Turn repetitive finance operations into governed agentic workflows.
Typical first process
The first workflow is usually an exception pile: invoices that do not match, recs that wait, close tasks that are the same every month. An agent can assemble the packet and propose the posting. It does not own the books.
Stays with a person
Posting, payment, and anything that hits the ledger stays approved by finance. Audit trail is the point.
Baseline before building
Measure the workflow, not the demo.
These are measurement targets, not claimed client results. The diagnostic establishes the baseline on your process before a paid build is proposed.
- 01
- Exception cycle time
- 02
- Manual touches per item
- 03
- First-pass match rate
Start with one workflow
Prove it. Then expand.
Thirty minutes, free, with the architect who would run the work. You leave with a yes or a no — and the number for the first paid step.