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The AI Office of the CFO

Streamline and speed up your most time-consuming tasks and drastically increase your finance teams' productivity — without sacrificing control — with specialized AI agents. These agents work within the same careful permissions and controls as your employees, delivering practical value so you can confidently bring cutting-edge AI into everyday operations.

Early access
Financial controller agent

Give your finance team a power boost with an AI agent that can handle your entire expense lifecycle. It does everything from chasing receipts and approvals to analyzing spend documents and spotting anomalies. Through natural conversations, the agent engages with employees right where they work — making month-end close fast and stress-free.

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Conversational submissions

Simplifies expense reporting by turning it into quick, straightforward chats. The agent gathers receipts, fills in the blanks, and follows up on missing info — ensuring everything is submitted on time with no hassle or back-and-forth.

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Analysis & anomaly detection

Goes above and beyond regular reminders, the AI agent analyzes transactions, flags policy violations, highlights potential risks, and suggests corrective actions before approvals take place.

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Proactive chasing

Autonomously chases receipts and approvals by engaging employees where they work. Whether on our platform, in Slack, or on Microsoft Teams – the agent gets things done more easily, helping you close the month on time.

In training
Procurement agent

Turn complicated purchase requests into simple texts and conversations. Employees just say what they need, and a Procurement Agent guides them through company policies, gathers required approvals, and helps compare vendor options — replacing days of emails and form-filling with a smooth, guided process.

In training
Travel agent

Simplify business travel with an agent that manages the entire process, from booking policy-compliant flights and hotels to capturing all related expenses. This agent eliminates manual coordination across departments and external agencies while ensuring compliance and complete documentation.

In training
Payments agent

Let a Payments Agent handle your employees' inquiries about transactions, reimbursements, and supplier payments, providing answers and investigating issues. Speed up tasks that previously took up your finance team’s time so they can focus on other initiatives instead.

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Powerful, purposeful, and secure

Empower your finance team with AI capabilities via a suite of financial AI agents, fully integrated into our enterprise-grade infrastructure. Built on established permissions, workflows, and audit trails, they streamline processes while keeping you in complete control.

Redefine productivity for your finance team

Supercharge your finance team's productivity by lightening their load. Let a team of specialized AI agents handle the heavy lifting and call on your team for key decisions when needed.

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Reap the benefits and stay in control

Operating within the same boundaries as your team, these agents seek confirmation when needed, ensuring transparency, accountability, and no misuse of data or permissions. With minimal setup required, they integrate seamlessly into your existing workflows, speeding up decision-making without disrupting your operations.

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Retain unmatched data security

Keep your data secure, thanks to our custom-built infrastructure, ensuring it never leaves our system and is never used for AI model training. Agents operate with strict access restrictions, identical to the employees using them.

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Designed for performance, built for productivity

Discover powerful and purposeful AI capabilities built into our infrastructure to deliver practical value from day one.

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Corporate cards
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Expense management
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Accounts Payable
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Procure-to-pay
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Budgets
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Integrations

Get ahead of the productivity curve