Create the agents that carry your finance workflows.

We build an agent with your team for one process, inside your systems.

Book a working session See the workflows

A question to an agent in Slack.

Create the agents

Service

Built with your team, inside your systems.

Choose the process. A billing handoff, a collections follow-up, a revenue recognition step, a close task or an AP step. We start where your team spends the hours.
Draft the workflow. An agent interviews the people who run the process, or reads the recorded walkthroughs and the documents you already have, and drafts the steps. Your team reviews them and marks where a person checks the work.
Build the agent. Our engineers connect it to your systems and your Company Brain.
Work with it. Your team uses it day to day and adjusts the steps as you learn.

The aim is a close that is faster, nearly automatic, or continuous, with your people on the judgment calls.

Contracts are with CFOsquared Inc.

GAAPx has three agents of its own.

GAAPx has an AI advisor, an AI architect and an AI forward deployed engineer. CFOsquared is the human side of the AI forward deployed engineers. The service above is separate and builds agents with you.

Working with the agents

Your team works with the agents day to day and asks them questions where the team already talks, starting with Slack.

Seeing the work

When agents work in a process, your team needs one page to see what each is doing. Coming soon.

See the Operations Room view

Deal desk agent

Reads your Salesforce opportunities that are not closing in the next 10 days, flags legal, operational and finance risk, and sends the flags to the people who decide, in Slack.

Who it helps: Deal desk lead, legal, finance and operations leads
Area: Billing (contract to cash)
Complexity: Complex
How you can use it: Best fit: Done for you. Also: Done with you.

A worked example of the kind of agent we build. It does not report a client result.

See how it works

We partner with Salesforce, Box, Anthropic and Slack. We also build on Google Cloud, Microsoft and other technology you already run.

Which process does your team rebuild every month?

Tell us, and we will talk through a plan.

Book a working session