FinOpsYour finance function, run by an AI workforce.
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.
Point solutions automate tasks. They do not unify the function — and the people in between become the integration layer.
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 floorFourteen agents
Junior specialists, each expert in one job — invoice processing, cash application, collections, reconciliation, close. They work overnight and never context-switch.
Do the workYour 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 approveShared 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 betterYou are not buying software your team learns to operate. You are hiring a team that already knows the work and improves as it goes.
Fourteen agents. Four process areas. One platform.
One data model — an agent in one area sees what happened in the others. One queue — every case needing a human lands in a single action pane. Your ERP stays the system of record.
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.
One human stage. Approval stays with your team; the other nine stages of the lifecycle are the agents' work.
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.
Position, not a report. The cash view is read from applied receipts and open items as they land.
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.
Audit trail by construction. Every entry carries who or what prepared it, on what evidence, and who approved it.
The questions it answers without an analyst and two days
What is our position today, and in three weeks?
If we release this batch Friday instead of Tuesday, what changes?
Which discounts are we about to miss, and what are they worth?
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?
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?
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?
Asked in the same place the work happens. There is no extract, no overnight refresh and no separate reporting stack to keep in step.
This is what greeted the controller at 7:42
One queue for all of finance — no module-hopping. Everything the agents did overnight, and the few things they need from Dana, lands in this one place. The duplicate invoice is held behind a guardrail with the rejection already proposed. All that is left is her call.
Good morning, Dana
Your AI workforce resolved 287 items since yesterday. 4 decisions need you — everything else is moving on its own.
You decide how much the agents may do without asking
Every agent scores its own work against your master data and rules. Above the line you set, it acts and posts to your ERP. Below it, the item goes to a person with the reasoning attached. Thresholds by process, amount, account and exception type — and segregation of duties stays with your named people.
Autonomy is earned. Most teams start with a low line and a wide review, then raise it category by category as the agents' record becomes clear.
That decision just taught the system.
Dana rejected the Anvaya duplicate. Her resolution becomes institutional memory: next time this vendor double-submits, the Invoice Processing Agent resolves it autonomously — and shows her why. The vendor quirk one person knew stops being one person's knowledge.
Work is pulled from wherever it lives — mailbox, portal, EDI, bank file, ERP queue. Nobody uploads anything.
The document is read, not templated: header, lines, tax, intent — whatever layout it arrived in.
Scored against your master data, contracts, tolerances and history. The score is the agent's own confidence.
Above it, the agent posts. Below it, a person decides — and that decision joins shared knowledge.
Closing the books takes nine days. It can take two.
Illustrative, using Meridian's volumes. The closest real comparison we can name: a leading REIT closed 50% faster with 75% fewer errors and 30% more volume on the same team, across 95+ GL accounts.
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.
Sequenced, not big-bang. One process area proves itself before the next one starts. Touchless rates climb as the agents absorb your team's resolutions.
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
Assessed on capability and market impact in finance and accounting automation.
Ranked among the leading providers of intelligent finance operations.
Awarded on verified customer ratings rather than analyst opinion.
Certification covers the platform; the controls that matter day to day are the ones on the governance slide — your thresholds, your approvers, and an explained, attributable record behind every action an agent takes.
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.
FinOpsPick the process area that hurts most, and we will show you it running.
SESSION ONE · 60 MINUTES
Product walkthrough on your chosen area, under NDA.
SESSION TWO · 90 MINUTES
Your volumes and exception mix, mapped to an autonomy plan — what autonomy is realistic in year one.