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

Run your finance workflows with AI agents

Agents that don't just assist — they execute your finance work from start to finish.

Month-End Close
Before
10 days
Manual checklists, back-and-forth emails, spreadsheet reconciliation
→
After
3 days
AI agents run the close, flag exceptions, and post entries automatically
AP Processing
Before
100% manual
Every invoice manually keyed, matched, and routed for approval
→
After
75% auto
75% of invoices processed touchlessly, exceptions flagged with context
Finance Tool Spend
Before
$148K/yr
Fragmented subscriptions across 6+ point solutions that don't integrate
→
After
$100K+ saved
One ChatFin subscription replaces your entire fragmented stack
Time to ROI
Legacy tools
12–18mo
Months of implementation, training, and integration before seeing value
→
ChatFin
4–8mo
Live in under a week, break-even in 4–8 months on average

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

Security controls, access policies, and audit logging designed to meet the Trust Services Criteria.

In progress
🌐

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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