FinOpsWhat the platform does, stage by stage.
A unified autonomous finance platform across Procure-to-Pay, Order-to-Cash, Record-to-Report and Analytics. Agents do the work, your team approves the exceptions, the system learns from every decision.
What this deck covers
- 01The starting pointwhat fragmented finance operations cost
- 02The agentic modela AI workforce your team manages
- 03Coveragefour process areas, fourteen agents, stage by stage
- 04Control and governancehow much the agents may do unasked
- 05Deploymentconnect, configure, run — and the autonomy curve
- 06Results and standingattributed outcomes, customers, analyst recognition
Product walkthroughs, screens and configuration detail are covered separately, under NDA.
The cost of fragmented finance operations
Manual, siloed processes
Invoices, remittances and reconciliations handled in spreadsheets and email across tools that do not talk to each other.
A close that depends on heroics
Period-end means chasing approvals, matching transactions by hand and correcting errors late, every month.
Cash left on the table
Missed early-payment terms, DSO nobody can move and no current view of liquidity or working capital.
Agents do the work. Your team approves. The system learns.
- —Disconnected modules, one per process
- —Systems record; people do the work
- —Every exception is a manual task
- —Integrations glue it together — and break
- —The tool knows nothing about last month
- ◆One platform, one unified data model
- ◆AI agents do the work, end to end
- ◆Your team reviews and approves exceptions
- ◆One queue for all of the work, not ten inboxes
- ◆Every resolution is remembered and reused
From software your team operates, to a workforce your team manages
The Orchestrator
The chief of staff. Reads everything that arrives, decides which agent owns it, tracks it to completion and escalates what it should not decide alone.
Runs the floor.
Fourteen agents
Junior specialists, each expert in one job — invoice processing, cash application, collections, reconciliation, close. They work overnight and never context-switch.
Do the work.
Your team
The senior managers. They see one queue of the cases where judgment matters — a duplicate to reject, a credit memo to approve, a reclass to sign off.
Decide and approve.
Shared knowledge
The institutional memory. Every approval, rejection and correction is recorded as precedent, so the same case is handled without asking next time.
Makes them better.
Four process areas, fourteen agents, one platform
Procure-to-Pay
Invoice receipt through vendor statement tie-out
- ◆Invoice Processing
- ◆Supplier Portal
- ◆Case Management
- ◆Vendor Reconciliation
Order-to-Cash
Receipt to applied cash, chased and disputed
- ◆Cash Application
- ◆Collections
- ◆Dispute Management
- ◆Reconciliation
Record-to-Report
Journals, reconciliations, close and reporting
- ◆Journal Entry
- ◆Reconciliation
- ◆Close Management
- ◆Reporting
Analytics
Cash, collections and close, read from live data
- ◆Cash Analysis
- ◆Collection Analytics
Invoices handled end to end, exceptions brought to you
- 01Invoice Processing AgentCaptures any layout, validates, matches to PO and receipt, codes, routes for approval and posts to the ERP.
- 02Supplier Portal AgentAnswers supplier status questions, collects missing documents and onboards new vendors without an AP call.
- 03Case Management AgentOwns every exception as a case — price variance, missing receipt, duplicate — and works it to resolution or to your desk.
- 04Vendor Reconciliation AgentTies the vendor's own statement of open items to your ledger and explains every line of the difference.
Ten stages from receipt to statement tie-out. One is yours.
Everything that arrives
- Email, supplier portal, EDI, scan and paper
- PO-backed, non-PO and blanket-release invoices
- Credit notes, debit notes, prepayments, retentions
- Freight, utilities, leases, subscriptions, expenses
- Multi-line, multi-currency, multi-entity documents
Checks before posting
- Duplicate detection across entity and vendor group
- Three-way match with tolerance rules
- Tax treatment, withholding and currency
- Vendor bank-detail change verification
- Coding against history, contract and cost centre
Exceptions worked as cases
- Price and quantity variance, short delivery
- Missing PO, missing receipt, closed PO
- Unknown vendor, blocked vendor, wrong entity
- Duplicate submission, statement mismatch
- Roughly fifteen types cover the vast majority
Cash applied, chased and reconciled without a spreadsheet
- 01Cash Application AgentMatches receipts to open invoices — including payments that arrive with no remittance advice — and splits short pays.
- 02Collections AgentWorks the aged book by risk and relationship: reminders, promises to pay, escalation paths and credit-hold recommendations.
- 03Dispute Management AgentInvestigates short pays and deductions, assembles the evidence and proposes the credit memo or the rejection.
- 04Reconciliation AgentTies bank activity, the receivables sub-ledger and the GL together daily, not at period-end.
Seven stages from invoice issued to cash reconciled
Every way money arrives
- ACH, wire, cheque, lockbox, card, customer portal
- Remittance in PDF, email body, EDI 820 or nothing
- Part payments, bundled payments, on-account cash
- Deductions, chargebacks and unapplied credits
- Multi-entity and multi-currency receipts
Collections that run themselves
- Dunning sequenced by risk, value and relationship
- Promise-to-pay captured, tracked and followed up
- Payment-plan monitoring and broken-promise alerts
- Credit-hold and credit-limit recommendations
- Escalation to the owner before it becomes a call
Disputes closed with evidence
- Pricing, freight, shortage, damage, rebate claims
- Proof of delivery, contract terms and order pulled
- Credit memo drafted with the reason coded
- Recurring claim patterns flagged by customer
- Ageing kept honest — disputes not left to sit
A close that runs continuously, not in the last five days
- 01Journal Entry AgentPrepares recurring and accrual entries with support attached, and routes anything above your threshold for sign-off.
- 02Reconciliation AgentReconciles bank, intercompany and balance-sheet accounts through the month and explains each open difference.
- 03Close Management AgentRuns the close checklist as a live plan: owners, dependencies, what is blocked and what is at risk of slipping.
- 04Reporting AgentProduces the reporting pack from closed data and writes the variance commentary for review.
Seven stages of the close, most of them before day one
Journals prepared with support
- Recurring, accrual, prepaid and deferral entries
- Payroll, depreciation, lease and FX revaluation
- Allocations across cost centre and entity
- Reclasses proposed with the reason written out
- Anything over your threshold routed for sign-off
Reconciled continuously
- Bank, cash-in-transit and merchant settlement
- AP and AR sub-ledger to general ledger
- Intercompany balances and elimination pairs
- Accrual, prepaid, suspense and clearing accounts
- Each open difference aged and explained
The close, visible while it runs
- Checklist as a live plan with owners and dependencies
- What is blocked, by whom, and what it delays
- Tasks at risk of slipping flagged before day one
- Reporting pack and variance commentary drafted
- Full audit trail: preparer, evidence, approver
Analysis on the same data the agents are working
- 01Cash Analysis AgentCurrent position, expected inflows and outflows from real open items, and what-if answers on payment timing before a decision is made.
- 02Collection Analytics AgentWhere the receivable is slipping and why: ageing movement, promise reliability by customer, dispute drag and recovery patterns.
Close analytics
Cycle time by task and owner, and where the close actually stalls.
Journal analytics
Entry volumes, manual versus prepared, and adjustment patterns worth asking about.
Reconciliation analytics
Open differences by age and account, with the accounts that repeat.
The questions it answers without an analyst and two days
Cash
- What is our position today, and what does it look like in three weeks?
- If we release this batch on Friday instead of Tuesday, what changes?
- Which discounts are we about to miss, and what are they worth?
Receivables
- Where did the ageing move this month, and which accounts drove it?
- Which customers keep their promises, and which never do?
- How much of our DSO is disputes rather than slow payers?
Payables
- Which vendors generate the most exceptions, and of what kind?
- How long does an invoice actually sit waiting for an approver?
- Where is our touchless rate falling, and what is holding it back?
Close
- Which tasks stall the close, month after month?
- How many manual journals are we still posting, and who posts them?
- Which accounts carry unexplained differences more than once?
You decide how much the agents may do without asking
The line is yours to draw
Thresholds by process, amount, account and exception type. Below the line an agent acts and records it; above the line it prepares the case and waits.
Every action is explained
Each item carries the agent's reasoning, the evidence it used and the precedent it followed — readable by a reviewer or an auditor, not a log file.
Segregation of duties holds
Agents prepare and post; approval rights, delegation and limits stay with your named people and your existing controls.
Autonomy is earned
Most teams start with a low line and a wide review, then raise it category by category as the agents' record on those cases becomes clear.
Connect, configure, run — one process at a time
Connect
Pre-built connectors to major ERPs, banks and document channels. Your ERP remains the system of record throughout — nothing is migrated.
Configure
Your chart of accounts, approval matrix, tolerances and thresholds. Unfamiliar document layouts are learned from a handful of examples, not an engineering ticket.
Run
The first process goes live in weeks, not quarters, with a narrow autonomy line and full review. Coverage and autonomy widen from there.
What it has done in production
150,000 invoices a month, 5,000 suppliers. Fifteen exception types accounted for roughly 90% of what needed handling.
$18M+ to the bottom line, 85% of credit terms rationalised, 74% fewer distinct payment terms in use.
400 offices across 60 countries, with 90+ validations applied before an invoice is posted.
95+ GL accounts reconciled continuously; 30% more volume absorbed by the same team.
Trusted at enterprise scale, recognised by the analysts
Star Performer
Assessed on capability and market impact in finance and accounting automation.
Top 10 placement
Ranked among the leading providers of intelligent finance operations.
Champion
Awarded on verified customer ratings rather than analyst opinion.
What your auditor will ask
Information security management system, independently certified and re-audited.
The privacy extension to 27001, supporting GDPR and comparable regimes.
AICPA trust services criteria — security, confidentiality and availability.
Controls relevant to financial reporting — the report your auditors will want.
For customers whose finance operations touch protected health information.
Live certification status, audit scope and the sub-processor list, on request.
Three things worth saying plainly
No one's data is clean
Vendor masters have duplicates, POs are missing, coding is inconsistent. The agents work with that and surface it — but the first weeks will show you things about your own data you may not want to see.
Autonomy starts modest
Touchless rates in the eighties are the result of months of learning on your specifics, not a launch-day setting. Expect a curve, and hold us to its slope.
Some work stays yours
Approval, materiality judgment and the relationships behind a disputed invoice belong to your team. The aim is to hand them fewer, better-prepared decisions — not none.
Pick the process area that hurts most, and we will show you it running.
A working walkthrough on that area, then a read of your own volumes, exception mix and close calendar to size what autonomy is realistic in year one.
On your chosen area, under NDA.
Mapped to an autonomy plan.