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Agentic Finance Operations

Numbersyou can trust.

Auditable AI agents that automate finance end to end. Every number traceable. Every decision governed. Every output you can stand behind.

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SOC 1 SOC 2 Type II ISO 27001 $40B+ in transactions reconciled
Cash application Operations
AI Agent · payment matching
Active
128
matched today
9
pending review
96%
auto-matched
6
systems connected
Open items 3 of 6 sources · 100% traceable
Stripe PaymentsMatched$1,248,302
HSBC · wireMatching…$902,140
AdyenPending review$615,887
Drafting accrual JE-4021Close
Checking segregation of dutiesCompliance
Explaining the Q3 varianceInsights

The problem

You know the numbers. You’re just not sure you can trust them.

Not because your team isn’t good. Because the data lives in twelve systems, moves through too many hands, and nobody is accountable for the complete picture. AI didn’t fix this. It added one more thing to verify.

Finance leaders have a trust problem.
Q3 close · RevenueGL account 4000 · consolidated
unverified
Reported figure
$4,182,304.55
Where did this number come from?
ERP$4,182,304.55no owner
Billing$4,180,910.00− $1,394.55
CRM$4,206,800.00+ $24,495.45
Contracts––not linked
No single source of truth. Four systems, no agreement, zero owner.
AI says $4.18Mcan you trust it?

The agent experience

Not a dashboard. A teammate you talk to.

A Safebooks agent isn’t a background job. It’s a workspace you open and work through decisions with, in plain language, with every step shown and approved by you.

app.safebooks.ai
01

Ask in plain language

Open an agent and tell it what you need. No queries, no exports. It already has context from your connected systems.

02

It proposes a plan

The agent does the work, then shows you exactly what it found and what it intends to do, line by line, traced to source.

03

You review & approve

Nothing posts without you. Every approval is logged, signed, and replayable, so the audit trail builds itself.

End to end

Every layer of finance. One governed platform.

Finance operations runs on five layers. Safebooks agents own all five.

01

Gather business data

Ingest and validate every transaction across ERP, CRM, billing, payments, and contracts the moment it lands.

02

Identify critical anomalies

Real-time detection throughout the month. Every variance surfaced and traced to root cause before it reaches the ledger.

03

Close the books

Every workpaper built, every journal entry drafted, every sign-off routed. Close with 95% less post-adjustments.

04

Gather audit evidence

Controls enforced before transactions post. Evidence collected continuously, complete, current, and replayable before anyone asks.

05

Forecast and analyze

Every number explained in plain language. Trends identified, variances traced. Your CFO gets answers.

Safebooks agents

Safebooks agents own every layer of your finance operations.

Deploy one or all of them. Every agent runs on the same governed stack: your data, your logic, full auditability. When you add the next agent, it already has full context.

Cash applicationOperations agent
live
I reconciled today’s activity: 2 matched to source, 1 flagged for a timing difference.
Bank+84,200.00
Ledger+84,200.00
AR+212,540.00
Sub-ledger+212,540.00
Wire+96,000.00
Ledgerpending
Approve matcheslogged & replayable

Trust your data.

Operations agent

Every transaction reconciled, validated, and captured the moment it lands. Across every system, every team, every process. No batch imports. No manual bridges. No lag between what happened and what your books reflect.

95%less manual reconciliation effortmatches auto-cleared; exceptions routed to you for approval
Capabilities
ReconciliationData captureValidationCash application
Month-end closeClose agent
day 2 of 4
Drafted 124 journal entries and ran flux. One account moved beyond threshold.
1200 · Accrued revenueDr 84,200
4000 · RevenueCr 84,200
Revenue vs. prior period · threshold 15%+28% ⚑
Post entriesevery step documented

Trust your close.

Close agent

Every item on your close checklist, owned by an agent. Workpapers built. Journal entries drafted. Accruals computed. Flux analysis run. Sign-off routed. Month-end runs itself, with every step documented and traceable.

70%less manual close workevery entry traced, every workpaper audit-ready
Capabilities
WorkpapersJournal entriesAccrualsFlux analysisSign-off routing
Variance watchIntelligence agent
Q3
Found 1 anomaly in revenue: Aug +28%, a $1.2M renewal posted early.
AprMayJunJulAugSepOct
Accept explanationtraced to #C-4471

Trust your numbers.

Intelligence agent

Real-time anomaly detection throughout the month, not after. Every variance traced to root cause, every trend identified, every movement explained in plain language, before leadership asks.

Answers that trace back to sourceexplained before leadership asks, in real time
Capabilities
Variance analysisAnomaly detectionNarrativesTrend identification
SOX controlsCompliance agent
continuous
All 100+ controls enforced this period: 3 need your sign-off.
Segregation of dutiesready
Approval thresholdsready
Revenue recognitionready
Sign off 3awaiting your sign-off

Trust your audit.

Compliance agent

Controls enforced before transactions post, not after. Evidence collected continuously, not at quarter end. Walk into any audit with a trail that is already complete, already current, already signed.

80%faster SOX documentationevidence collected continuously, audit-ready
Capabilities
SOX controlsPolicy enforcementEvidence collectionAudit trail

Built for your team

Self-sufficient.  For the first time.

Finance teams have always had the expertise. Safebooks gives them the access.

New agentready

Self-sufficient

Cash position today?
$1,248,3023 sources

Access to data

Full visibility

Runs automatically

Automation Finance owns

Finance leaders own the outcomes. Agents execute.

No analyst queue. No waiting on IT. No reconciliation sprint before every audit.

Production-grade. Enterprise-ready. In weeks, not quarters.

$40B+
financial data processed
100+
pre-built controls
50+
integrations
4-6 wk
deployment
SOC 1 SOC 2 Type 2 ISO 27001

You can build a point solution.
You can’t build the Financial Data Graph.

Coverage

Every process your finance team owns. One platform.

Safebooks agents run across every major finance process, out of the box. Deploy where you need it first. Each agent you add already has full context from the Financial Data Graph, so the work you’ve done compounds.

Order to Cash Procure to Pay Travel and Expense Payroll Financial Close

Your numbers should be something you trust.

Finance leaders own the outcomes. Agents execute. Deploy AI agents across every financial process, governed, traceable, built on your actual data.

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