Autonomous Finance Operations

Close the books with governed agents, live bank sync, and evidence-grade controls.

Finance Sandbox gives multi-entity organizations an internal ledger, agent-supervised workflows, inter-fund bridge-loan controls, and channel-based reporting without surrendering approval discipline.

Request access Open finance console
Dual-provider authOIDC plus Google Workspace gating.
Live bankingPlaid primary with browser fallback.
Fund governanceInter-fund debt and reimbursement visibility.
Email reportingReport requests routed through audited conversations.

Designed for finance operations that cannot tolerate vague automation.

Internal ledger first

Posted journals remain authoritative, while external systems and bank feeds are sync sources or export consumers.

Inter-fund debt visibility

Track fundraiser bridge loans, due-to/due-from exposure, reimbursement aging, and policy gates across entities and books.

Operational channels

Email, Slack, Telegram, and webhook surfaces stay inside policy boundaries with approval routing and auditable conversation history.