One platform.
Every finance function.
ChatFin is an AI agent platform for enterprise finance. It works inside the ERP you already run, and a named person approves every posting.
- ChatFin is an AI agent platform for enterprise finance. It reads and writes through the interfaces your ERP vendor publishes, and a named person approves every posting.
- One platform covers the month end close, reconciliation, payables, receivables, treasury, tax and reporting, so a team stops running a product per function.
- Replacing 10 disconnected finance tools is an argument about one system of record, one permission model and one audit trail that exports.
- Six principles settle the product arguments. Auditability, accuracy before speed, working inside the ERP, implementation measured in weeks, return visible in the first close, and finance keeping control of every approval gate.
- ChatFin connects to NetSuite, Acumatica, JD Edwards, SAP, Dynamics 365, Oracle Fusion and Sage Intacct, with no rip and replace and no parallel copy of the ledger.
ChatFin is an AI agent platform for enterprise finance. It runs inside the ERP you already own, reads live general ledger, payables, receivables and cash data through governed published interfaces, prepares the work a finance team would otherwise do by hand, and routes every posting to a named approver. Nothing reaches the ledger without that approval.
This page sets out what the platform covers, why the company exists, the principles behind the product decisions and the ERP systems it connects to. It also names the conditions where ChatFin underperforms, because a platform that only describes its good day is impossible to plan around.
One platform. Every finance function.
ChatFin runs the finance functions that take the most people the most time, in one platform rather than one product per function. The same agents work across the month end close, transaction matching, payables, receivables, treasury, tax and reporting, against the same ERP, under the same permissions, into the same log. The work does not respect the boundaries between products. A short payment is a receivables problem until it becomes a reconciliation difference, and then a question the controller answers in the close.
| Finance function | What the agent prepares | What a person approves |
|---|---|---|
| Month end close | Accrual proposals with the basis shown, intercompany checks run before day one | The entries, before anything posts |
| Reconciliation | Bank to ledger matching, subledger tie out, an exception queue with reasons | The clearing of each exception |
| Accounts payable | Coding proposed from history, 3 way matching, duplicates caught before the payment run | The voucher, the hold or the release |
| Accounts receivable | Cash application against open invoices, short payment reasons, a chase list by value and age | The application and any write off |
| Reporting | Variance commentary with the drivers named and each figure traced to the ledger rows behind it | The commentary, before the board pack |
One item, moving through that. A customer pays a remittance covering forty invoices. Three are short and the advice carries no invoice numbers.
What the agent reads
The open receivables ledger, the payment, the remittance advice and the credit memos raised against that customer in the period.
What it prepares
Thirty seven exact applications, three partial applications with the shortfall quantified, and a note naming the credit memo that explains two of them.
What it does not decide
The third shortfall has no supporting document, so it stays open with the evidence attached rather than forced into a match to clear the queue.
What the person does
Approves, decides the last item, and the approver and reasoning are recorded against the transaction.
ChatFin prepares the work and a named person approves every posting. The agent holds no authority nobody granted it, and the finance team sets the approval gates.
Replace 10 tools. One platform for all finance operations.
Most finance teams did not choose a stack. They accumulated one. A reconciliation tool arrived for bank matching, a close product for the checklist, a payables product for invoice entry, each correct on the day it was bought. Together they create a category of work nobody was hired to do.
ChatFin is additive to close management platforms, capture tools and integration platforms, and it replaces them where a team would rather run one system. Which answer applies depends on what is already working.
Finance operations has a software problem, not a people problem
Finance teams at mid market and growth stage companies are among the most capable operators in the business. They absorb audit pressure, manage complexity nobody else wants to look at, and close the books every month regardless of what the rest of the company sends them in the last week.
The tools were designed for a different era. Point solutions that do not integrate. Manual reconciliation steps unchanged in a decade. ERP systems holding every figure needed to answer a question, with no way to answer it without a person driving each step. ChatFin was built to close that gap.
The principles that drive product decisions
Every design choice at ChatFin traces back to one question. Does this make the finance team’s actual job better? Six principles settle the arguments where the answer is not obvious.
These are also the questions worth putting to any vendor, including ChatFin. Ask to see a log export, ask what happens when confidence is low, and ask which interface the write goes through.
Connects to the ERP you already run
ChatFin operates inside your existing ERP environment. No rip and replace, no migration, no warehouse copy in the transaction path. Each connection uses the interface the ERP vendor publishes and supports, which keeps an upgrade to a repoint rather than a rebuild.
| ERP | How the connection reads and writes |
|---|---|
| NetSuite | SuiteQL and SuiteTalk REST against the transaction records, plus saved searches for reads a team already trusts |
| Acumatica | Contract based REST endpoints for writes, generic inquiry OData feeds for analytical reads |
| JD Edwards EnterpriseOne | Application Interface Services and published orchestrations, reading F0411 and F0911 under the requester’s own role |
| SAP | RFC enabled BAPIs, which do not auto commit and create parked documents for release through SAP workflow |
| Dynamics 365 | Finance and Operations service interfaces, with the ERP security model applied rather than flattened into a shared account |
| Oracle Fusion | REST for transactional work, the file based import for volume loads |
| Sage Intacct | The XML gateway and the Web Services API |
Connection detail per system sits on the ERP integrations page, and the category argument behind it in ERP AI agents.
Additional connections run through published APIs, and on premise and hybrid configurations are supported. Your ERP version changes what is possible, so we answer that per instance rather than in a brochure.
Where ChatFin fits, and where it underperforms
The platform earns its place where the exception tail spans several processes at once. Payables holds a duplicate, receivables holds an unapplied payment, the close holds the difference both created, and no single point product sees all three.
Agents execute and finance leaders decide. An agent holds no authority somebody did not explicitly grant it, and that order does not change as the product gets better.
Ashok Manthena
Where to go next
This page covers the company and the principles. The product detail and the partner routes sit one level down.
For the platform itself, see ChatFin products. For the two areas finance teams ask about first, see reconciliation automation and accounts receivable automation. For the wider argument, see finance automation and AI for controllers. To work with us, see solution partners.
Questions finance teams ask first
What does ChatFin do?
ChatFin is an AI agent platform for enterprise finance. It works inside the ERP a company already runs, reading live general ledger, payables, receivables and cash data through the interfaces the ERP vendor publishes. The agents prepare reconciliations, invoice coding and matching, cash application, accrual proposals and variance commentary, then route each one to a named approver with the evidence attached. One platform covers the close, reconciliation, payables, receivables, treasury, tax and reporting.
Which ERP systems does ChatFin work with?
NetSuite, Acumatica, JD Edwards EnterpriseOne, SAP, Dynamics 365, Oracle Fusion and Sage Intacct. Each connection uses the interface that vendor publishes and supports, for example SuiteQL and SuiteTalk REST on NetSuite, contract based REST on Acumatica, Application Interface Services and Orchestrator on JD Edwards, RFC enabled BAPIs on SAP, and the XML gateway on Sage Intacct. There is no migration and no copy of your ledger held in the middle. Your ERP version changes what is possible, so that question is answered per instance.
Do the agents post to the ledger on their own?
No. An agent prepares the work and a named person approves it, and that approval is a design requirement rather than a setting that can be switched off. Every action produces a log entry carrying the request, the rows read, the reasoning, the payload and the approver, and that log exports for audit. Where confidence falls below the threshold the controller set, the agent stops and escalates instead of guessing.
Bring your worst exceptions. Those are the ones that decide it.
A demonstration on vendor data proves the product works on vendor data. The useful version runs against your own population, on the close cycle and the ERP you actually have.
ChatFin will tell you where it fits and where it does not. If your master data is thin or your ERP has no governed write interface, that shows up in the first conversation rather than in month three of an implementation.
Ask to see a log export and a write in a test environment. Those two requests separate a shortlist faster than any feature comparison.
Section photograph: a person typing on a laptop beside cash and a calculator, sourced from Pexels and used under the Pexels licence.
Section photograph: a person holding a printed report of pie and line charts, sourced from Pexels and used under the Pexels licence.
All images are served from the Pexels content network. No third party product screenshots, vendor logos or licensed media are used on this page.
Thirty minutes, on your close cycle.
Tell us your ERP, the processes that cost your team the most time and the exceptions that keep coming back. We will show what ChatFin prepares and what you would still approve.
Confidential & private