How to choose your first AI agent
- A frequent process with explicit rules: in accounts payable, the agent matches invoice, purchase order and goods receipt before payment.
- You stay in control of exceptions: the agent flags, your team decides.
- Results measured on control: control coverage, anomalies detected, review time. Faster data entry isn't enough if errors persist.
- Three starting points with the selector: combine role, industry and priority, then validate rules and data sources with a Finance Engineer before going live.
Explore the 8 agent categories
Accounts payable & receivable
Invoice control, negotiated prices, purchase orders and receipts.
General accounting & treasury
Account matching, reconciliation and an up-to-date cash position.
Internal control, closing & audit
Cross-system consistency and an audit file justified line by line.
Reporting & management control
Monthly reporting and explained actual vs budget variances.
Data & documents
Extract, structure and make your financial documents reliable.
Accounts receivable
Reconcile banks, payment gateways and ERP.
Treasury & cash
Reconcile cash flows and detect variances.
Controls & compliance
Apply your business rules to every control.
Your first agent in production in under two weeks
01
Connect your sources
ERP, emails, files, banks or business tools.
02
Frame your rules
A Finance Engineer turns your controls into a workflow.
03
Go live
The agent runs on your real data, with human review.
Frequently Asked Questions
Start with the agent that controls money before it leaves: supplier invoice control or 3-way matching. Control is where most finance AI projects begin, because an error caught before payment is recovered in full. Answer the three questions above and the widget ranks the three agents that fit your role, industry and priority.
Each agent is mapped to the industries where its workflow applies: price lists in food and beverage, multi-site cash in hospitality, delivery notes and contracts in construction. The widget filters on that mapping. To be sure, test the agent on your own documents during the 14-day trial, or watch it run on one of your processes in a demo.
No. Phacet sits on top of your ERP as a control layer. Agents read your invoices, purchase orders, delivery notes and bank flows, run your checks and flag exceptions before payment. Your ERP stays the system of record. Native connectors cover the main tools, and CSV, PDF or Excel import covers the rest.
Usually under two weeks for a first agent in production. The work is connecting your data sources, encoding your control rules, then running the agent on real volume while your team reviews the results. Ready-to-use agents start faster, because the workflow already exists and only your rules need adding.
Yes, when the control is a rule rather than a guess. The agent extracts the data, applies the rules you set, such as negotiated price, tolerance or approval threshold, and flags every exception for human review. Each exception points back to its source document, so you keep a complete audit trail.
Studio starts at $299 a month for one user, with 45,000 credits and access to 40+ ready-to-use finance agents. A 14-day free trial lets you test it on your own data first. Teams that share the same rules move to Studio Max, from $799 a month with three users included.
Find the agent that will make a difference.
Start with your most critical workflow. We’ll help you get it into production.
