01
Connected financial context
Bring ERP, CRM, contract, planning, and collaboration data into one permission-aware working context.
Kai for Finance
Close faster. Forecast with context.
Kai connects the numbers in your ERP and spreadsheets with the contracts, approvals, and operating signals behind them. Finance teams can run recurring work as governed agentic playbooks, with every source, decision, and handoff traceable.
Get DemoFIG 01A governed finance playbook
KAIFinance context
01ERP + ledger
02Contracts
03Approvals
04Operating signals
01 / CAPABILITIES
Make finance faster without losing control
02
Executable finance playbooks
Turn recurring close, review, and reporting work into governed steps that agents and people complete together.
03
Controls built into the work
Keep approvals, evidence, exceptions, and human judgment inside every run instead of reconstructing them later.
02 / USE CASES
Put Kai to work in finance
04Practical playbooks
Playbook01
Run a cleaner month-end close
Kai gathers supporting records, matches inputs, flags exceptions, and routes open items to the right owner. Reviewers see the source and decision history for every step, so the close moves without losing auditability.
Playbook02
Explain variance before the review
Combine actuals with pipeline movement, hiring changes, contracts, and operating notes. Kai drafts source-linked commentary and surfaces the drivers that need finance judgment before the business review starts.
Playbook03
Resolve payables exceptions faster
Bring invoices, purchase orders, vendor terms, and approval policy into one workflow. Kai identifies mismatches, prepares the evidence, and sends only true exceptions to a person for resolution.
Playbook04
Prepare forecasts with current context
Kai assembles the latest commercial, workforce, and spend signals behind each assumption. Teams spend less time reconciling inputs and more time deciding what the numbers mean for the plan.
START WITH ONE PLAYBOOK