Keep control of your records
Run AI on your own machines and encrypt new review notes and documents end to end.
Finance
Get finance work ready for review
Use AI to prepare reconciliations and review packs on your own machines. Give your team the evidence to check exceptions and sign off.
Automate recurring checks
Let AI compare records and prepare exceptions so analysts can focus on what needs a closer look.
Keep a record of sign-off
Give reviewers the same evidence and keep their decisions with the work the AI prepared.
Build AI into the checks you already run
Start with a repeatable task. Let AI prepare the work and give the reviewer the evidence they need to sign off.
Choose where AI processes your records
Use Edge AI to run a model on hardware you control. With Encrypted data enabled, new supported notes and documents are encrypted on your device before upload and shared with enrolled teammates.
Take repeat work out of finance reviews
Set up a workflow to compare records, collect supporting evidence, and hand exceptions to an analyst. Reuse the same steps for the next close or review cycle.
Give analysts an assistant for their work
Give your assistant approved finance policies and procedures so analysts can find answers and draft commentary. Bring a fine-tuned model, or talk with us about one we can provide or tune together for your checks.
Trace the work from evidence to approval
Choose which tools and skills each agent can use. Require a person to review exceptions or approve a report, and keep their decisions alongside the agent’s work.
Start with one finance workflow
Pick a recurring check with a clear source of truth and a named reviewer.
Reconciliation
Compare approved exports and prepare a list of differences for an analyst to investigate.
Risk review
Organize evidence against a checklist and surface gaps for the reviewer.
Reporting packs
Draft commentary from approved figures and route it to the report owner for sign-off.
Talk through a finance workflow
Bring a sample reconciliation or review pack. We’ll discuss what the model should do and where your team signs off.