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Run Your Finance Workflows with AI
Enterprise AI agents built for Acumatica. Automate AP, AR, month-end close, reconciliations, and accruals, with purpose-built finance controls.
Finance AI that actually works inside your ERP
Acumatica is one of the fastest-growing ERPs across manufacturing, distribution, and healthcare. Most AI tools were never designed to work inside it. ChatFin was.
Purpose-Built Acumatica MCP
A structured execution layer built specifically for Acumatica, not a wrapper around a generic API. Reads, validates, and writes directly to your workflows.
Finance-Specific Controls
Approvals, validation rules, exception routing, and audit trails are built into every workflow, not bolted on. Finance teams trust it because it behaves like finance.
Multi-Tenant & Flexible
Cloud or on-premise. Multi-tenant or dedicated. Works with Acumatica's deployment architecture without rip-and-replace.
Why Enterprise Architecture Matters
Generic AI tools are built for conversations. ChatFin is built to execute finance workflows with deterministic reliability.
Deterministic Operations
Stateful orchestration ensures finance workflows execute the same way every time. Not conversationally, operationally.
Finance Controls Built-In
Approvals, validation rules, and exception handling are native to every workflow, not bolted on after the fact.
Auditability & Compliance
Every transaction, decision, and approval is logged and traceable. When auditors ask, the answer is one click away.
Deep Acumatica Integration
Native MCP integration layer connects directly to Acumatica workflows. No middleware. No CSV exports. No sync delays.
Core Finance Workflows Automated
Pre-built agents for the workflows your team runs every month. Deploy in minutes, customize for your operations.
Month-End Close
Automate reconciliations, variance analysis, close task coordination, and exception routing across every entity.
Accounts Payable
Extract invoice data, match against POs, detect duplicates, route approvals, and validate coding automatically.
Accounts Receivable
Match payments to invoices, analyze aging, generate collections communication, detect short payments automatically.
Reconciliations
Bank, intercompany, vendor statement, and ledger reconciliations monitored and matched continuously.
Accrual Automation
Identify missing accruals, prepare journal entry recommendations, and post with approval gates automatically.
Financial Analytics
Variance, trend, and spend analysis with margin tracking and operational KPI monitoring on demand.
ChatFin vs Generic AI Tools
Generic AI is built for conversation. ChatFin is built to execute inside your ERP with finance-grade reliability.
Industries Running Acumatica + ChatFin
Acumatica runs across diverse industries. ChatFin adapts to your workflows, terminology, and approval structures.
How It Works
From first connection to fully automated finance workflows, typically live within one week.
Connect Acumatica
Securely authenticate ChatFin with your Acumatica instance via OAuth 2.0. Multi-tenant setups connect all entities in one session.
~30 min setupConfigure Workflows
Define your finance operations: AP coding rules, AR aging thresholds, close checklists, approval hierarchies, and exception handling logic.
Pre-built templatesDeploy Agents
Launch AI agents to execute AP processing, reconciliations, accruals, analytics, and close orchestration directly inside Acumatica.
100+ pre-built agentsMonitor & Improve
Track agent performance, review exceptions, optimize workflow logic, and expand automation as your team builds confidence.
Continuous improvementSee ChatFin + Acumatica in Action
Book a personalized demo. We'll run live agents on your Acumatica workflows, not a scripted slide deck.
See AI agents working directly with your Acumatica data
Explore workflow automation for your specific finance operations
Get a custom deployment roadmap and implementation timeline