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Financial Services

AI Agents for Financial Operations

Nine functions, one agentic system — from invoicing and tax filing to fraud detection and audit-ready reporting. We don't sell point tools — we build the connected infrastructure your finance team runs on.

Order-to-Cash & Accounts Receivable

Autonomous agents that manage invoicing, collections, and cash application to accelerate inflow and cut manual chasing.

Key deliverables

  • Agentic invoicing — sync, validate, e-invoice, track delivery & payment
  • Collections agents with behavior-based reminder cadences
  • Cash application & reconciliation against bank feeds
  • AR analytics copilot — DSO, aging, and cash forecasting
NetSuiteQuickBooksLLM AgentsAPI Integration

Procure-to-Pay & Accounts Payable

End-to-end automation of invoice capture, approval routing, and payment execution.

Key deliverables

  • Touchless invoice processing from PDFs & emails
  • PO and goods-receipt matching
  • Rules-based approval routing & approver escalation
  • Payment orchestration with budget checks & ERP sync
SAPTallyRPAERP Sync

Spend & Expense Management

Agent-driven filing, policy enforcement, and reconciliation for corporate spend.

Key deliverables

  • Employee expense filing agents from receipts & emails
  • Policy compliance checks against limits & approval matrices
  • Card & wallet reconciliation to the general ledger
  • Real-time spend dashboards by department
Zoho ExpenseStripePolicy EngineDashboards

Payroll, Benefits & HR-Linked Finance

Governed AI agents that resolve payroll exceptions across HR, banking, and ERP systems.

Key deliverables

  • Payroll exception detection between HR, timesheets & payroll runs
  • Benefits & deductions workflows with GL posting
  • Payslip generation & statutory filing reminders
Zoho PayrollERP SyncCompliance Rules

Financial Close, Reconciliation & Reporting

Agents that shorten the close cycle and turn raw ledger data into decision-ready reporting.

Key deliverables

  • Multi-ledger self-reconciliation across bank, card & ERP feeds
  • Period close orchestration with checklists & owner reminders
  • Automated P&L, balance sheet & cash-flow reporting
  • Depreciation tracking & predictive cash-flow analytics
NetSuitePower BIFP&A CopilotGAAP / IFRS Rules

Tax & Regulatory Filing Automation

Fine-tuned LLM agents that keep global tax obligations accurate, current, and filed on time.

Key deliverables

  • Autonomous tax classification by jurisdiction
  • Real-time tax liability forecasting from live revenue & expense
  • Automated e-filing pipelines to government portals
  • Cross-border VAT, GST & tariff compliance mapping
Fine-Tuned LLMsSecure API FilingGST / VAT Engine

Audit, Fraud & Risk Mitigation

Continuous, 100%-coverage auditing that replaces monthly sampling with always-on oversight.

Key deliverables

  • Continuous transaction auditing in real time
  • Anomalous spend & duplicate-payment detection
  • AI-generated audit trails for external review
  • KYC / KYB compliance screening before onboarding
Sanctions / KYC APIsAnomaly DetectionAudit Logging

Procurement & Vendor Onboarding

Agents that accelerate vendor evaluation, onboarding, and contract lifecycle management.

Key deliverables

  • Vendor onboarding with document & compliance checks
  • RFP / RFQ analysis and shortlist scoring
  • Contract lifecycle & e-sign workflows with renewal reminders
DocuSignERP SyncVendor Risk Scoring

Billing, Subscriptions & Credit Control

Recurring revenue and collections automation built for B2B SaaS and subscription models.

Key deliverables

  • Subscription billing — plan changes, renewals & proration
  • Multi-provider invoicing automation
  • ASC 606 revenue recognition workflows
  • Risk-based credit control & collections journeys
StripeChargebeeASC 606 Engine

How we work

Simple by Design. Powerful in Practice.

Most finance teams expect automation to be complicated. We've designed the entire experience to be the opposite.

01

Discover

We start with a deep-dive into your finance stack — your ledgers, your approval chains, your close calendar. No generic templates. We map exactly where agentic automation creates the most leverage for your books specifically.

02

Design

We architect the agent graph — data connectors, approval logic, and audit trails — with compliance guardrails and budgets defined up front.

03

Build

Our team gets to work, connecting your ERP, banking feeds, and tax systems to purpose-built AI agents. You review. We refine. Until every posting reconciles.

04

Deploy

We go live. From day one, your close cycle gets shorter and your audit trail gets deeper. We monitor every agent, fix anything that needs fixing, and make sure your team trusts what we've built.

Not sure which fits?

Tell us the problem. We'll scope the system.

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