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FIN · Use Case Study

Finance Systems

Reconcile, post, and close with policy-aware agents.

Treasury, AP, AR, and the general ledger run as a single governed loop — agents reconcile, draft journal entries, surface variance, and prepare statements for human sign-off.

Scope a FIN pilotSee the runtime →

01 · Baseline

The coordination tax, measured.

Pre-agent metrics captured across finance systems workflows during the Phase 01 read-only observation window.

Reconciliation backlog

$0M

Open items > 30 days

AP exception rate

0%

Routed to manual review

Treasury cash forecast

±0%

14-day variance

02 · Architecture

How the agent core integrates.

Bounded actuation framework wraps every tool. No raw access — typed surfaces, scoped credentials, policy-bound writes.

  1. 01

    Sub-ledger fabric

    NetSuite, Oracle, SAP, Kyriba exposed as typed financial tools with policy-bound posting authority.

  2. 02

    Reconciliation agent

    Daily three-way match across bank, GL, sub-ledger; drafts adjusting entries, escalates anomalies.

  3. 03

    Cash forecast loop

    Reads AR aging, AP schedule, and treasury positions; updates rolling forecast continuously.

03 · Outcomes

Steady-state, after Day 60.

Measured against the Phase 01 baseline. Every number is reconciled by the same audit fabric your CISO already trusts.

Open recon items

$0.0M

−96% vs. baseline

AP exceptions

0.0%

−88% vs. baseline

Forecast variance

±0.0%

14-day rolling

04 · Rollout

60 days. Three milestones.

Reversible at every step — rollback in < 60s.

  1. Phase 01

    Days 1–20

    Read-only observation

    Agent senses, plans, and shadows live traffic. Zero write surface. Baseline metrics captured.

  2. Phase 02

    Days 21–45

    Supervised execution

    Every action drafted by the agent, 1-click human approval, immutable audit trail signed off.

  3. Phase 03

    Day 46+

    Bounded autonomy

    Full Observe → Decide → Execute → Verify loop. HITL retained only on high-risk thresholds.

Governance

Controls shipped with this workflow.

Aligned to OWASP Agentic Top 10 (2026) and ISO 42001.

  • SoD enforcement at posting
  • Materiality-based HITL
  • SOX 404 evidence stream
  • Reversible posting with audit
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90-minute discovery workshop

Map this study to your FIN stack.

We baseline your workflows, walk the 60-day staircase, and leave you with a deployment plan — not a pitch deck.

Book workshopCompliance matrix →
SOC 2 Type II — Aligned
ISO 27001 + 42001 — Aligned
EU AI Act Art. 12 — Aligned
OWASP Agentic 2026 — Aligned