Build a Finance Function That Reasons at the Speed of the Business
Automatan orchestrates AI agents across statements, filings, forecasts, models, contracts, and operating narratives—continuously converting financial evidence into explanations, risk signals, and decision-ready scenarios.
Finance Has Entered a Continuous-Decision Environment. Its Systems Have Not.
ERPs record the past. BI visualizes what has already been modeled. Spreadsheets encode local judgment. None continuously reason across the unstructured financial context now shaping enterprise decisions.
Invisible coordination tax
Hours lost to status updates, copy-pasting between tools, and chasing down approvals that should route themselves.
Fragile handoffs
Work moves between people, channels, and systems with no audit trail. When something slips, nobody knows until it's a fire.
Headcount instead of leverage
Volume grows, complexity grows, and the default answer is another hire. The workflows themselves never get faster.
Compress the Distance Between Financial Signal and Executive Action
Agents absorb the analytical groundwork—expanding coverage, accelerating causal explanation, and giving Finance more time for planning, governance, and capital decisions.
Reach material signals before the decision window closes
Agents extract, normalize, reconcile, and connect evidence across financial documents before professional review begins.
Expand analytical coverage without expanding manual review
Finance evaluates more reports, entities, scenarios, filings, contracts, and diligence materials while protecting expert attention.
Move from reporting movement to understanding causality
Cross-period agents isolate drivers, test relationships, challenge assumptions, and prepare evidence behind material performance changes.
Deploy Autonomous Analysis Across the Financial Decision Cycle
Specialized agents reason across documents, periods, entities, scenarios, assumptions, and evidence to construct a coherent model of financial state.
Customer onboarding handoff
New customer signs up and the agent handles the entire onboarding sequence — pulling account data, sending the welcome series, scheduling the kickoff, and notifying the account manager — without anyone lifting a finger.
See how these workflows run in your stack.
Book DemoEncode the Financial Context. Orchestrate the Agents. Govern the Decision.
Automatan becomes a persistent reasoning layer across Finance—connecting enterprise evidence without displacing professional accountability.
Build without engineering
Visual builder, templates, and plain-language instructions. Team leads configure and modify agents directly — no tickets to engineering, no sprint cycles.
Connect your existing tools
Pre-built connectors for the tools your team already uses. Agents read, write, and act across systems — Salesforce, Slack, Jira, HubSpot, Google Workspace, and more.
Human-in-the-loop controls
Approval gates, audit logs, and escalation rules. Agents handle routine work autonomously and pause for human judgment when the stakes are high.
From Systems That Calculate to Systems That Financially Reason
Traditional tools compute, store, and visualize known structures. Automatan investigates the context, relationships, and evidence surrounding the numbers.
Multi-agent coordination
Agents work together across workflows. An onboarding agent can trigger a reporting agent, which escalates to a routing agent — without brittle if-then chains.
Owned by the team, not engineering
Team leads build and iterate on agents without filing tickets. Changes deploy immediately — no waiting on a sprint cycle.
Live in days, not quarters
First agent running inside a week. No six-month implementation, no professional services engagement, no change management program required.
Machine-Scale Analysis With Finance-Controlled Conclusions
Agentic speed is constrained by source provenance, accounting context, materiality rules, explicit uncertainty, and human decision authority.
Data residency
Choose where your data lives. US, EU, and APAC regions available. Data never leaves your selected region.
Encryption
AES-256 at rest, TLS 1.3 in transit. Customer-managed keys available on Enterprise plans.
Access controls
SSO, SCIM provisioning, role-based permissions, and per-agent access scoping. Control who can build, edit, and deploy.
Audit trail
Every agent action is logged with full context — who triggered it, what it did, what data it accessed, and what it changed.
Before You Deploy an Agentic Finance Layer
How long does it take to get the first agent running?
Do team members need technical skills?
What happens when an agent encounters something unexpected?
How does pricing work?
Can we start with one workflow and expand later?
What integrations are available?
Build an Agentic Finance Team
Deploy AI agents that connect financial evidence, explain performance, challenge assumptions, and prepare decision scenarios before the moment of judgment.
Bring one report and we’ll show you how Automatan agents construct the analysis.