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.
Works with the ERP you already run
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.
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.
Raw financial data
General ledger, subledgers, prior close data, and the close checklist across all entities
ChatFin analyzes
Close status mapped across entities, bottlenecks identified, variances vs prior periods explained with root causes
Automated execution
Tasks triggered automatically, exceptions routed for review, close progress updated in real time
Historical records
GL activity, vendor history, prior invoices, and recurring expense patterns
ChatFin analyzes
Missing accruals identified, suggested amounts calculated, supporting rationale generated automatically
Automated execution
Journal entries prepared, approval workflows initiated, full audit trail created automatically
Multi-source data
Transactions across ERP, bank statements, and subledgers pulled from all connected systems
ChatFin analyzes
Mismatches identified, root causes categorized, unmatched items grouped and prioritized by risk
Automated execution
99%+ auto-matched, exceptions flagged for review, adjustments prepared where needed
Transaction data
Invoices, payments, purchase orders, and remittance data from vendors and customers
ChatFin analyzes
Invoice discrepancies detected, duplicate checks run, payment matching completed, exceptions highlighted
Automated execution
Invoices validated and routed, cash applied automatically, issues escalated with full context
Live financial data
Financial data across ERP and connected systems, continuously updated in real time
ChatFin analyzes
Variance analysis with drivers identified, real-time financial summaries built, key trends and anomalies surfaced
Automated execution
Reports generated instantly, insights shared with stakeholders, follow-up actions triggered
Pre-built agents
Start with 100+ agents,
ready out of the box
Don't start from scratch. Select from our library of specialized agents for common finance tasks, then customize them to your specific policies.
Consolidate your stack
One ChatFin does the work of 10 tools
Replace disconnected tools with a single AI platform that handles everything from data extraction to complex financial analysis.
Why ChatFin
Built different from every other finance tool
The architecture decisions that make ChatFin work where others stall.
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. Your data stays in your environment. We never store raw financial data on our servers.
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 progressData 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."
"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."
"The reconciliation agent alone saved us 40 hours a week. It pays for itself."
"Finally, an AI tool that actually understands complex accounting standards."
"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."
"Implementation was seamless. We were running live agents in under a week."
Customer details anonymized at their request. References available during the sales process.
See ChatFin on your data
Book a 30-minute demo and we will show you ChatFin running against your actual ERP, not a canned dataset.