Give your back office autonomous superpowers—safer, faster, and fully auditable
why now?
Agentic AI moves beyond chat. It’s a set of policy-aware, goal-driven agents that can observe data, decide with context, and take actions across your stack-while keeping humans in control.
Think: Fewer clicks and handoffs, more outcomes and audit trails!
Recurring tasks automated (close, payroll, onboarding, collections)
Fewer tools and touchpoints; better accuracy reduces rework/fees
Scale across regions and teams without adding headcount
Typical pilots designed to go live in 12–18 days with a defined scope
Pick from ready agents, then tailor the policies, data sources, and approvals to your environment.
Finance & Revenue
monitors aging, sends nudges, proposes payment plans, updates CRM, and creates tasks for exceptions.
reads invoices, matches POs/receipts, routes approvals by SoD, posts JEs, and schedules payments within limits.
validates usage/entitlements, drafts invoices/credit memos, flags anomalies, and posts to ERP after approval.
builds rolling forecasts, variance notes, and “what-if” scenarios; populates Board pack sections.
People Ops, Payroll & IT
creates offers, checklists, access tickets; provisions in HRIS/ITSM; books orientation; confirms completion.
Triages HR/IT tickets, answers FAQs, resolves routine requests, escalates when needed.
compiles pay inputs, validates deltas, checks tax settings, drafts journals, and posts after approval.
Ops & Compliance
enforces vendor policies, gathers W-9/KYC, creates POs, tracks delivery, updates asset records.
compiles filings, checks thresholds, reminds owners, and maintains the evidence store.
People Ops, Payroll & IT
creates offers, checklists, access tickets; provisions in HRIS/ITSM; books
orientation; confirms completion.
Great for : first-day ready, SoD enforcement. Works with: Rippling, Keka, ManageEngine, Slack,
Gmail.
compiles pay inputs, validates deltas, checks tax settings, drafts journals,
and posts after approval.
Great for : accurate, timely payroll. Works with: Keka, Rippling, ADP, Gusto, and ERP
triages HR/IT tickets, answers FAQs, resolves routine requests, escalates
when needed.
Great for : faster SLAs. Works with: ManageEngine, Slack/Teams, Google Workspace/M365.
Ops & Compliance
Proven Architecture. Real Results. Enterprise Trust.
Be among the first to deploy Agentic AI with FIAB specialists.
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At Finance in a Box, we are on a mission to transform the financial landscape by simplifying complex financial matters and providing expert guidance to businesses.
