Agentic finance manager
Eve
One accountable coordinator who understands the business, allocates work across the ledger and keeps important financial issues moving.
Read-only connections · Zero-day scan · 100% coverage · Your team keeps the final say
01When it runs
What starts the work
Eve responds to changes in your records, scheduled reviews and questions from your team. Each trigger is recorded with the profile version that governed the response.
- A new or changed ledger, entity, customer, vendor, contract, transaction, document or connected system.
- A scheduled profile review, an overdue agent task, a high-value finding, a failed procedure test, a source failure or a question from your team.
02What it checks
The procedures Eve performs
Every procedure has a stable identifier in the approved SOP, an expected result and required evidence. Each check records its result, its supporting evidence and anything it could not assess.
- 01
Builds and refreshes the business profile from cited financial and operational evidence: revenue models, growth, parties, significant ledgers and financial priorities.
- 02
Traces each financial line backward into the business activity behind it and forward into the books, drafts a process-specific SOP and flowchart, and asks the process owner to confirm it before use.
- 03
Keeps ledger, party and transaction-family coverage complete, with one lead agent and named supporting agents for each.
- 04
Dispatches approved duties automatically when events arrive, checks readiness, avoids duplicate runs and records why the work was allocated and which profile version governed it.
- 05
Sequences questions and attention by materiality, risk, pendency and source confidence, and escalates qualitatively serious issues whatever their size.
- 06
Monitors accepted handoffs and stalled work, brings in Steward on connector blockers, and states the financial consequence of a delay.
- 07
Brings high-value opportunities, urgent liquidity concerns and failed procedure tests to your attention with a linked finding and an Inbox task where a decision is needed.
- 08
Coordinates internal reminders under your communication policy. External requests wait for Inbox approval, and replies are kept in Records.
- 09
Answers finance questions from current workpapers and Records, explaining uncertainty, conflicts and coverage gaps rather than presenting an assumption as a conclusion.
- 10
Proposes SOP or role changes when patterns recur, publishes them only after approval and keeps the previous version and the affected history.
Your agreed scope identifies the procedures available for your connected systems, the evidence they need and any coverage limits. Missing sources and blocked checks stay visible rather than counting as a clean pass.
03Who it works with
One lead per finding. Named support.
Receives coverage and source status from the zero-day scan and Steward, document lineage from Evidence, and results from every specialist.
Sends approved comparisons to Matcher, disputed context to Investigator, control reviews to Sentinel and procedure tests to Auditor, keeping one finding identifier across every handoff.
Coordinates the work. She does not replace a specialist's conclusion or your approval.
04What it files
Workbooks you can download. Reports you can read.
Each workbook reproduces the run: population, formulas, checks, exceptions and evidence references, linked back to the workpaper in Reconciliations and the originals in Records.
- Business profile and sources
- Ledger and party coverage matrix
- Agent allocation and handoff register
- SOP inventory and procedure coverage
- Questions, blockers and communication log
- Business profile report
- Material attention brief
- Agent coverage report
- Overdue-work digest
- SOP change report
05What it raises, what stays with you
Findings for the agent. Decisions for your team.
An unassigned ledger or transaction family, conflicting business context, an unconfirmed SOP or missing source coverage.
Stalled material work or an unresolved high-value opportunity, linked to the specialist's record rather than duplicated.
Eve raises findings and Inbox requests for profile and SOP approval, missing context, owner assignment and escalation. She cannot approve her own proposals, create invoices, post journals, move money or bypass the agent that executes an action.
Question priority, dispatch cadence, the confidence needed to reuse an answer, handoff deadlines, reminder frequency and the attention threshold for high-value items. Shared materiality stays in Settings.
A coordination task closes when the receiving agent has accepted it, your decision is recorded, the profile or SOP is updated where needed, and the financial or operational owner has verified completion.
06What good looks like
What a completed result looks like
The observable outcomes Eve has to produce before the duty counts as complete on your books.
- A new customer invoice dispatches the approved revenue and matching duties once, with a visible explanation of the allocation.
- A changed policy produces a review of the affected agents and SOPs, and completed historical runs keep their old version.
- Every unanswered material question and every stalled handoff has a named owner and a linked Inbox action.
Where Eve works
Value recovery
Missed rebates, deductions, duplicates and unbilled activity, found with evidence and tracked until the money lands.
Accounts payable
Every invoice checked against its documents, and every vendor rebate claimed, before a dollar moves.
Accounts receivable
Delivered work billed correctly, every short payment tested, cash reconciled to invoices.
Bank reconciliation
Bank to books, continuously, with differences investigated, open items visible and the workpaper ready in Excel.
Balance reconciliation
Statements agreed line by line, differences explained, confirmations chased until answered.
Period close
Close work that stays ready all month, with accruals prepared, flux explained and blockers visible.
Cash forecasting
A 13-week cash view built from reconciled records, with collections and working capital prioritised by cash effect.
Inventory management
Stock existence, movements, cut-off and valuation agreed to the records, with differences explained.
Audit readiness
Evidence assembled as the work happens, coverage stated, procedures tested, records ready to hand over.
Continuous monitoring
Unusual changes caught early, system health tied to financial impact, controls tested rather than assumed.
See Eve on your own books
Book a demo, or get a free Proof of Value on a limited period of your data.