs map onto standard segregation-of-duties requirements.
Go further
Close checklists, collections playbooks and controls guidance for finance teams.
Explore other industries
Build your first finance agent
Connect your tools, clone a template and let it get to work — in under ten minutes.