FinOps Agents: Six Finance Workflows Run by AI, Signed Off by Two People
Agents that run payables, reconciliation, close, receivables, expenses, and payroll inside a company's existing finance portals, with every action recorded and approved.
The Challenge
Finance teams spend their days moving data between bank portals, accounting systems, and spreadsheets. Most of those systems have no API, so earlier automation either broke on the first screen change or never made it past IT.
Key Capabilities
Six Ready Workflows
Accounts payable, bank reconciliation, financial close, receivables, expense management, and payroll, all on the same approval and audit backbone.
Works Without APIs
Agents log into the finance portals you already use and work them like a trained team member. No integration project.
Two-Person Approval
Nothing commits until two people approve it, and whoever proposed a change can never approve it.
Replayable Audit Trail
A screen recording of exactly what the agent did, synced to a step-by-step log, with sensitive data masked.
Flow Library
Start from finance templates, star the ones you use, and run them for yourself or your whole team.
Payroll by Rules
Payroll and final settlements calculated by rules for each jurisdiction, never estimated.
The Results
Built end to end and security-hardened. Available as a single-workflow pilot, so a finance team can prove it on one process before rolling out the rest.
Want to Modernize Your Financial Operations?
Let's discuss how AI agents can transform your banking and compliance workflows.
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