Financial Operations OS

AI Agents for Finance.
Close and Reconcile Faster.

Support AP, AR, and GL reconciliation with traceable checks, approval gates, and documented exception handling.

Audit
Q3 Ledger Reconciled
Payables
Invoice #992 Matched
Treasury
Cash Position Updated

The Month-End Crisis.

Your finance team is buried in spreadsheets, chasing approvals, and manually keying data. It's slow, expensive, and risky.

The 10-Day Close

Closing the books takes weeks of manual effort, leaving leadership flying blind for half the month.

Audit Anxiety

Manual spreadsheets are prone to copy-paste errors that can trigger audit findings or restatements.

Spend Blindness

Maverick spend and duplicate invoices slip through because humans can't cross-reference every transaction in real-time.

Autonomous Financial Operations.

Deploy agents that act as auditors, controllers, and analysts.

AP Autopilot

Accounts Payable

09:00:00New Invoice: AWS Inc ($4,200)
09:00:05OCR Extraction: Confirmed.
09:00:103-Way Match: PO #882 found. Amounts match.
09:00:15Action: Posted to NetSuite (To Approve).
09:00:20Slack Alert sent to Dept Head.
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Example workflow • configured to your systems

Continuous Auditor

Internal Audit

10:00:00Scanning Ledger (Last 24h)...
10:00:05Anomaly Detected: Vendor 'ACME' (New Bank Details)
10:00:10Risk Score: High (Potential Fraud)
10:00:15Action: Payment Freeze Hold applied.
10:00:20Report generated for CFO.
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Example workflow • configured to your systems

Treasury Bot

Cash Management

08:00:00Pulling Balances: Chase, SVB, Stripe...
08:00:05Consolidated Cash: $2.4M
08:00:10Forecast: Payroll (Fri) = -$450k
08:00:15Alert: Low liquidity in OpEx account.
08:00:20Suggestion: Transfer $100k from Savings.
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Example workflow • configured to your systems

Expense Guardian

T&E Compliance

11:00:00Report #442: 'Client Dinner' ($800)
11:00:05Policy Check: Max Dinner = $150/person
11:00:10Attendees: 2 (Limit $300)
11:00:15Violation: Over limit by $500.
11:05:00Action: Auto-Rejected with comment.
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Example workflow • configured to your systems

Need another job automated?

Describe the role, tools, rules, and approvals. Nerova will help you customize the agents your workflow actually needs.

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Financial Controls.

Institutional-grade governance for your capital.

Segregation of Duties

Agents cannot draft and approve the same payment. Strict role separation enforced by code.

Fraud Detection

Continuously flag duplicate invoices, vendor bank changes, and outlier transactions for review against approved rules.

ERP Deep Sync

Native integration with NetSuite, Sage Intacct, QuickBooks, and Xero.

Audit-Ready

Every automated decision is logged with a "Why" trail, ready for your external auditors.

TRUSTED INFRASTRUCTURE

Security Control Mapping Bank-Grade Encryption NetSuite / Sage Sync Runtime Monitoring Human-in-the-Loop 24/7 Availability Full Audit Trails Future-Proofed Multi-Department Support Deterministic Guardrails Multi-Language Support

Deployment guide

How to deploy AI agents for finance operations

Start with a controlled accounting workflow where every source, matching rule, exception, and approval can be traced. Expand only after finance validates the agent against a representative close cycle. The workflow displays above are configuration examples, not guaranteed outcomes.

Best first workflow

Start with daily bank-to-ledger reconciliation for one account that has stable exports, documented matching rules, and a named exception owner.

What deployment requires

Approved ledger exports or ERP access, reconciliation rules, account ownership, close calendars, and examples of normal and exceptional transactions.

Human approval boundary

Controllers retain approval for journal entries, write-offs, policy exceptions, and any action that changes the financial record.

When not to automate

Do not automate accounting judgments that lack an approved policy, reliable source data, or accountable financial review.

How to measure the pilot

Measure match accuracy, unresolved exceptions, reviewer time, and time to reconciliation against the existing manual baseline.

Questions teams should answer first

What is the best first workflow for finance operations?

Start with daily bank-to-ledger reconciliation for one account that has stable exports, documented matching rules, and a named exception owner.

What information and systems does this workflow require?

Approved ledger exports or ERP access, reconciliation rules, account ownership, close calendars, and examples of normal and exceptional transactions.

Which decisions must remain with people?

Controllers retain approval for journal entries, write-offs, policy exceptions, and any action that changes the financial record.

Your next workflow

Customize the team around the work you need done.

Start free, share the outcomes you want, then tailor each role and connect the systems your team needs to do the work.

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