AI agents for finance teams
Audit-Grade AI
for Finance.
Built by people who’ve actually run the books. Zero migrations, zero model lock-in, and full auditor traceability.
- Finance operationsBilling and collections, accruals, reconciliations, the close and reporting.
- ProcurementVendor onboarding checks and purchase requests sent to the right approver.
- Revenue operationsCRM clean-up, deal desk reviews, pipeline reports and forecasts.
- Compliance and audit supportPolicy checks, audit documents, deadlines and exceptions.
We build each agent with you. Your people review what it prepares.
Our approach
Agents for the whole department, not just one task.
One automation that drafts one email saves a few minutes. We design agent systems that carry a process from intake to review to reporting, then take on the next process. Over time, the repeat work across your department moves off your team's desks, and your people spend their week on judgment.
Built to fit: three things you do not have to take on.
Zero migrations
We build inside the systems you already run. Nothing to rip out and nothing to move.
Zero black box
Agents draft and your team reviews. Your policies stay in your own space, behind your own login.
Zero lock-in
We hand over written steps and the policies each agent works from, and your team runs it.
How a department changes
From one process to the whole department.
We start small, prove it with your team, move it into production, then take on the next process. Every agent is tracked in one register. You decide the order.
- STEP 1
See where you stand
The free GAAPx Score shows your stage in nine finance areas, from Manual to Agentic.
- STEP 2
Build the company brain
An AI analyst agent interviews your team and drafts your policies and workflows. Your team reviews every draft.
- STEP 3
Prove it on one process
We build one agent with your team, inside your systems. A pilot typically runs two days to a week, sometimes a couple of weeks.
- STEP 4
Deploy to production
The agent moves into your live systems. Your team reviews its output, and you get written steps for how it runs.
- STEP 5
Extend across the department
One process after another, with your team running each agent after we hand it over.
- Collections
- Cash application
- Billing check
- Month-end close
- STEP 6
Track your agents
Every agent is listed in one register, with an owner role, a state and a risk level. You can see how much a person stays involved in each.
We scope each step with you. Around the agents we also help with a first audit, financial statements, transaction readiness and technical accounting.
Free, from GAAPx
See how far AI has reached into your finance work.
The GAAPx Score is a free self-assessment across nine finance areas. You see your stage in each, from Manual to Agentic.
The company brain
Agents work from your rules, so they need your knowledge first.
Your team's knowledge sits in documents and in people's heads. The company brain gathers it into one place, so agents work the way your team works.
- Accounting policiesHow you recognize revenue, handle accruals and run the close checklist.
- WorkflowsThe repeat processes in your close, payables, billing and reporting, step by step.
- Tribal knowledgeThe workarounds and "we always do it this way" that nobody has documented yet.
GAAPx AI assets
See every AI asset, agents included, in one register.
As you add agents, you need to know what is running, who owns it and how much a person stays involved. The register keeps that in one place.
- Each asset has an owner role, a state and a risk level.
- The level of human involvement is recorded for each agent.
- A relationship map shows what an asset uses, what uses it and who works on it.
Common questions
Will this replace my team?
No. The agent takes repeat work, and your people review what it produces and decide what to do with it. We build with your team, and the steps stay yours.
Do we have to change our systems?
We build inside the systems you already run.
Who runs the agents after you build them?
Your team. We hand each agent over with the policies it works from.
What is the Company Brain?
The Company Brain is your policies, use cases and know-how, the way you work, in one place, so an agent works from what your team works from. An agent drafts them from interviews, recordings and documents, and your team reviews and finalizes them. Your policies sit behind your own login, and CFOsquared people see them only if you add them as users.
See where you stand.
Take the free GAAPx Score, then pick the first process to take on.