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Finance
Agentic Finance Operations
Agents run matching and reconciliation, investigate exceptions with citations, and draft variance narratives—controllers review and sign.
The industry issue
- Three-way matching and reconciliation consume skilled analysts on work that is pattern recognition, not judgment.
- Exceptions mean chasing context across ERP records, emails, and PDFs—each one a small investigation.
- Close compresses everything into a deadline crunch where errors are most likely and scrutiny is highest.
What the agents run
- Match invoices, POs, and receipts across systems; clear the routine and queue true exceptions with the discrepancy explained.
- Investigate exceptions by pulling the contract terms, correspondence, and history that explain them—citations attached.
- Run close checklists, reconcile accounts continuously instead of monthly, and draft variance narratives for controller review.
Guardrails & the human loop
- Agents propose journal entries and resolutions; controllers approve—segregation of duties is preserved, not bypassed.
- Every figure traces to source documents, which is what your auditors will ask for anyway.
- Payment execution and master-data changes stay behind human approval and existing ERP controls.