Finance policy & controls desk
Finance spends a good part of its week telling the rest of the business what the rule is. This agent answers those questions from the policy set you connect, covering spend limits, approval routes, expense rules and the control that applies, and cites the document behind each answer. Anything that needs interpretation goes to the controller.
Step by step
Index the finance policy set
Finance policies, delegated authority tables and control descriptions are indexed from the sources you connect.
Answer where the policy is clear
A question about a threshold or an approval route is answered by quoting the policy and linking to it.
Name the version that applies
The answer says which policy and which version it used, so a reader can tell whether a rule changed since they last asked.
Separate quoting from interpreting
Where an answer would mean reading between the lines, the agent says so rather than offering a view of its own.
Route the hard questions on
Interpretation questions go to the financial controller with the relevant policy text already attached, so the reply is quick to write.
The controller approves interpretations
Any answer that goes beyond quoting the policy is written and approved by the controller, not by the agent.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelFinance teams supporting budget holders across the business, where the same threshold and expense questions arrive every week from people who cannot find the policy.
Escalation
When it asks a personThe financial controller approves any answer that interprets a policy rather than quoting it
Applications & Rights
Which tools it uses, and what it may do in each
ConfluenceRead only
NotionRead only
SharePointRead only
Google DriveRead only
SlackWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Finance teams supporting budget holders across the business, where the same threshold and expense questions arrive every week from people who cannot find the policy.
What you’ll need
- A current finance policy set
- The delegated authority table
- An agreed list of interpretation topics
- A controller on rota to approve
What you get
- Cited policy answers in the channel
- A queue of interpretation questions
- A log of questions the policy does not cover
What it doesn’t do
It quotes your policies. It is not regulatory or tax advice, it does not approve spend, and it cannot tell you whether a control is well designed, only what your documents say it is.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Is this regulatory advice?
No. It retrieves and quotes documents you have connected, including any external guidance you hold a copy of. It does not interpret regulation, and questions that need interpretation are routed to your controller or your adviser.
Can it approve a purchase or an expense?
No. It can tell a budget holder which threshold applies and who the approver is. The approval itself happens in your own system, by the named person, exactly as it does now.
What if two policies conflict?
It shows both, with dates, and flags the conflict for finance. It does not pick the one that looks more recent, because the effective date and the document date are often not the same thing.
How current are the answers?
It reads the live source, so a policy updated this morning changes the next answer. The log of unanswered questions tells finance which policies are missing or unclear, which is usually where the real work is.