Your AI agents for finance work
Structure, reconcile and control your finance data - with full auditability at every step.
How Phacet works
Build, run and control your AI agents with full traceability at every step.
Build
Describe your process. The agent builds it for you.
Pick a ready-to-use agent from the catalog, or describe your need - the agent questions, configures and iterates with you.
Import your PDFs, spreadsheets, emails or connect your systems (ERP, banks, SFTP).
The agent creates your Tables, workflows and workspace. No code required.
Structure
Turn your documents and raw data into auditable Tables.
AI extracts data from invoices, contracts, delivery notes — line by line, field by field.
Configurable AI columns: categorization, standardization, web enrichment (SIREN, VAT, company checks).
AI Source shows exactly which parts of your documents were used. Nothing hidden.
Match
Reconcile, verify and trace every flow.
AI Match combines exact and semantic matching with confidence scores at every line.
Review line by line: documents side by side, extracted data, discrepancies flagged. Validate or correct in one click.
Full audit trail: every action traced, timestamped, consultable. Your business rules applied to 100% of flows.
Analyze
Your data is reliable.
The agent delivers the results.
Anomaly reports, monthly summaries, dashboards - the agent produces the deliverables your team needs, grounded in audited data.
On-demand dashboards, PDF and CSV exports, proactive alerts on discrepancies and threshold breaches.
Everything is searchable, shareable and versioned. Information comes to your team - not the other way around.
Testimonials
How they use Phacet every day
Maslow automated invoice intake and built repeatable cost controls with AI agents, saving 1 to 2 hours per day on invoice handling and improving data quality for better decisions.
"You can see exactly what’s been done. Nothing is hidden." - Alban Cacace, COO
"It’s like an Excel spreadsheet powered by AI. We feel right at home." - Romain Joussellin, Partner
"We see Phacet as a real partner. You push ideas we wouldn’t have thought of." - Marie-Céline, Head of Finance
"Like a team member that works 24/7. In one word: efficiency." - Théo Richard, CFO — 2 days/week recovered
Discover how Roundtable automated document processing and compliance with Phacet’s AI, reducing review time from hours to seconds.
Maslow automated invoice intake and built repeatable cost controls with AI agents, saving 1 to 2 hours per day on invoice handling and improving data quality for better decisions.
"You can see exactly what’s been done. Nothing is hidden." - Alban Cacace, COO
"It’s like an Excel spreadsheet powered by AI. We feel right at home." - Romain Joussellin, Partner
"We see Phacet as a real partner. You push ideas we wouldn’t have thought of." - Marie-Céline, Head of Finance
"Like a team member that works 24/7. In one word: efficiency." - Théo Richard, CFO — 2 days/week recovered
Discover how Roundtable automated document processing and compliance with Phacet’s AI, reducing review time from hours to seconds.
Built for finance teams
From the CFO who needs control to the team that needs efficiency.
Finance & back-office teams
Stop spending 80% of your time on data prep. Let agents structure, reconcile and control - whether it's AP, purchasing, order management or treasury.
CFOs & Finance leaders
100% of flows controlled, not 10%. Full audit trail. Real-time visibility across entities and sites.
Champions & Builders
Build custom agents with no code. The agent co-builds with you. Templates + Studio.
AI you can trust
Every agent is under your control. Human oversight, full traceability, auditable outputs.
Compliant & Certified
GDPR Compliant
ISO 27001 Certified
EU-hosted
Data hosted in Europe on AWS Bedrock
Your data stays yours
Never used to train models · Not shared between clients
Zero dependency
Data encrypted in transit and at rest. Role-based access controls.
Frequently Asked Questions
Phacet AI agents are specialized in finance processes for SMBs. They connect to your existing tools - Sage, Pennylane, your emails, your SFTP, your Excel files - and automate repetitive, high-risk tasks: invoice processing, supplier price control, reconciliations, account matching. Your ERP stays in place. Phacet works on top and can push results back via API.
The catalog covers 40+ use cases across 8 finance domains: Accounts Payable, Accounts Receivable, Treasury & Cash, General Accounting, Data & Documents, Internal Controls, Reporting & Analysis, and Close & Audit. See the full catalog →
Describe your need in plain language. The Phacet agent co-builds with you: it asks targeted questions to understand your data sources, business rules and desired output, then creates the Tables, workflows and workspace. Pick a template from the catalog to get started even faster.
Yes. Phacet is ISO 27001 certified and GDPR compliant. Data is hosted in Europe on AWS Bedrock. Your data is never used to train AI models, never shared between clients. Each workspace is isolated. Waterfall fallback ensures zero downtime if a model becomes unavailable.
Traditional SaaS gives you a fixed workflow. Phacet agents adapt to your process, your rules, your data. They combine LLM intelligence with deterministic controls, expose their reasoning at every step, and learn from your corrections. And unlike generic AI tools like Claude or ChatGPT, Phacet agents know your suppliers, your chart of accounts, your business rules — and produce a full audit trail.
Claude and ChatGPT are remarkable general-purpose tools - but they don’t know your suppliers, your price references, your accounting rules, or your ERP. They don’t produce an audit trail. They don’t connect to your inbox or your SFTP. And they haven’t been trained on 100 real finance deployments. Phacet brings what these tools can’t: native connection to your data, agents with finance logic built in, full traceability by design, and Finance Experts to get you operational fast.
Pick an agent from the catalog or describe your need. Create your account, connect your data, and your first agent can be in production in under two weeks. Self-serve from day one, or talk to an AI Finance Expert for guided setup.
