In the tools your team already uses.
Updates and approvals in Slack, Teams or email, connected to your finance systems.
AI AGENTS FOR ENTERPRISE OPERATIONS
Work, handled.
Control, yours.
AI agents for reconciliation and exception resolution.
See it in actionBUILT FOR YOUR FINANCE TEAM
Less to chase.
More control over your money.
We're building reconciliation agents that take on the follow-through and keep finance leaders informed.
Pilot target25%Less repetitive
Less repetitive
reconciliation effort.
Within 3 months
Against an agreed scope and baseline.
More time for the decisions that need your team.
A finance brief ready for leadership.
Outstanding amounts, overdue exceptions and decisions that need your attention—in one brief.
Follow-through on unresolved money.
Track missing settlements and deductions, with clear owners and timely follow-ups.
THE AGENT WORKFLOW
From connected records
to verified actions.
YOUR SOURCES
Business systemsDocumentsTransactions
SHARED CONTEXT
Connect records.
- Link related records
- Keep the source attached
AI MODELS (LLMs)
OpenAI
Claude
Other
Reason & plan.
OpenAIClaudeOtherModel options
TOOLS & CHECKS
Run checks.
Compare records
Calculate totals
Validate rules
REVIEW & ACT
Approve actions.
Proposed action↓Human approval when needed↓Update & verify
Verified updates → your systems
Your permissionsEvidence & approvalsProgress saved
FINANCE & RECONCILIATION
Find the difference.
Prove the reason.
From a reconciliation request
to an evidence-backed adjustment.
Reconciliation
You
Reconcile INV–0241. Explain the difference before posting.
HOW WE BUILD
The model is one part
of the system.
Invoice
Bank receipt
PaymentSource attached
Settlement
Ledger entry
CONTEXTLink receipts to
Link receipts to
their source records.
Connect invoices, bank receipts, settlements and ledger entries through transaction references, amounts and dates.
Transaction references · Source evidence
Recon agent
MatchRefs & amounts
CheckTolerances
CalculateFees & totals
Check each result against source records.
TOOLSMatch by rule.
Match by rule.
Explain the exceptions.
Apply matching rules and amount tolerances. Calculate fees deterministically; use agent reasoning to investigate unmatched transactions.
Matching rules · Tolerance checks
PERMISSIONSApprove adjustments
Approve adjustments
before posting.
Let agents read and match within scope. Require an authorised reviewer before an adjustment is posted to the ledger.
Scoped access · Posting approvals
Reconciliation run
✓Match
◇Approve
↗Post
✓Verify
Match state savedResume from this step.
Retry without posting the same entry twice.
EXECUTIONResume without
Resume without
duplicate postings.
Save match decisions and approvals as the run progresses. Resume after failures without posting the same ledger entry twice.
Saved checkpoints · Idempotent writes
Fees & partials
Timing differences
Replay reconciliations
Right matchCorrect amountApproval met
Review → approve a rule version
EVALUATIONTest the difficult
Test the difficult
reconciliation cases.
Test fees, partial payments and timing differences. Check match accuracy, adjustment amounts and approvals before increasing autonomy.
Regression cases · Approval gates