Financial activity is continuously monitored
Agents track balances, transactions, and reconciliation statuses across accounts, entities, and systems.
Trigger Agents
Trigger Agents automate workflows across your systems — initiating tasks based on defined conditions, without manual intervention.
Event-driven financial workflows
Agents watch for balance changes, unmatched transactions, timing gaps, and anomalies — and automatically trigger the right follow-up actions.
Event-driven workflow execution
Workflows are automatically triggered when transactions occur — no rules, thresholds, or manual checks required.
No more manual task creation
When an issue is detected, a task is automatically generated, assigned, and tracked — without someone maintaining spreadsheets or checklists.
Real-time execution, not month-end catch-up
Workflows run as events happen, so entries are posted continuously and your books are already in line by month-end.
Event Detection
Events like invoices issued, bills recorded, journal entries posted, and accruals created automatically trigger workflows.
No manual follow-up required — the right workflow is triggered instantly when conditions are met and generates recommended outputs automatically, from matches to explanations to next steps.
Process Tracking
As steps are completed, downstream workflows begin automatically. Approvals trigger reviews. Reviews trigger postings. Postings trigger reconciliations.
The close moves forward without manual coordination, and accountants switch from preparers to reviewers.
Trigger Agents operate as a real-time monitoring and orchestration layer across your financial environment.
Agents track balances, transactions, and reconciliation statuses across accounts, entities, and systems.
Events like invoices issued, bills recorded, journal entries posted, and accruals created trigger workflows automatically.
When events occur, agents automatically initiate workflows and generate outputs — without waiting for manual intervention.
Work is assigned to the appropriate team members with full context, supporting data, and priority level.
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