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AgentsPhase 3 — Build

Finance Reconciliation Agent

Month-end close is clogged by manual reconciliation across bank statements, GL, AP/AR — finance owns the weekend.

What we build

  • 1Ingest bank statements, general ledger, and AP/AR sub-ledgers into a unified canonical view
  • 2Mismatch detection with proposed journal entries for review
  • 3Human-in-the-loop approval with full audit trail back to source documents
Timeline
6 weeks
Price band
SMB $25k–$40k
Enterprise $70k–$160k
Sustainment
$4k–$12k / mo

Technology stack

Azure OpenAIAzure FunctionsCosmos DBPower BI
Paired course
AI for Finance & Accounting

Industries

All

Functions

Ready to scope this PoC?

Book a 30-minute discovery call. We’ll write a fixed-scope, fixed-price proposal within 5 working days.