An agent equipped
for the whole job.
Give your agents the foundations to follow a process and the financial tools to do the work. Your team defines the boundaries, reviews the decisions and sees how the job gets done.
Agent foundations
The infrastructure for an agent that can carry a process forward, with the context, access and authority your team gives it.
Deterministic Flows
Workflows your agent configures code free.
Policy & Context Engine
Context tells agents your SOPs. Policies enforce them.
Data Connect & Prep
Connectors and ETL for your agents to set up.
Approval Gateway
Make and control decisions requiring humans.
Communication
Work with agents wherever work happens.
Operations tooling
Dedicated tools for the detail of financial operations: compare the records, explain the differences and report on the work.
One workspace. Connected capabilities. Human oversight. Start with the work your team needs done, and we’ll help make it part of your day.
Find the fit for your firmThe value is in
the work that gets done.
A flow prepares the records. Reconciliation finds a difference. An investigation explains it. A message brings back the missing detail. Your decision moves the work forward.
Explore the solutions