Finance Compliance Agent
Builds rule checklists with jurisdiction and effective date, flags gaps, summarises regulatory changes, and assembles documentation. Explicitly not legal or tax advice; abstains where jurisdiction is unclear.
How it works
Ask it like
Model & guardrails
- Runs on MYAM shared · open large (Qwen 72B) by default — you can point it at your own model.
- Autonomy: Drafts, you review every step. Nothing leaves without a human’s approval.
- Data: Restricted — tightest controls. Provenance is attached to every output.
Outcome
Fills in as real usage proves it — from a Target we set, to Eval-measured (passes our test suite), to Platform-measured (across ≥20 accounts), to Verified (customer outcomes).
Also tracked: Audit findings · Legal conclusions asserted = 0
Works well with
Accounts Payable Agent
For finance teams
Parses invoices, performs deterministic three-way matching, classifies discrepancies, runs duplicate and fraud checks including vendor bank-change verification, and prepares payment proposals for human approval. Never pays.
Moves: Duplicate-payment detection recall
Accounts Receivable Agent
For finance teams
Computes aging, scores payment risk, drafts policy-compliant dunning sequences, detects disputes and excludes them automatically, reconciles receipts, and reports DSO trend. No threats or legal assertions.
Moves: Days sales outstanding
Engagement Profitability Agent
For finance teams
Computes per-engagement margin, utilisation, burn against the SOW baseline, and revenue leakage with evidence, feeding comparables back to estimation and proof points to case studies. Never rendered client-facing.
Moves: Revenue leakage identified