ChatFin — AI Agents for Finance and Accounting Teams
Now supporting 16 ERPs

AI Super Agent for Finance and Accounting Teams

One AI replacing point solutions across Controllership, FP&A, AP, AR, Tax, and Treasury. Plugs directly into your ERP.

Book a demo See how it works

Works with the ERP you already run

NetSuite SAP SAP B1 JD Edwards Acumatica Dynamics 365 Snowflake Oracle EBS Sage Intacct QuickBooks Workday Xero
3 days
Month-end close
down from 10 days
75%
AP processing reduction
fewer manual touchpoints
4–8 mo
Average break-even
ROI within first year
$100K+
Annual savings
vs. point solutions
Fortune 500 companies are using ChatFin for

The problem

Replace fragmented tools with
one AI system of action

Finance teams juggle disconnected point solutions that don't talk to each other. ChatFin replaces them by executing workflows end-to-end.

Finance teams today
HIGH
Month-end close takes 10+ days
Manual checklists, back-and-forth emails, and spreadsheet reconciliation eat your team's time every single month
HIGH
6+ disconnected tools to manage
Close management, reconciliation, AP, AR, FP&A, and doc processing each require a separate login, contract, and team to maintain
MED
No audit trail across systems
When auditors ask who approved what and when, answers are buried across tools, emails, and shared drives
MED
$148K+ in point solution spend
Each tool solves one problem in one workflow — budget is fragmented across vendors that don't integrate
ChatFin fixes this
With ChatFin
FIXED
Close in 3 days, not 10
AI agents run your close checklist, flag exceptions, and post entries — no spreadsheets, no back-and-forth
FIXED
One platform, 9 domains
Single workspace handles every finance workflow — one login, one contract, one audit trail for your whole team
FIXED
Every action logged automatically
Full audit trail built into every agent workflow — who ran it, what changed, what was approved
FIXED
$100K+ saved annually
Replace your entire fragmented stack with a single subscription that costs a fraction of what you spend today
How it works

Built for how finance teams
actually work.

From close to reporting, ChatFin executes the work.
Not just the chat.

Month-End Close
Close in 3 days.
AI agents run your checklist, post entries, and flag exceptions automatically every month.
Close checklist Day 10
GL reconciliation Auto
Accruals posted AI
Variance analysis AI
Journal entries reviewed Auto
0 / 4
AI Agents
AI that executes.
Tell it to run a reconciliation or post accruals. It does it inside your ERP.
CF
ChatFin Agent
Run accruals for December close
Analyzed 847 GL entries across 3 entities.
14 accruals found totaling $234,800.
Posted to NetSuite. Awaiting approval.
Approve and send summary to CFO
Done. 14 entries posted. Summary sent to CFO.
Audit trail saved. Checklist updated.
Integrations
16 ERPs. One platform.
Native connectors that read and write directly. No CSV exports. No sync delays.
CF
NetSuite
SAP
JD Edwards
Acumatica
Dynamics 365
Snowflake
Compliance
Every action recorded.
Who ran it, what changed, when it was approved. Ready to export for your auditors.
Live audit trail
09:14GL recon completed, 4,812 matchedMatched
09:3114 accruals posted to NetSuitePosted
09:33Approved by Sarah K., ControllerApproved
09:47Variance $42K flagged on COGS deltaFlagged
10:02Board summary sent to CFOSent

Why ChatFin

Built different from every other finance tool

The architecture decisions that make ChatFin work where others stall.

Core advantage
ERP-native AI, not a bolt-on
ChatFin reads and writes directly to your ERP through native APIs. No CSV exports, no middleware, no sync delays. Your agents operate on live data with full audit trails.
0CSV exports
0Sync delays
100%Audit trail
Control
Human in the loop
Every AI action goes through approval workflows. Journal entries are drafted, not posted. Exceptions are flagged, not hidden.
Speed
Live in under a week
Pre-built agents for common workflows. Connect your ERP, configure your rules, and start automating without a 6-month implementation.
Intelligence
Agents that learn your business
ChatFin learns your chart of accounts, vendor patterns, and approval hierarchies. Accuracy improves every cycle.
Open source
Transparent by design
Our ERP connectors are open source. Audit the code, verify the security, and build custom integrations on a foundation you can trust.

Integrations

Native connectors for your stack

Secure, read-write integrations with your ERP, data warehouse, and financial systems. No middleware required.

ChatFin connects through official APIs (SuiteQL, SAP Service Layer, JDE AIS REST, Acumatica REST) with OAuth 2.0 authentication.

🔷NetSuite
🔹SAP
🔸SAP B1
🔶JD Edwards
🔺Acumatica
🔳Dynamics 365
❄️Snowflake
📊BigQuery
🌿Sage

Security and compliance

Built for enterprise finance data

Your financial data is the most sensitive data in your organization. ChatFin is designed from the ground up to protect it.

🔒

Encryption everywhere

AES-256 encryption at rest. TLS 1.3 in transit. ERP credentials stored in hardware security modules, never in application code.

✓

SOC 2 Type II

Independently audited and certified. Type II compliance with continuous monitoring ensures your finance data meets the highest security standards.

🌐

Data residency

Your data stays in your region. US and EU hosting with isolated tenant environments. No cross-tenant access.

👁

Human-in-the-loop

AI agents draft, humans approve. No journal entry, payment, or system change without explicit authorization.

📋

Audit trails

Every action logged with timestamps, user IDs, and before/after states. Export-ready for your auditors.

🔭

Open source connectors

Our ERP connectors are open source. Audit the code, verify the security, and build custom integrations on a foundation you can trust.

View on GitHub →

What teams are saying

Trusted by finance leaders

"Reduced our monthly close from 10 days to 3. The AI agents are incredibly accurate."

C
CFO, $5B Company
Finance Leader

"We went from a 10-day close to finishing in 3 days. The reconciliation agent matched 95% of our bank transactions automatically on the first run."

C
Controller
$200M distribution company

"The reconciliation agent alone saved us 40 hours a week. It pays for itself."

C
Controller, $500M Company
Finance Leader

"Finally, an AI tool that actually understands complex accounting standards."

V
VP Finance, $1B Revenue Company
Finance Leader

"The AP agent caught $180K in duplicate invoices in the first quarter. Implementation took 4 days, not the 4 months we were quoted by competitors."

V
VP Finance
Mid-market SaaS company

"Implementation was seamless. We were running live agents in under a week."

D
Director of Finance, $2B Company
Finance Leader

Customer details anonymized at their request. References available during the sales process.

Get Started

Your AI Journey
Starts Here

Transform your finance operations with intelligent AI agents. Book a personalized demo and discover how ChatFin can automate your workflows.

See AI agents in action
Custom demo for your workflows
No commitment required

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