AI that handles the operational work behind finance.
Controlled AI agents that reconcile records, investigate exceptions, prepare compliance evidence and turn financial data into review-ready output.
Agents for reconciliation, exceptions, compliance and reporting.
Pick an agent to see how it works.
Financial Reconciliation Agent
Compares records across payments, accounting, ERP, settlement files and spreadsheets.
It matches transactions, flags the differences, finds the probable cause and tracks every exception to closure.
Faster close, fewer open differences, cleaner audit evidence.
3 exceptions assigned for review
Sits on top of your existing stack.
A workflow layer across the tools you already use, not a replacement for them.
- Accounting & ERP
- Payments & transactions
- Investment platforms
- CRM
- Document stores
- Data warehouses
- Spreadsheets & settlement
- Case management
AI prepares the work. You keep control.
Role-based access, human approval, source-linked outputs and full audit trails. Funds movement and regulatory submissions stay with authorised people.
Reconciliation & Exception Resolution
Start with one spreadsheet-driven reconciliation. We measure match rate, open exceptions, investigation time and effort saved.
Start with the workflow creating the most exceptions.
We will map what the agent can complete, what needs human approval and what a successful pilot must prove.
Tell us what the work actually looks like.
Share a process that is high-volume, slow or expensive to review. We'll help you identify a strong first AI workflow and how to build it with the right controls.
- We start from your workflow, systems and terminology, not a generic template.
- High-volume, rule-based, expensive-to-review processes make the strongest first project.
- Sensitive actions stay subject to appropriate human review and control.