Every dollar approved, every write traceable
Fin, your Finance Colleague, handles card issuance, expense approvals, invoice status, vendor onboarding, and month-end close — with your approval matrix on every write and an audit trail on every step.
23 pre-built Finance playbooks
Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.
Approvals-first, always
Connected to your GL
Connected to your cards and AP
Audit-ready from day one
Priya’s Okta lockout can be cleared via self-serve MFA challenge — no IT intervention required. If MFA fails, escalate to IT on-call.
Month-end close, choreographed
Visibility. Reasoning. Action.
Every playbook, every action, every answer follows the same three-beat rhythm — one that keeps every write behind evidence and every decision behind policy.
Visibility
Read the full context — who is asking, what they own, what they can access, what breaks if we touch it. Nothing acts on incomplete signal.
Reasoning
Match the request to a grounded answer or a playbook. Cite the source paragraph, weigh the risk tier, and route to the correct approver where policy demands it.
Action
Execute the write on your systems with an audit-log id, an entity list, and a rollback path. Confirm the outcome with the requester in the same thread.
From ask to resolution in one loop
Six stages every request travels. What changes is how many stages policy lets the agent execute without waiting on a human.
In Slack, email, widget, MCP, or the helpdesk. Same voice, same context.
Grounded lookup against your knowledge with source paragraphs held aside.
Read the Context Graph — who, what they own, what breaks if we touch it.
Route to the correct approver per policy. Reversible writes gated, destructive step-up.
Act on Okta, Stripe, Workday, GitHub, or your own systems. Logged and attributable.
Confirm the outcome with the requester. Feed the result back into future decisions.
Expense receipt → filed and approved in 30 seconds
Photo of a receipt in Slack becomes a compliant expense line with the approval chain routed correctly.
For over-per-diem or missing-receipt cases, Fin drafts the exception request instead of filing. Same flow, different last step.
The controls your security team is going to ask about
Frequently asked questions
Common questions about Agentic Finance
Run finance on BeforeQuery
Book a demo and see what Agentic Finance does on your own data — usually within 45 days.