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.
Official partner stack
Proven Architecture. Real Results. Enterprise Trust.
Be among the first to deploy Agentic AI with FIAB specialists.
Yes. You define thresholds- above that, agents seek approval; below that, they act and log.
If it’s NetSuite, Zoho, Salesforce, Power BI, ManageEngine, Keka, or Rippling-yes, natively. Others connect via secure integrations.
Fixed fee or hourly -depending on your needs.
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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.
