What These Agents Do
Fiscal Intelligence Agents monitor spend in real time and match it against your budget policies. They track approvals, budgets and account codes inside your ERP to forecast overages and flag anomalies before they hit your general ledger.
Invoice, PO & GL Use Cases
- Identify and route missing invoice approvals ahead of payment runs
- Pre‑validate purchase orders for required fields, codes and attachments
- Detect GL postings outside of policy and trigger CFO review
Agents integrate with PeopleSoft Financials, Oracle Cloud ERP, SAP and other finance systems, capturing metadata to enforce risk rules in real time.
Agent Risk Rules Engine
Define custom thresholds, escalation paths and fallback approvers for each type of financial transaction. The risk rules engine monitors status updates and triggers AI‑assisted decisions when patterns indicate bottlenecks or policy violations.
ERP System Compatibility
PeopleSoft FSCM – Automate invoice approvals, match POs to receipts and enforce budget checks via web services and message broker.
Oracle Cloud ERP – Use REST APIs to track invoice status, approval hierarchy and budget consumption.
SAP S/4HANA – Connect via BAPI/OData to monitor cost centers, purchase requisitions and FI documents.
CFO Dashboard Preview
Our agents feed data into a real‑time dashboard for finance leaders, providing a view of outstanding approvals, budget variance and risk exceptions. The dashboard surfaces trends so your finance team can proactively manage cash flow and compliance.
Featured AI Agents & Use Cases
Approval Escalator
Detects late or missing financial approvals and triggers fallback logic to alternate approvers.
Budget Sentinel
Monitors spend versus budget in real time and sends pre‑emptive overage alerts to finance leaders.
PO Compliance Agent
Validates missing information before workflow stalls occur, ensuring POs meet policy requirements.