Finance, AI-native.
The close in five days, cash seen daily, every exception with a reason and a record.
Finance holds the ledger, and the ledger only knows what was posted. The order lives in the CRM, the delivery in the warehouse system, the customer's complaint in support, the hire that changed payroll in the HRIS. An AI-native finance function reads all of it over the same rails, so the numbers stop arriving late and stop arriving alone.
Training and deployment, scoped to your company. Custom build, custom price, one conversation to start.
The popular systems finance runs on, and many more, on the rails.
Each one stays the system of record for what it owns; the rails read it everywhere and write to it only through its own controls. These are the ones this market runs on most; anything with a data model connects the same way, and we have connected a long tail beyond this list.
SAPERP and general ledger at the top of the market
Oracle NetSuiteERP for the growing mid-market
Microsoft Dynamics 365ERP and finance in Microsoft shops
QuickBooksThe books for most small and mid-size companies
Sage IntacctCloud accounting with multi-entity depth
Workday AdaptivePlanning, budgeting and forecasting
AnaplanConnected planning across functions
Bill.comAccounts payable and receivable workflow
RampSpend, cards and expense
StripePayments, billing and revenue data
What finance can do when every system speaks.
The use cases that matter here need data from other functions, and every answer arrives with its sources attached, so the decision that follows is made on the data. Each card names where its data comes from; each of those is a page on this map.
The close, from fifteen days to five
Sub-ledgers reconciled as transactions land instead of at month end. An agent flags every variance with the source document attached, drafts the journal entries, and hands the controller a close that is mostly review.
Cash, actually daily
Receivables from the ERP, expected collections from the CRM's deal stages, payables from the AP tool, payroll from the HRIS, into one cash view every morning, with the three things that moved it.
Touchless payables under a threshold
Invoices matched to purchase orders and receipts, approved and scheduled without a hand on them under a limit the CFO sets. Everything above the line routed to a person with the reason.
Revenue that reconciles to the pipeline
Bookings, billings and collections read against the CRM so finance sees a deal's cash before sales has closed the quarter, and sales sees which invoices its customers have paid.
The co-workers we put on the rails.
Each one is a specialized AI co-worker for finance, working from the shared brain with the right context and permissions. You own them; they run on your accounts; each ships with a completion test in your own operational language.
- A close co-worker
Reconciles, flags variances with sources, drafts entries, keeps the close checklist honest.
- An AP co-worker
Three-way matches, routes exceptions with reasons, schedules approved payments.
- A cash co-worker
Reads receivables, payables, pipeline and payroll into one daily view and tells you what moved.
- An FP&A co-worker
Rolls forecasts from the systems of record instead of from a spreadsheet someone emailed.
The belts, inside finance.
The same dojo path, run inside your team and sized to the room. The people are ready the day the co-workers are, and the standard stays after we leave.
- White Belt, the whole finance team
How to hand a reconciliation to a co-worker and check it, what the gates mean, what never leaves the building.
- Ninja, the controllers and analysts
Run, tune and extend the close and AP co-workers on your own ERP. Write the completion tests in your own language.
- Sensei, one or two in finance
Own the standard, train the next hire, decide what the co-workers may do next.
The path itself: the front door, the foundation, Become a Ninja.
The hard questions, answered before we start.
SOX and the audit trail
Every agent action near the ledger is logged with the source and the approver. The completion test is the evidence.
Writing to the ERP
Agents write through the same APIs and validations people use, never around them. Change control applies.
Accuracy in a journal entry
Agents propose; a person posts, until the error rate on a workflow earns the right to execute under a threshold.
Where the numbers go
The client owns the agents; they run on the client's accounts; no model is trained on the books.
Finance is one function of one system.
Most connected to Sales and RevOps, Operations and Supply Chain and People. Start with one function or take the whole system; the rails are the same either way.
- FinanceSAP · Oracle NetSuite · Microsoft Dynamics 365
- Sales and RevOpsSalesforce · HubSpot · Microsoft Dynamics 365
- MarketingHubSpot · Adobe Marketo · Mailchimp
- Customer Support and SuccessZendesk · Intercom · ServiceNow
- Operations and Supply ChainSAP S/4HANA · Oracle SCM · Microsoft Dynamics 365
- PeopleWorkday · ADP · BambooHR
- IT and SecurityOkta · Microsoft Entra ID · ServiceNow
- Legal and ComplianceDocuSign · Ironclad · Vanta
Finance, trained and deployed in your company.
Every enterprise build is custom, so pricing comes from the conversation. It starts with the free Readiness Score: two hours with your leadership team, a one-page score, and the three findings that matter most for finance.