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Finance

AI finance agent

Books closed faster, with every number traced to its source.

An agent that does the reconciliation and month-end legwork, and answers finance questions with citations back to the source document.

Book a free call → See how it works

Works withZoho BooksTallyQuickBooksBank feedsExcelEmail

Today

The way it runs now

Month-end means a week of matching bank lines to invoices, chasing missing bills and rebuilding the same MIS in Excel. Errors surface after the numbers have reached the board.

With the agent

5 days → 2to close the month
90%of reconciliation done before you start
Every figurelinked to its source document

Typical results. We measure yours during the pilot.

How it works

Six steps. A person signs off the one that matters.

  1. 01

    Pull invoices

    Reads invoices, receipts and bank feeds as they arrive.

  2. 02

    Match and reconcile

    Matches payments to invoices and bank lines, line by line.

  3. 03

    Flag anomalies

    Spots duplicates, odd amounts and missing documents.

  4. 04

    Close checklist

    Works through month-end tasks and chases what is missing.

  5. 05

    CFO review

    Nothing posts to the ledger without sign-off on exceptions.

    A person decides
  6. 06

    MIS with sources

    Writes the monthly pack, every figure linked back to the document.

What you get

Built, connected and run for you.

  • The agent, built and tuned on your data
  • Approval rules you set, by amount and risk
  • A live dashboard and a full audit log
  • Secure links to your systems through MCP
  • A weekly results report
  • Monitoring, fixes and tuning after launch

Zero upfront cost

You pay when it works.

  1. Week 1Pick the process and agree in writing what success means.
  2. Weeks 2-4We build it and run a pilot on your real work, at our cost.
  3. Day 30We look at the numbers together. You decide.
  4. After launchWe run it, watch it and improve it every month.
Book a free call →

Questions

Straight answers.

Does it post entries to our ledger?

Only what you allow. Exceptions and anything above your limits wait for finance to sign off.

Which systems does it use?

Zoho Books, Tally, QuickBooks and bank feeds, plus Excel and email for everything else.

What does it cost?

Nothing upfront. We run the pilot at our cost. You pay per active user only once the results we agreed in writing show up.

Is our data safe?

Your data stays in your systems. Agents get the least access they need, every action is logged, and nothing is used to train public models.

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Let’s talk

Put Finance agent
to work.

Tell us a little about it. A real person from our team will reply within one business day.

  1. 1Send the form. Two minutes, no sales script.
  2. 2We reply within one business day with times for a 30-minute call.
  3. 3You get a pilot plan. Zero upfront, yours to keep either way.

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