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For every finance team
Agent governance and audit trail
The limits agents work within and the log of what they did are part of your system of record. Governance starts when the record is built and needs no separate tool added later.
Who this is for. CFO, controller or audit committee at a company already using or adding AI agents in finance.
The problem today
The first agent is easy to watch. By the tenth, added one project at a time by different people and vendors, nobody has one list of what each agent does.
Nobody can say what each one can touch or what it costs, and proving what an agent did means piecing it together from several systems.
- Every agent on one inventoryWhat it does, who owns it, what it can reach and costs
- A named owner for the rulesYour controller holds them, and changes need sign-off
- Limits written into the recordAmounts, accounts, vendors and approvals, set once
- A source to check each outputThe bank statement, subledger or filing it must tie to
- A review queue with a person on itAnything unsure or untied waits there for a decision
- A pause switch on every agentOne can stop at once while the others keep working
What changes
Agents got added project by project, and nobody has the full list.
One inventory shows what each agent does, who owns it and what it costs.
Proving what an agent did means digging through several systems.
Each run is logged in order and can be replayed for your auditor.
An agent looks off mid-close, and stopping it could stop the close.
You pause that agent. Its open items wait and the others keep working.
What we deliver: AI agent governance for finance
An inventory of every agent
What each agent does, who owns it, what it can access and what it costs to run.
One set of rules
Limits on amounts, accounts, vendors and approvals are written into the record once and applied to every agent. Changing a rule needs sign-off.
A full action log
Every run is recorded in order, with what the agent read, what it did, which rule allowed it and who approved what. It can be replayed step by step and handed to an auditor.
Checks against the source
Agent output is tied back to the bank statement, subledger or filing. Anything that does not tie, or that the agent is unsure of, goes to a review queue.
A pause switch
Any agent can be stopped at once without stopping the rest of the close.
A monthly report
Quality, exceptions and cost per agent, so you keep the agents that pay off.
What agents handle, and where your team steps in
What agents handle
Agents run their work inside the rules and write every action back to the record.
Where your team steps in
Your controller owns the rules, reviews the queue and decides which agents to expand, change or switch off.
Systems we work with
- NetSuiteERP
- QuickBooksAccounting
- SAPERP
- Microsoft 365Productivity
- OpenAIAI
- AnthropicAI
- n8nAutomation
From past work
Agents built with a full audit trail and human review.
Questions we get
Will our auditors accept an agent's log as evidence?
That decision belongs to your auditors, so we walk them through the log early. A record made as the work happens, showing the rule and the approval behind each action, gives them something they can test. We will not promise an answer on their behalf.
Can we govern agents we did not build with you?
Yes. Any agent can go on the inventory and under the same rules. How complete its log can be depends on what that agent can report, and we will tell you where the gaps are.
How do we stop an agent mid-close?
With the pause switch. The agent stops at once, its open items stay in the review queue, and the other agents keep working.
Who owns the rules?
Your controller. We help write them, but they sit in your record, and any change needs sign-off and is logged like every other action.
Related
- Finance transformation and governanceOne prioritized plan for every systems, close and control request, with owners and a weekly rhythm.
- Close accelerationA faster, cleaner close across every entity, with blockers and root causes on the record.
- SOX and audit readinessControls, remediation and evidence stay ready all year.
- All cross-industry workSeven pieces of work apply whatever your business does.