AI agents for finance and back office operations
Finance work is rule-heavy, deadline-driven, and unforgiving of errors. That is exactly the profile where a scored agent system outperforms both a spreadsheet and a generic assistant.
What breaks today
Month-end compresses a month of small exceptions into one week of overtime.
Reconciliation is mostly matching, but the value is in the mismatches, and those are where the time goes.
Collections follow-up is a discipline problem, not a difficulty problem. It slips when the team is busy.
Expense review is either rubber-stamped or a bottleneck. Rarely anything in between.
The agent team we deploy
Each agent does one job well. The AI Manager routes the work between them and loads the right context from your company brain on every task.
Reconciliation agent
Matches transactions across systems, explains each proposed match, and isolates the residual for human review.
Exception agent
Categorizes every break by likely cause, attaches supporting evidence, and proposes the correcting entry for approval.
Collections agent
Runs the dunning sequence by segment and relationship, escalates on schedule, and stops immediately when a payment or a dispute lands.
Expense agent
Applies your policy to every submission, approves what is clearly compliant, and routes the rest with the specific rule cited.
What goes into the company brain
The company brain is the grounded knowledge layer the agents read from. It runs on open infrastructure that you own outright.
- Your chart of accounts, policy thresholds, and approval matrix.
- Customer payment behavior and relationship notes that change how you chase.
- Close calendar, cutoffs, and the recurring adjustments that happen every period.
- Prior period decisions, so treatment stays consistent.
How output gets scored
The AI Judge reviews work before it leaves the system. The Improvement Manager turns every rejection into a rule or a test.
- No agent posts an entry without passing a rules check and a confidence threshold.
- Every automated posting is reversible and traceable to its evidence.
- Anything touching revenue recognition, tax, or external reporting stays with a person by default.
How the rollout runs
- The scan starts with your close checklist and where it actually stalls.
- First deployment is usually one reconciliation with a clean system boundary.
- Collections and expense follow once the audit trail has been reviewed by your controller.
Everything starts with the two-week AI-First Scan. From there, a single agent pilot runs $15,000 to build with $2,500 per month to operate. Full pricing is on the pricing page.
You keep your existing CRM, ERP, email, and ticketing. We build the agent layer on top of them, and we run it. See how a Cloudify agent system works for the full architecture, or browse the other workflow categories.
Bring us one painful workflow. We'll make it AI-first.
Two-week AI-First Scan. A ranked opportunity map. A deployed system your team does not have to babysit.