プラットフォーム概要

AI agents for finance

Move financial data faster, with every record checked

Reconcile transactions, match documents, and consolidate reporting data while keeping your accounting controls in place.

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VERTICAL / 02

Finance

5 workflow patterns ready to automate.

Bank reconciliation
Invoice matching
Payment allocation

Workflow library

Common back-office work, automated

Each agent receives work from the channels your team already uses, validates the information, and completes the record in the right system.

01

Bank reconciliation

InputBank statement
OutputAccounting system
02

Invoice matching

InputInvoice
OutputPO, GRN, or ERP
03

Payment allocation

InputBank transactions
OutputInvoices
04

Expense verification

InputReceipt or photo
OutputExpense system
05

Month-end data consolidation

InputMultiple spreadsheets
OutputFinancial report

One dependable pattern

From incoming work to a verified system record

The workflow changes by use case. The controls and operating model remain consistent.

01

Understand

Extract the right fields from documents, images, messages, and system data.

02

Validate

Compare records, apply business rules, and identify missing or conflicting information.

03

Complete

Create or update the record in the systems your operation already depends on.

04

Escalate

Send uncertain or policy-sensitive exceptions to the right person for review.

Automate your first finance workflow

We'll map it, connect it, and turn it into a working AI agent pilot.

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