Finance transformation capabilities
Give your agents what your company knows.
The Company Brain is your policies, use cases and know-how, the way you work, in one place.
Your policies sit behind your own login.
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.
How it works
An AI analyst agent interviews your team.
It asks the people who run the close how the work really gets done today, and reads the documents you already have.
AI ANALYSTIt drafts. Your team reviews.
The agent writes the policies and steps. Your people correct them, and nothing becomes a rule until they approve it.
AI ANALYSTWe build the agent on your brain.
CFOsquared accountants and engineers build agents that work from the brain, inside your systems.
OUR TEAMYour team runs it.
We hand it over with written steps. Your people check the output, and the brain changes when the work does.
YOUR TEAM
Three kinds of knowledge.
- Accounting policies: how you recognize revenue, handle accruals and run your close checklist.
- Use cases: the repeat processes in your close, payables, billing and reporting, set out step by step.
- Tribal knowledge: the exceptions and workarounds the senior accountant knows and nobody has recorded.
Why it matters for workflows
A workflow runs well when its steps match how your company works. An agent drafts those steps and your policies, and your team reviews and finalizes them in the Company Brain. Agents then follow your close checklist and your coding rules.
Who sees it
Your policies stay in your own space, behind your own login. CFOsquared people see your Company Brain only if you add them as users.
How the Brain gets filled
An agent interviews your team and drafts your policies. It can also read the recorded walkthroughs and the documents you already have, and existing policies can be loaded in directly. Your team reviews and finalizes everything in the Company Brain, and our engineers connect it to the agents.