AI Agents that work on top of your software

Six specialized AI agents — for bookkeeping, CFO insights, expenses, bills, audit, and reporting. They work on top of your existing QuickBooks, Xero, or ERPNext. Human-verified. 99%+ accuracy.

Auto-Reconcile AI (transaction categorization + bank reconciliations), Bill-Pay AI (AP automation), CFO Insights AI (cash flow forecasting + anomaly detection), Anomaly Detective AI (fraud + error detection), Close AI (month-end close automation), and Reports AI (automated management reporting).

No. AI agents handle routine 80% of work (categorization, reconciliation, report generation) while humans verify outputs, handle judgment calls, and provide client advisory. Pure AI achieves ~85% accuracy; hybrid AI + human achieves 99%+.

All major platforms: QuickBooks Online, Xero, FreshBooks, Sage, Wave, ERPNext, Odoo, NetSuite. The AI agents integrate via API — no migration needed. You keep using your existing software.

256-bit encryption in transit and at rest, SOC 2 Type II compliance, read-only bank connections (AI can’t move money), role-based access controls, and audit logs for every action. Your data never leaves SOC 2-certified infrastructure.

Yes. Every AI action is logged in your dashboard with the transaction, categorization, confidence score, and human reviewer. You can review and override any AI decision.

AI agents are included in every Finneste plan starting at $99/month. There’s no separate AI fee. Premium features like CFO Insights (cash flow forecasting) are included in Growth ($399/mo) and Scale ($1,899/mo).