AI Assistants for Finance and Back Office
Move recurring work forward in finance and back office with defined responsibilities, existing systems and accountable human oversight. Scope and safeguards are configured for your environment.
Start With an Operational Role
Finance & Back-Office Assistant
Validates documents, reconciles records, and advances recurring administrative workflows.
Compliance Assistant
Monitors policy requirements, organizes evidence, and flags exceptions for accountable review.
Your Workflow. Your Rules. People in Control.
Define the responsibilities, trusted knowledge, system access and communication channels. Agree authority, exceptions, approval requirements and measurable outcomes with the accountable business owner.
Understand
Reads records, communications, documents, policies and operational context.
Decide
Combines AI interpretation with business rules, permissions and priorities.
Act
Updates systems, communicates, prepares documents and advances workflows.
Escalate
Routes ambiguity, exceptions and consequential decisions to people.
Report
Communicates completed work, outcomes, exceptions, costs and opportunities.
Governed for Your Operating Environment
Four-tier operational architecture
AI action above trusted data, deterministic rules and human operations control.
Human oversight and autonomy
Set authority by responsibility, risk, dollar threshold and user role.
Security and controlled access
Least privilege, protected credentials and governed system access.
AI governance and asset inventory
Know every Assistant, approved purpose, model, tool and deployment version.
Model choice without lock-in
Select the right approved intelligence for each responsibility.
Complete visibility and evidence
Trace actions, approvals and outcomes—and improve through governed releases.
Don’t see the Assistant you need?
Let us configure one for you—around your responsibilities, systems, SOPs and approval boundaries.