Finance Ops co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
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Query with confidenceQuery financial data with cited, auditable outputs
Surface reports, automate routine analysis workflows, and get answers that trace back to source documents every time.
Contact salesarrow_forwardfact_check
Every figure traced to source
Answers arrive with the document and the page behind each number, so a reviewer can check the working.
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One question across every store
Finance asks once and the agent looks across the drives, workspaces and mailboxes the team already uses.
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Reporting arrives as a draft
The close note, the commentary and the variance story come back written up, with the open items already flagged.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Close & Reporting
Month-end close tracker
Tracks the close checklist, finds the gaps and drafts the status note.
- Close checklist status in one view
- Items with no supporting evidence flagged
- Drafted status note for the controller
Reads
WritesThe financial controller approves the status note before it is posted
The financial controller approves the status note before it is postedManagement reporting commentary
Drafts the monthly commentary from signed-off numbers, citing every figure.
- Commentary drafted from the approved pack
- Each figure linked to its workbook
- Unexplained movements listed for chasing
Reads
WritesThe finance lead approves the commentary before the pack is circulated
The finance lead approves the commentary before the pack is circulated02Controls & Audit
Audit evidence desk
Turns a request list into a cited index of what exists and what is missing.
- Request list matched to filed evidence
- Missing and out-of-period items flagged
- Cited index prepared for the controller
Reads
WritesThe financial controller approves the index before anything reaches the auditor
The financial controller approves the index before anything reaches the auditorFinance policy & controls desk
Answers spend policy, threshold and control questions from your own documents.
- Approval thresholds answered with the policy
- Control descriptions retrieved on request
- Interpretation questions routed to the controller
Reads
WritesThe financial controller approves any answer that interprets a policy rather than quoting it
The financial controller approves any answer that interprets a policy rather than quoting it03Planning & Business Partnering
Budget versus actuals briefing
Assembles the variance story for a budget holder, with the documents behind it.
- Movements gathered per budget line
- Documents that explain a movement attached
- Open questions listed for the review meeting
Reads
WritesA business partner reviews the briefing before the budget holder receives it
A business partner reviews the briefing before the budget holder receives itSpend enquiry desk
Answers invoice and purchase questions, and drafts the reply for finance to send.
- Invoice and purchase records retrieved on request
- Approval history attached to the answer
- Replies drafted for finance to send
Reads
WritesFinance approves the reply before it is sent to a supplier or a budget holder
Finance approves the reply before it is sent to a supplier or a budget holderConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for how Finance Ops teams work
Every capability is designed around the real workflows your team uses every day.
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Report automation
Ask for any financial report and get a synthesised answer from across your connected systems. Every figure cited to its source.
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Compliance queries
Surface relevant regulatory guidance, internal policies, and audit trails in seconds. Reduce time spent on manual compliance research.
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Cross-system search
Query across your ERP, spreadsheets, and financial documents simultaneously. No more toggling between disconnected systems.
How it works
Events
Co-build sessions for finance ops
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.