A custom AI agent is an autonomous digital worker tailored to a company’s specific financial processes, data structures and internal controls. Unlike generic automation tools, a custom agent is designed to operate within the organisation’s real operational environment: its ERP configurations, approval chains, document formats, reconciliation logic, exception patterns and compliance requirements. The goal is not simply to automate tasks, but to embed an intelligent, domain-aware teammate directly into the finance workflow.
A custom agent goes far beyond a traditional SaaS workflow or static automation rule. It interprets unstructured documents, extracts key information, reconciles transactions, applies business logic, identifies anomalies and escalates decisions when needed, all while learning from context. Its behaviour is shaped by the organisation’s policies, not by one-size-fits-all templates.
Phacet enables finance teams to build and deploy custom agents without complex engineering. The agent is trained on operational samples, configured with high-level rules and integrated seamlessly into existing systems. It adapts to the company’s vocabulary, supplier patterns, accounting structures and compliance frameworks. Over time, it improves through supervised feedback, ensuring that its actions remain aligned with internal governance.
This level of customisation is especially valuable for organisations with heterogeneous data, multi-entity structures or bespoke processes that cannot be addressed by generic automation tools. Custom agents ensure consistency, reduce manual work and provide a reliable audit trail for every action taken.
For finance leaders, deploying custom AI agents unlocks a new operating model where automation mirrors the organisation’s real workflows instead of forcing teams to adapt to rigid software. The value becomes particularly clear in advanced document understanding scenarios such as contract intelligence, where agents extract key terms and enforce compliance rules specific to the business.
