AI that runs finance workflows
Intelligent agents that understand, automate, and optimize your entire financial operations stack
Our Product Suite
Purpose-built AI agents for every finance function
FP&A Agent
Intelligent forecasting, variance analysis, and financial planning automation
- Rolling forecast generation
- Automated variance analysis
- Scenario modeling
- Board deck preparation
Close Automation
Accelerate month-end close with intelligent task orchestration
- Close task management
- Journal entry automation
- Accrual calculations
- Close checklist tracking
Reconciliation Agent
AI-powered matching and exception handling at scale
- Multi-system matching
- Exception prioritization
- Auto-resolution rules
- Audit trail generation
Document Processing
Extract and process financial documents with AI precision
- Invoice data extraction
- Contract analysis
- Receipt processing
- PO matching
AP Automation
Streamline payables from invoice to payment
- Invoice capture
- 3-way matching
- Approval workflows
- Payment scheduling
AR Automation
Accelerate collections and improve cash flow
- Automated dunning
- Cash application
- Collection prioritization
- Customer communication
How ChatFin Works
From data to decision in three intelligent steps
Connect Your Systems
Seamlessly integrate with your existing ERP, accounting software, and data sources through our secure connectors.
AI Processes & Learns
Our agents analyze your data, learn your workflows, and identify patterns and opportunities for automation.
Automated Execution
Tasks are completed automatically with human-in-the-loop controls for approvals and exception handling.
Ready to Transform Your Finance Operations?
See how ChatFin can automate your workflows and free your team for strategic work
AI Agents for Every Use Case
Purpose-built AI agents for every business scenario
Reconciliation AI
Automatically reconcile complex financial formulas, pricing models, and business metrics with precision. Perfect for dynamic pricing and real-time adjustments across all systems.
- Real-time formula reconciliation
- Multi-system price synchronization
- Dynamic pricing model updates
- Automated validation and verification
Document AI
Intelligently process and extract data from financial documents with precision. Handle invoices, remittances, and contracts automatically with advanced document understanding.
- Automated invoice processing and extraction
- Smart remittance data capture
- Contract analysis and key term extraction
- Multi-format document recognition
Compliance AI
Ensure regulatory compliance automatically with intelligent monitoring, policy enforcement, and real-time compliance checking across all business operations.
- Automated regulatory monitoring
- Policy enforcement and validation
- Risk assessment and mitigation
- Compliance reporting automation
Analytics AI
Transform raw data into actionable insights with intelligent analytics. Generate comprehensive reports, identify trends, and make data-driven decisions with advanced AI-powered analytics.
- Intelligent data analysis and visualization
- Automated trend identification
- Predictive analytics and forecasting
- Custom dashboard generation
Automation AI
Streamline your entire workflow with intelligent automation. From routine tasks to complex processes, let AI handle everything seamlessly and efficiently.
- End-to-end workflow automation
- Smart process optimization
- Multi-system integration
- Intelligent task scheduling
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.
Book Your Demo
Fill out the form and we'll be in touch within 24 hours