Automate the Workflows. Catch the Anomalies. Close with Confidence.

We build autonomous workflows that replace your spreadsheet checklists with orchestrated, auditable processes. Every task has an owner, a deadline, a dependency chain, and a completion record.

• AP approval routing Invoices flow through approval chains based on amount, vendor, GL code, and department. A $500 office supply invoice routes differently than a $50,000 consulting engagement. Escalation rules trigger when approvals stall.
• Financial close orchestration Every close task is sequenced with dependencies. Subledger reconciliation completes before consolidation begins. Intercompany eliminations trigger only after both entities have posted. The controller sees real-time progress without asking anyone.
• Document processing Bank statements, vendor invoices, expense receipts, and remittance advices get extracted, validated against your chart of accounts, and routed to the right workflow. Not OCR that dumps text into a field — extraction that understands what a credit memo is.
• Journal entry automation Recurring entries, accruals, and standard adjustments post on schedule with proper documentation. Unusual entries get flagged for review.

We build detection systems that monitor your financial data continuously not at month-end, not during audit prep, but as transactions flow through your systems.

• Unusual transactions Payments to new vendors that exceed historical averages. Invoices with round-number amounts from vendors that typically bill specific amounts. Credit memos issued without corresponding returns or disputes.
• Variance alerts Budget-to-actual variances that exceed your thresholds, broken down by cost center, GL account, or project. A live monitoring system that alerts the responsible manager when a variance crosses the line.
• Duplicate detection Duplicate invoices, duplicate payments, duplicate vendor records. Not just exact matches — fuzzy matching that catches the same vendor invoiced as “Acme Corp,” “Acme Corporation,” and “ACME CORP LLC.”
• Intercompany discrepancies Balances between entities that should net to zero but do not. Transaction-level matching that identifies which specific entries are causing the imbalance.
• Trend breaks Revenue recognition patterns that shift unexpectedly. Expense categories that spike without corresponding activity changes. Cash flow timing that deviates from historical cycles.

We deploy AI agents autonomous software that can reason about accounting data, make decisions within defined boundaries, and escalate when something falls outside its authority.

• Transaction categorization An agent reviews uncategorized transactions, compares them to your historical coding patterns, and applies the correct GL code with a confidence score. High-confidence categorizations post automatically. Low-confidence items queue for human review.
• Reconciliation agents An agent pulls bank statement data and ledger data, matches transactions using multiple criteria (amount, date, reference, counterparty), and identifies unmatched items. It proposes explanations, not just lists differences.
• Exception investigation When an anomaly is detected, an agent gathers context before routing it to a human. Instead of “unusual payment to vendor X,” the agent delivers full context: historical average, last similar payment, likely explanation, and confidence score.
• Safety boundaries Every agent operates within explicit rules. No agent posts journal entries above a defined threshold without human approval. No agent changes vendor banking details. No agent overrides approval chains. The boundaries are accounting rules, not just technical permissions.

Why our AI agents are different: Most automation agencies deploy AI without understanding accounting rules. Our team includes a qualified Chartered Accountant who defines the business logic, the escalation rules, and the safety boundaries. The agents do not just work they work the way an accountant would expect them to.

Every action in an autonomous finance workflow creates a record. Not because you configure logging because the system is built with auditability as a design constraint.

• Complete audit trail Every transaction, approval, modification, and exception is logged with timestamp, user identity, and action taken. Who approved what, when, and based on what information. No gaps.
• Segregation of duties enforcement The system enforces that the person who creates a journal entry cannot approve it. The person who sets up a vendor cannot authorize payments to that vendor. These controls are structural, not policy-based.
• Regulatory checks Automated validation against jurisdiction-specific rules. Sales tax calculations checked against current rates. Revenue recognition timing validated against ASC 606 criteria. Intercompany pricing checked against transfer pricing documentation.
• Control testing Continuous automated testing of your internal controls, not just during audit season. If an approval was bypassed, if a reconciliation was skipped, if a control operated differently than documented the system surfaces it immediately.