%20(1).png)
See Agent Finance AI In Action
Built by CFOs for CFOs
The Solution You Need To Run A World Class Finance Department
Never Miss a Deadline
42% ↑ Delivery on Time
-
Dedicated Finance Calendar to keep your finance department laser focused on meeting all deliverables
-
Instant in-app and email notifications the moment any deadline is missed
-
Set up you entire annual finance calendar in 10 minutes
.png)
Upskill Your Finance Team
350% ↑ in Training Efficiency
-
Agent Finance AI maps all your detailed finance processes by watching staff in action.
-
It generates checklists and video guides to train others in your team.
-
The perfect solution to optimise the handover of all finace tasks, reducing knowledge loss on the departure of key staff.
Speed Up Month End
Average 1.4 Day Saving
-
Map all steps required to deliver month-end, with agreed timelines, dependencies and owners.
-
Full visibility across the team as to progress, with notifications to start tasks earlier where possible.
-
Historic performance reporting with AI insights on how to optimse your workflows to close your monthly books earlier.
The World's First Finance Operating System
Effortless Collaboration
Collaborate seamslessly with your timetable, deliverables, files, training materials and notes in one location.
Time Saving
Set up your entire annual finance calendar in under 10 minutes. Add new deliverables in seconds.
Knowledge Library
Document all finance processes that are currently sitting on notepads and spreadsheets.
Detailed Checklists
Leveraging AI, generate detailed process notes by simply carrying out your daily tasks as normal.
Prompt Reminders
Real-time notifications where deadlines are at risk or when deliverables can be completed early.
Source of Truth
Avoid version control issues, with a direct link to latest version of all your key finance files in Sharepoint.
Absolutely. You have 30 days to see just how much Agent Finance can simplify your finance operations. No credit card required.
Agent Finance is designed for finance departments in all types of companies. It will save you time whether you have one person or a team of 100 in finance.
The Finance Calendar simplifies the management of cyclical deliverables for finance teams, offering advanced scheduling, enhanced visibility, automated reminders, and accountability tracking. Our clients enjoy significant improvement in meeting deadlines and faster monthly closing cycles.
Yes. It is designed to manage intricate schedules, including specific business days and dependant deliverables. It will automatically change all future deadlines should a dependant deliverable deadline be missed, saving you hours of admin.
AI creates detailed checklists with supporting videos to support training for all tasks within your finance team. Start recording and complete your tasks as normal. Agent Finance will compile the checklists in the background. It's that simple.
Our clients no longer fear key staff going on leave, with detailed instructions for others to cover their work.You can elect to turn off all AI within Settings. You can still build a repository of training checklists and videos, but will have to build these manually. It's still much faster than traditional methods.
Agent Finance is currently integrated with your Teams and Outlook Calendar. Let us know what other integrations you need.
Security is our top priority. We use enterprise-grade encryption, regular security audits, and compliance with data protection regulations like GDPR.
Most users can set up their entire annual finance calendar within 30 minutes.
For checklists, you can start building your repository immediately - just turn on recording as you work.You are very unlikely to need assistance as the platform is intuitive. However, we are available to provide guided onboarding sessions to ensure your team is up and running quickly.
Frequently Asked Questions
See What Our Customers Are Saying
As CFO, I now have real-time assurance that all finance deliverables are on-track. I am notified immediately when anything goes wrong, rather than finding out in key meetings in front of major stakeholders.
With Agent Finance AI, we now deliver our board pack 3 days faster each month. My board are happy. I'm happy!
Jason Lintzeris
CFO - Stratton Finance
See What Our Customers Are Saying
As CFO, I now have real-time assurance that all finance deliverables are on-track. I am notified immediately when anything goes wrong, rather than finding out in key meetings in front of major stakeholders.
With Agent Finance AI, we now deliver our board pack 3 days faster each month. My board are happy. I'm happy!
Jason Lintzeris
CFO - Stratton Finance
