Live Demo · Finance Agent
Watch the Finance Agent triage a real exception, reconcile it against the source system, and advance the month-end close.
The Scenario
It's day 4 of a five-day month-end close window. A vertical SaaS finance team is reconciling 220 accounts across NetSuite, Mercury, Stripe, and three banking partners. Twelve exceptions are open in the queue. The Finance Agent is going to clear one of them, post the result, and update the close progress in front of your eyes.
The Workflow
An AP invoice fails three-way match against the linked PO. The agent picks it up from the NetSuite exception view and reads the supporting documents.
Loaded the invoice PDF, the PO, the receiving log, and the vendor's most recent rate card. Three checks run in parallel.
Variance is 4.6%, which sits above the 3% auto-approve threshold but under the 10% controller-required threshold. Fuel surcharge is a pre-approved variance class.
Agent matches the invoice to PO-4421 with a variance note, attaches the rate card excerpt, and routes to the AP manager for one-click approval.
A single-line message lands in #finance-ap. No back-and-forth needed — the agent already cited the policy and attached the source documents.
[2026-05-27 11:43:08] finance-agent EXCEPTION_RESOLVED invoice=INV-1842 vendor=northpoint variance_pct=4.6 policy=AP-VAR-003 routed=ap-manager source_docs=[invoice.pdf, po-4421.pdf, rate-card-v2.1.pdf] duration=42s
One exception cleared. The dashboard updates: 11 exceptions remaining, close progress ticks from 82% to 84%. The agent moves to the next queue item without prompting.
Outcome at scale
11 days → 4 days
Across a full close cycle, this loop runs hundreds of times. The compounding effect: the same finance team closes the books in four days instead of eleven, at 97.8% reconciled accuracy.
