Module 02 · AI Automation
Agents on the systems you already run.
We read and act through the interfaces your systems already expose: API where one exists, RPA where it doesn't. Zero downtime. Data stays internal. Quick wins first, measured on cost and outcome.
| DOC | VENDOR | NAME | AMOUNT | ST |
|---|---|---|---|---|
| 4417 | 0012881 | ACME IND. | 18,420.00 | OPEN |
| 4418 | 0012882 | NORDEX LTD | 2,960.00 | OPEN |
| 4419 | 0012883 | KALMAR SUP | 51,300.00 | HOLD |
| 4420 | 0012884 | VEGA PARTS | 740.00 | OPEN |
| 4421 | 0012885 | ORBIS MFG. | 9,115.00 | OPEN |
| 4422 | 0012886 | LINDQ. CO | 27,640.00 | OPEN |
Agent · drafted journal entry
DR 5310 Materials 18,420.00 · CR 2100 AP 18,420.00awaiting approval
Illustrative data
Zero downtime.
Nothing is migrated and nothing is replaced. We read and act through the interfaces your systems already expose.
Your data stays inside.
Deployed inside your environment, under your permissions and your retention rules.
Reversible by design.
Retire an agent and the system underneath is exactly as it was. No lock-in at the process layer.
Where we build
Agents for every department. Finance first.
We start where value is fastest to prove, then expand on the same foundation. Some of what runs underneath we build ourselves; the rest are proven third-party platforms we select, deploy inside your environment and operate for you.
- Start here
Finance
Payables, reconciliations, reporting, invoicing
Supply Chain
Procurement, suppliers, logistics
Manufacturing
Production, quality, maintenance
Sales & Sales Ops
Quoting, orders, pipeline
Engineering & R&D
Specs, documentation, test data
Customer Support
Technical support, service tickets
Marketing
Content, campaigns, market insight
Legal
Contracts, regulatory compliance
HR
Onboarding, policies, recruiting
Why finance first
Why finance first: the densest rule-bound work, data already structured in the ERP, and results measured in a number the board already trusts.
Rule-bound work
The densest concentration of repeatable, checkable decisions in the business.
Structured data
The records are already in the ERP, already reconciled, already owned.
Board-trusted metrics
The result lands in a number leadership already reads every month.
Module 02 · Finance agent library
Finance agents we have built and deployed.
A sample of the library, running in industrial organizations on the ERPs they already operate. Every engagement adds to it.
A sample of the library
Accounts Payable
AP Three-Way Match Agent
Matches every invoice to its PO and goods receipt, clears the compliant majority and routes the real exceptions.
Accounts Payable
AP Invoice-to-Pay Agent
Captures the invoice, runs the match and drafts the journal entry. The controller approves rather than keys.
Order-to-Cash
Cash Application & Bank Reconciliation
Clears incoming payments against open receivables, so the team works the remainder, not the ledger.
Order-to-Cash
AR Aging & Collections Intelligence
Invoice-level aging, graded reminders and early flags on accounts about to become provisions.
Controls & Risk
Anomaly & Duplicate Payment Agent
Catches duplicate invoices, split purchases and spend outliers before the payment run leaves.
Controls & Risk
Credit Failure Investigation Agent
Cuts a 3 to 5 hour manual investigation into clear patterns and early warning signs.
Data & Access
Vendor & Item Master Data Agent
Validates and enriches new vendor and item records at onboarding, across every connected system.
Close & Reporting
Intercompany Reconciliation Agent
Reconciles dual-book transactions across jurisdictions and raises the gap the day it occurs.
Close & Reporting
Month-End Close Orchestrator
Task assignment, dependency tracking and status reporting across the close, without the chase.
Cost & Inventory
Standard vs. Actual Variance Engine
Splits margin variance by price, quantity, consumption and overhead, so the P&L explains itself.
Cost & Inventory
Inventory Reserves & LCM Engine
Calculates the required reserve layers and enforces lower-of-cost-or-market valuation continuously.
Treasury
Cash Flow Forecasting Model
AR and AP aging, payment terms and committed spend in one live liquidity view, with scenarios.
Data & Access
ERP Natural-Language Agent
Questions, reports and workflow execution on the ERP in plain language, with no query writing.
And more.
New finance agents are added with every engagement. Tell us the process and we will tell you whether one already exists.
Use cases.
The problem
AP keys and matches invoices by hand. Exceptions surface late, discounts lapse, and duplicates are found after the payment run.
What the agent does
Captures every incoming invoice, matches it against the PO and goods receipt, drafts the journal entry in the ERP, and escalates only what fails the match, with the reason stated.
Systems it touches
How it runs
- 01
Invoice lands in the AP mailbox
- 02
Agent extracts the lines and matches PO and goods receipt
- 03
Clean invoices posted; exceptions routed with cause
- 04
Controller approves a batch instead of keying it
The controller's day starts with four decisions, not four hundred keystrokes.
Across the organization
Beyond finance: the same foundation, every department.
A sample of agents already running in partner organizations. Every engagement adds to the library. Yours will too.
Supply Chain & Procurement
Procurement Intelligence Agent
Supplier performance, declining quality or rising delays, and external supply-chain signals.
Manufacturing & Operations
Production Pulse
Real-time production monitoring and anomaly alerts with first-pass root cause.
Task & Communication Agent
A personal AI agent that runs the team's task boards.
Sales & Sales Ops
Quote-to-Order
Automated quote generation and follow-through.
Customer Support & Field Service
Technical Support Agent
AI first-line response with full-context escalation.
Field Service Query Assistant
Routes technician queries by machine type and drafts the reply from the right knowledge base.
Executive & Strategy
CEO Assistant
Plant-wide KPIs, daily briefing and natural-language queries.
Competitor Intelligence Monitor
Tracks competitor deals, launches and hiring activity across the market every month.
Legal, Compliance & Governance
Regulatory Compliance Agent
Scans the standards that apply to you for changes, runs an automatic gap analysis against your existing processes and prepares audit-ready documentation.
Board Protocol Editor
Turns raw board transcripts into clean, faithful minutes with no added interpretation.
Marketing & CX
SEO & AI-Search Content Engine
High-authority content built to be cited by both search engines and generative AI engines.
Customer Survey Insight Extractor
Classifies themes, sentiment and risk, then briefs leadership anonymously.
HR & Talent
Recruitment Marketing Agent
Builds a full hiring campaign, from bilingual ads to referral copy, from one intake call.
Engineering & R&D
Specs, documentation, test data. Scoped per engagement.
Finance
Where this fits
- 01
Find
- 02
Prove
- 03
Govern
- 04
Embed
- 05
Compound