Client-ready proposals assembled from current business context.
Follow the instruction, agent work, and reviewer decision behind this result.
Outcome 01VisibleRun history
Delivered by FinanceContext and handoffs stay attached to the result.
Finance work, finally together.
Move money work forward with a clear review trail.
The Finance system is live. Sensitive actions can wait for your review.
Finance workspace
A
Finance workspaceOnline
What should I handle?
Connect the approved sources and define financial action limits.
Client-ready proposals assembled from current business context.Finance workspace ran · Review ready
TryReview workChange scope
A complete path to the result.
Prepare proposals, issue invoices, follow up on receivables, organize bookkeeping work, and monitor cash flow without hiding consequential actions.
Invoices and follow-ups that stay connected to the account.
Follow the instruction, agent work, and reviewer decision behind this result.
Outcome 02VisibleRun history
Delivered by FinanceContext and handoffs stay attached to the result.
A clearer view of obligations, collections, and cash movement.
Follow the instruction, agent work, and reviewer decision behind this result.
Outcome 03VisibleRun history
Delivered by FinanceContext and handoffs stay attached to the result.
Everything Finance needs to move.
Services and agents share context, controls, and one operating view.
Proposals
This service shares approved context and controls with the rest of the Finance system.
FinanceReadyConnected service
Operating viewInputs, actions, approvals, and results stay connected.
Invoicing
This service shares approved context and controls with the rest of the Finance system.
FinanceReadyConnected service
Operating viewInputs, actions, approvals, and results stay connected.
Budgeting
This service shares approved context and controls with the rest of the Finance system.
FinanceReadyConnected service
Operating viewInputs, actions, approvals, and results stay connected.
Set the brief. Follow the work.
Every system uses the same visible three-step operating rhythm.
Ask
Connect the approved sources and define financial action limits.
Instruction received
Move money work forward with a clear review trail.
Execute
Finance agents prepare documents, reconcile context, and flag exceptions.
Work in progress
Client-ready proposals assembled from current business context.
Approve
Review consequential actions and retain the full run record.
Review ready
Require approval before documents send or records change.
Meet the Finance agents.
Each specialist is live and ready for a clear instruction.
FinanceLive3 outcomes
Specialist agentWork runs with the same context, approvals, and run history.
FinanceLive3 outcomes
Specialist agentWork runs with the same context, approvals, and run history.
FinanceLive3 outcomes
Specialist agentWork runs with the same context, approvals, and run history.
FinanceLive3 outcomes
Specialist agentWork runs with the same context, approvals, and run history.
FinanceLive3 outcomes
Specialist agentWork runs with the same context, approvals, and run history.
Control stays with your team.
Choose what agents can do, what needs approval, and when a person takes over.
Control 01
Require approval before documents send or records change.
FinanceActiveAutonomy
Operating modeManualApprove-eachAuto-run
Change the mode or pause the system whenever you need to.
Control 02
Limit connected data and actions by role.
FinanceActiveAutonomy
Operating modeManualApprove-eachAuto-run
Change the mode or pause the system whenever you need to.
Control 03
Keep source references and run history with each result.
FinanceActiveAutonomy
Operating modeManualApprove-eachAuto-run
Change the mode or pause the system whenever you need to.
Questions, answered.
Start with one workflow or connect the whole department.
Only if you permit it. You can require approval for every proposal, invoice, reminder, or record update.
Yes. Inputs, agent actions, approvals, and outcomes stay visible in the run history.
Put Finance in motion.
Connect the approved tools, set the operating rules, and follow every action and result from one dashboard.