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For CFOs · Chief Financial Officer

Faster close.
Reporting in 4 hours.

AP/AR agents, financial close, budget reporting. Free your finance team from low-value repetitive tasks — focus them on analysis and decision-making.

Discuss my use case →See the 3 use cases →
−43%
close delay (10.8d → 6.2d)
384%
ROI on AP/AR management
3d→4h
budget reporting
Short term
investment payback
−43%close delay (10.8d → 6.2d)
384%ROI on AP/AR management
3d→4hbudget reporting
Short terminvestment payback
−43%close delay (10.8d → 6.2d)
384%ROI on AP/AR management
3d→4hbudget reporting
Short terminvestment payback
Definition

An AI agent for finance is a Claude agent that handles high-volume accounting and finance work: reconciliations, supplier invoices, month-end close, reporting and credit file preparation. It connects to your ERP through the MCP protocol, flags discrepancies and leaves sensitive entries and decisions to your team's approval, under LOOP™ governance.

3 priority use cases

What your peers are deploying. What you can deploy.

Each use case below is operational in organizations similar to yours. Quantified business case available on request.

Quick Win
AP supplier agent
Low complexity384% ROI3–5 month payback
The agent automatically processes supplier invoices: data extraction, PO matching, duplicate detection, payment preparation. Orange zone activated for amounts exceeding your thresholds.
LOOP™ Governance : Green zone: standard invoices below defined threshold. Orange zone: critical amounts or detected anomalies — mandatory accounting validation before payment.
Transformation
Accounting close agent
Medium complexity10.8d → 6.2d−43% processing time
Automatic account reconciliation, anomaly detection, adjustment entry generation, financial statement preparation. The agent flags every discrepancy above €10K for human validation.
LOOP™ Governance : Green zone: automatic reconciliations and standard entries. Orange zone: discrepancies above €10K or unusual transactions — CFO validation required before close.
Quick Win
Budget reporting agent
Low complexity3 days → 4 hoursGreen zone
Automatic consolidation of data from all entities, generation of monthly reporting ready for the Comex, variance analysis vs budget, updated forecasts.
LOOP™ Governance : Green zone: automatic consolidation and generation. The agent produces the data for your team to analyze — it does not replace financial judgment.
What would these processes be worth to you? Cost them with your own numbers.Calculate the ROI →
Live demos

See these agents in action

Finance Operations Agent
Reconciliations, exceptions and close prepared, discrepancies sent to finance.
View the demo →
Finance & Credit Agent
Credit files analysed and reasoned, while the decision stays with the analyst.
View the demo →
Procurement Intelligence Agent
Tenders, supplier analysis and negotiation briefs prepared.
View the demo →
Agents by process

A Claude agent for each process

A Claude agent for your supplier invoices
The agent matches invoice, purchase order and goods receipt, flags discrepancies and prepares payment. Your accounting team validates, it executes.
See the process →
A Claude agent for expense reports
The agent reads receipts, checks every expense against your travel and expense policy and prepares approval. Managers and accounting keep the reimbursement decision.
See the process →
A Claude agent for bank reconciliation
The agent matches bank statements with your ledger, clears the certain matches and explains every gap. Your accountant validates the proposed entries.
See the process →
By industryBankingTransport and logisticsAll industries →
Related solutions

Two programs designed for you.

Starting pointClaude Ignite

A structured sprint to identify your 3 best finance AI use cases, validate feasibility, and build the quantified business case.

Start with an Ignite →
DeploymentClaude Ops

The Koneetiv methodology to deploy a finance agent in production — from architecture to go-live.

Discover Claude Ops →
Starting point
Claude Ignite
A structured sprint to identify your 3 best finance AI use cases, validate feasibility, and build the quantified business case.
Start with an Ignite →
Deployment
Claude Ops
The Koneetiv methodology to deploy a finance agent in production — from architecture to go-live.
Discover Claude Ops →
Experience feedback

What a peer decision-maker says.

“The monthly close used to take 10.8 days and kept 4 people busy full-time. Today, 6.2 days on average, with improved accuracy. The agent handles reconciliations and flags anomalies — the team focuses on value-added analysis.”
— CFO, distribution mid-market company · 800 employees
Recommended journeys

Which entry points activate for this function?

Claude Ops · Entry point 2
Claude Ops
L1/L2 agents on closing, reporting, controls. Measured ROI, full governance.
Discover →
Claude Work · Entry point 3
Claude Work
Claude Desktop adoption for the whole finance team — analyses, models, business cases.
Discover →
Other functions

AI transforms every function.

CIO
IT tickets, Claude Code, and monitoring driven by AI agents.
Discover →
Legal
Contract review, regulatory monitoring, and M&A due diligence.
Discover →
Operations
Supply chain, procurement, and ops reporting driven by agents.
Discover →
Discover Claude Ops to automate your finance operationsCheck our glossary to clarify enterprise AI terminology
Frequently asked questions

AI agents for Finance: your questions.

Which AI agents fit a finance department?
Claude agents cover accounting and reconciliation, treasury, monthly closures, credit scoring and financial analysis. They integrate with your ERP and tools through the MCP protocol.
How does a Claude agent speed up a monthly close?
The agent reconciles entries, flags anomalies, prepares supporting documents and surfaces the items to arbitrate. Humans validate sensitive entries; the agent handles the repetitive volume with full traceability.
How do you make agents reliable on sensitive financial data?
Every action is traced and auditable, risky operations go through human validation (LOOP™ trust zones), and the agent runs under your access controls. The audit trail stays complete for the statutory auditor.
Can an agent do compliant credit scoring?
Yes, keeping the human as decision-maker: the agent prepares the analysis and score, the human decides on high-stakes cases. The LOOP™ methodology ensures traceability and AI Act alignment on high-risk uses.
What ROI can Finance expect?
Shorter close cycles, fewer entry errors, faster analysis. Koneetiv defines the metrics during scoping (close time, volume handled, quality) and steers them over time.
Where do you start?
With a Claude Ignite scoping: we identify the highest-impact Finance use case, deploy a pilot in shadow then canary mode, and scale under LOOP™ governance.
Let's take action

Let's talk about your case.
30 minutes is all it takes.

We start from your context, your processes, your constraints. We identify the fastest use case to deploy and the ROI you can defend to your Comex.

Book a call →
Not sure about the right use case yet?
Start with a Claude Ignite