AI for WORK

Strengthen financial decisions with faster, clearer insights

Enable finance teams to analyze faster, forecast more accurately, and automate tasks more efficiently with AI for Work, enhancing confidence in reporting, forecasting, and audits.

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Turn data into decisions

Enterprises unify financial knowledge, reduce manual review, and deliver faster, more reliable insights to support accurate reporting and better decisions.

Instant access to critical finance resources

Find policies, models, and close materials instantly so teams respond to leadership with confidence and reduce manual follow-up requests.

Shorten close cycles, improve accuracy

Streamline narratives and reviews to enable finance teams to close faster with cleaner, more accurate, and audit-ready outputs, and shorten the monthly close by 3-5 days.

From data entry to data-driven insights

Automate validation and documentation work so analysts spend more time on forecasting, planning, and insights that drive business decisions.

AI for WORK

Empower every finance team member with AI agents

From reporting to forecasting, finance teams reduce time spent on repetitive tasks, work with greater precision, and deliver insights that drive business growth.

Retreive financial insights instantly

Find policies, audit notes, financial models, and other financial insights using a single interface across ERP, FP&A, order-to-cash, document management systems, and more, enabling teams to respond faster, reduce manual work, and deliver confident insights to stakeholders.

Create financial summaries

Produce reports and variance narratives that provide executives with consistent, compliant briefings and supporting documentation, reducing reporting cycles and ensuring audit readiness with complete evidence trails and analysis.

Automate invoice checks and updates

Validate invoices against POs, contracts, and payment terms across ERP systems, procurement platforms, AP workflows, and more (i.e., SAP Ariba, Coupa, NetSuite), so teams detect mismatches, trigger approvals, and send instant status updates to vendors and stakeholders, improving payment accuracy.

Works with your existing systems

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AGent marketplace

Pre-built AI agent templates for finance teams

Explore pre-built AI Agent templates for finance teams in the Agent Marketplace. Customize and deploy AI agents for reporting, audit preparation, and forecasting, reducing manual effort and increasing financial productivity.

Explore more templates
Company and investor profiles

Turns dense 10-K filings into clear, digestible profiles. Ideal for understanding a company's core operations, financial, and strategic focus at a glance.

Corporate Research
Financial Analysis
Create meeting notes for finan..

A smart assistant that converts meeting transcripts into clear, organized notes, highlighting decisions, action items, and next steps.

Meeting Management
Financial Documentation
Bill payment and management

Manages all aspects of bill payments, including scheduling, modifying, canceling, eBills, and automatic payments.

Finance