Enterprise AI, built for finance

The AI operations layer for finance.

Not a dashboard. A close that runs itself.

You own the sign-off. The agents run the close.

FinanceX is an AI finance platform that unifies every ERP you run — Oracle, SAP, Dynamics — into one live picture, then runs the close on it: a team of specialist AI agents reconciles the ledgers, drafts the journal entry with its supporting evidence, and surfaces every variance in dollars — ready for your sign-off. It doesn’t wait to be asked, and nothing posts to the ledger until a controller says yes.

See how it decides
✓ Specialist AI agents✓ Every ERP✓ Human sign-off✓ Fully audited
month-end · liveoperating
  • signalCash mismatch across 2 ERPs
  • reasonReasoning core
  • prepareJournal drafted + evidence
  • sign-offController signs off✓ you
  • ledgerPosted to the ledger✓
it prepares & posts — you sign off on the record
24/7watched
every ERP, every entity
Human in the loop
Sign-off
it proposes · you approve — every action audited
Trusted by finance teams at scale
Fortune Global 500 telecomIndustrial manufacturerTop-5 single-family operatorNational oil & gasMajor banking institution
What AI finance operations deliver
30–40%
lower DSO with AI-assisted collections & prioritization
60%+
of reconciliations matched straight-through — exceptions first
days → hours
faster close when the exceptions come to you
24/7
every ERP watched — the issue finds you
Directional outcomes from published finance-automation & AI-in-finance studies (Hackett Group, APQC, Gartner, Deloitte) — your ERPs and controls determine actuals.
Systems to close

One FinanceX. Every ERP the close touches.

The autonomous layer over your finance stack — wired into Oracle, SAP, and Dynamics, your banks and tax. 1,300+ pre-built integrations, configured with no code.

OperatorsCFO · controller · treasury · collections
FinanceXthe reasoning core — sign-off in the loop
Oracle EBSGL & sub-ledgers
SAP S/4HANAGL & sub-ledgers
MS Dynamics 365GL & sub-ledgers
Banks & railsbalances & statements
AR / APreceivables & payables
Tax & trial balanceclose & controls
Data warehouseSnowflake · BigQuery
Close / consolidationentities & FX
+ and more
A specific architecture.
⚙

Reasoning, not scripting

Goal-directed

Give it “close the books” — an outcome, not a macro. It plans the path.

Reasons, plans, and acts

Correlates across ledgers, drafts the entry, recovers from the exception. Work, not words.

⇄

Wired into your books

Reads the live ledgers

Every figure comes from your ERPs and banks — computed, never guessed or hallucinated.

Knowledge-driven, not rule-driven

Grounded in your accounting policy, controls & GAAP. Not a vendor rule library.

◫

Coordinated, not freelancing

A team, one core

Bounded specialists — collections, treasury, tax — under one reasoning core. Not one bot.

It proposes. You approve

It prepares the decision and files it for sign-off. Nothing posts until a person says yes.

The operating model

You own the sign-off. AI agents run the close.

Set the policy and the controls; a reasoning core reads every ERP, correlates the ledgers, and routes each $-quantified issue to the specialist who owns it — which prepares a decision that’s ready to approve, and posts nothing until a person says yes. It runs inside your perimeter; your books never leave.

Your systems
Oracle · SAP · Dynamicsyour ERPs & GL
AR / AP sub-ledgersreceivables & payables
Banks & payment railsbalances & statements
Tax & trial balanceclose & controls
Data warehouseSnowflake · BigQuery
FinanceX
Reasoning coreroutes every issueSpecialist agentsone per part of the closeObservationsit doesn’t wait to be askedPolicy & controlsyour accounting policy & GAAP
Operators & team
Command Centerthe decision queue
CFO cockpitthe whole picture
Role portalscontroller · treasury · collections
Ask anythingin plain English
The specialists

One reasoning core. A specialist for every part of the close.

The core fans work out to bounded specialists — each expert at its slice of finance, each carrying its own knowledge, tools, and controls, and each a full workspace in its own right.

Reviewers · human sign-off
Surfaces in
Command Center
Role portals
Ask anything
Approvals
Reports
FinanceX · Reasoning Coreroutes every issue to the right specialist
ObservationsPolicy & ControlsMemory
specialist agents — each a full workspace: worklist, 360°, next-best-action, email
Reconciliation
Collections
AP / Payables
Treasury
Tax & Trial-Balance
Reporting
Forecasting
Disputes
Systems out
Oracle / SAP / Dynamics
AR / AP
Banks
Tax / GL
+ and more
See all the specialist agents
Reconciliationmatches across ERPs; catches the double-count before close
Collectionsranks the aged accounts, drafts the dunning, tracks the promise
AP / PayablesPO-match, policy-check & schedule; catch the early-pay discount
Treasurycash by entity & currency; sweeps idle cash, watches FX
Tax & Trial-Balancecleanses the GL; the fix that unblocks the close
Reportingthe month-end pack & board narrative, in one click
ForecastingDSO & working-capital drift; the cash outlook, weeks ahead
Disputesreads the dispute, routes it, drafts the resolution
It doesn’t wait to be asked

Approve the entry — and the numbers move.

A dashboard makes you go looking. FinanceX surfaces the variance before you ask, in dollars, addressed to the owner — with the journal entry and its supporting evidence prepared. Sign off, and the ledger actually posts. Try it:

Command Centerrouted to the owner · ranked by dollars · it found these — nobody asked
Customer billed from two ERPsReconciliation Agent
$2.0M open for the same account across Oracle & SAP — a likely double-count before close.
$2.0M
Trial-balance issues block the closeTax Agent
6 flagged rows — an unmapped account, a sign error, a duplicate — each with a proposed fix.
6 issues
Idle operating cashTreasury Agent
$8.0M sitting in an operating account, earning nothing this quarter.
$8.0M
You said yes; it did the work — every number computed, every action audited. Illustrative example.
◇
No code · no engineers · no tickets

You build it. You change it. In an afternoon.

Every piece of that model is yours to shape — stand up a new role portal, add a specialist agent, define what to observe, load a new policy, or change a workflow — all in the admin console, no code and no waiting on a release. Wiring your ERPs is a fast implementation, not a rebuild.

Every process, its own workspace

Not a copilot that answers. A specialist that runs the process.

The best finance copilots give one workspace, bolted to one ERP. FinanceX gives every close process one — reconciliation, journal entries, accruals, approvals, treasury, and reporting — each with its ranked worklist, its supporting evidence read for you, the next move, and the plain-English answer, on every ERP you run.

☰
Ranked worklist

Every account and exception ranked by dollars and urgency — with the reason it's on top.

◉
360° summary

Invoices, payments, disputes, promises, and every email — read and summarized in one place.

→
Next-best-action

The move to make next — call, remind, escalate, sweep, apply-fix — compliant with your policy.

✉
Reads & drafts email

Understands the incoming message, pulls the intent, and drafts the policy-compliant reply.

?
Ask, don't search

Ask an account — or the whole book — a plain-English question and get the answer with its source.

The cycle you live in

One close. Every month, run for you.

Every company runs the same cycle — transactions to sign-off to reporting, then it starts again. FinanceX runs each step, and hands you the one that needs a controller.

01
Transactionsevery ERP feeds in
02
Reconciliationmatched, exceptions first
03
Journal entriesdrafted with evidence
04
Reviewvariance & materiality
05
Sign-offcontroller approves
06
Reportingthe board pack, in a click
↻Next month
The close never stops — so neither does the farm. Materiality, variance, and the audit trail, every cycle.
Across the close

Every step of the close — done before you ask.

From the first feed to the board pack, FinanceX runs the month: consolidate, reconcile, post, cleanse, sweep, and report — coordinated by one reasoning core.

Consolidate

One picture, every ERP

AR, AP, tax, and treasury pulled from every ERP into one live book — currencies normalized, entities rolled up.
3-ERP consolidationAging bucketsDSO / DPOCurrency normalizationPer-entity roll-up+ more
Reconcile & investigate

Catch the double-count

The same customer billed from two systems, caught by counterparty matching before it ever hits the report — ask the ledgers anything.
Cross-ERP matchingDuplicate detectionCounterparty normalizationAsk-anything Q&A+ more
Collections

Work the aged book

The 90+ bucket ranked by dollars, the 360° debtor summary read for you, the dunning drafted, the promise-to-pay tracked.
90+ prioritization360° debtor summaryDunning draftsPromise-to-payDSO watch+ more
Tax & controls

Unblock the close

The trial balance cleansed — unmapped accounts, sign errors, duplicates flagged with a proposed fix, ready to apply.
Trial-balance reviewIssue detectionProposed fixesApply & clearAudit trail+ more
Treasury & liquidity

Put the cash to work

Cash by entity, currency, and bank; idle operating cash swept to reserve, FX exposure watched, the outlook weeks ahead.
Cash by entity/bankIdle-cash sweepFX exposureSame-currency onlyCash outlook+ more
Close & report

The pack, in one click

The month-end board pack — KPI tiles, aging, cash — with the narrative drafted and the numbers computed, exported and editable.
Month-end packBoard narrativeKPI tilesExport to deckEvery number sourced+ more
The governing philosophy

It recommends. You approve. Everything’s on the record.

Automation that posts to the ledger can’t be a black box — and in finance, a wrong number is worse than no number.

1

Grounded, never invented

Every figure is computed from your ledgers by real arithmetic — the same inputs always produce the same answer. It will not hallucinate a number.

2

Human sign-off on everything

It prepares the entry, the sweep, the fix — then files it for a real approve/reject. Nothing posts until a person says yes.

3

In your perimeter, fully audited

It runs inside your private cloud; your books never leave. Every observation and decision lands on an append-only trail.

Dashboard / BI
FinanceX
Shows you the number
✓Makes the call
You go looking
✓It tells you first
One ERP at a time
✓Every ERP, one picture
Alerts, then waits
✓Acts on your approval
Can hallucinate a figure
✓Computed — never invented
S

Same engine as StudioX Core. FinanceX runs on the same AI Missions, Enterprise Knowledge layer, and 1,300+ integrations as every StudioX deployment — the same pattern that runs the resident lifecycle (ResidentX), network operations (NetworkX), and the manufacturing line (FactoryX), packaged for finance. Wiring your ERPs is a fast implementation, not a rebuild — the intelligence is already built.

Every ERP, every entity, every currency — one picture, live

Make your finance close itself.

Point it at your ERPs and banks. Ask what needs a decision this week — and watch it consolidate every system, surface what matters in dollars, and hand each call to the person who owns it.

Grab a time that works — or text me directly: +1 408 203 5641.