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 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.

8 specialist 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 operators at scale
Fortune Global 500 telecomIndustrial manufacturerTop-5 single-family operatorNational oil & gasMajor banking institution
What agentic 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. The 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 8 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.