Finance Operations
Your finance team,
closing in 3 days.
Not 10. Not 7. Three.
AI agents handle the volume — invoice matching, reconciliations, variance analysis, compliance checks. Your finance team handles judgment, strategy, and the relationships that actually drive the business.
70%
reduction in manual AP/AR work
60 days
early audit risk warning
3x
faster forecast refresh cycle
99.9%
invoice match accuracy
Month-End Close
AP/AR
Audit Signals
FP&A
Close Day
3
↑ was 10 days
Items Open
4
↓ from 127
Match Rate
99.9%
↑ vs 94% manual
⚠️
Cortex: Audit risk detected — 58 days earlyJournal entry pattern in Cost Center 4471 — 87% match to prior finding. Internal audit briefed. Remediation window: 58 days.
AP Agent
Matched 340 invoices · $2.4M · 0 exceptions
Done
Close Agent
Running sub-ledger reconciliation · 76% complete
Running
Audit Agent
Journal entry audit brief → Controller approval pending
Pending you
The Real Cost of Manual Finance
Your best people are doing work
agents should be doing.
10-day close, every month
Controllers spend 60% of close chasing data, manually reconciling, and hunting for exceptions. That's 720 hours a year on admin instead of analysis.
Audit findings — discovered too late
Journal anomalies appear weeks before quarter-end but nobody connects the dots until the auditors do. Average remediation cost: $2–4M per finding.
Forecasts that age before they're used
FP&A refreshes forecasts monthly. Actuals change daily. Leaders make decisions on data that's already 4 weeks stale. Wrong decisions compound.
6-9 months to catch financial fraud
Duplicate payments, ghost vendors, below-threshold entries. Without continuous monitoring, the average enterprise loses 4% of spend to undetected leakage annually.
Finance Use Cases
Every finance workflow, covered.
Select your role to see which use cases matter most to you. From invoice matching to board reporting — TAO has an agent for it.
All Use Cases
CFO / VP Finance
Controller / CAO
FP&A
AP / AR Manager
Internal Audit
Treasury
Month-End Close Acceleration
Transform a 10-day manual close into a 3-day autonomous process. Agents run the checklist, chase open items, flag reconciliation gaps, and generate the close pack. You review and sign off — that's it.
- Sub-ledger to GL reconciliation — automated, every day, not just at close
- Open item chasing — agents contact the right people for missing inputs on the right schedule
- Close analytics automatically feed FP&A models in Pulse
- HMAC-notarized close pack — audit-ready evidence assembled automatically
3 daysaverage close time
Read more →Close Progress · Day 3
AP Reconciliation
$12.4M matched✓ Done
Sub-Ledger → GL
Running — 76%● Live
Accruals & Provisions
Draft generated⏳ Review
Intercompany Eliminations
$0 variance✓ Done
Tax Provisions
Pending sign-off⏳ You
Overall close progress76%
AP Invoice Automation & Three-Way Match
Agents extract, validate, and match every invoice to its PO and goods receipt automatically. 99.9% straight-through processing on clean matches. Exceptions routed to the right approver with full context.
- OCR + LLM extraction on any invoice format — PDF, email, EDI, image
- Three-way match: Invoice × PO × Goods Receipt in milliseconds
- Duplicate payment detection — checks against all historical payment records
- Vendor verification — against master data, bank account change alerts
99.9%match accuracy
Read more →Audit Risk Detection — 60 Days Early
Cortex monitors journal entry patterns 24/7. When the pattern looks like a prior audit finding, you get a brief — not a finding. 60 days of investigation time instead of zero.
- After-hours entries, below-threshold splits, approval bypasses flagged automatically
- 87% pattern similarity threshold — tunable per company
- Evidence pack auto-assembled — HMAC-notarized for auditor use
- SOX control monitoring — continuous, not quarterly
$2–4Mper avoided finding
Read more →FP&A Variance Analysis & Rolling Forecasts
Pulse answers “why is revenue off plan?” with a full causal chain in under 5 seconds. Agents refresh rolling forecasts as actuals come in — not once a month, every day.
- Real-time variance commentary — generated, not typed
- Causal attribution: which operational driver caused which financial delta
- Board report narratives drafted automatically from actuals
- Scenario planning: ask Pulse “what if revenue drops 10%?”
3×faster forecast refresh
Read more →Expense Compliance & Policy Enforcement
Agents review every expense submission against your policy before it reaches a human. Compliant claims auto-approved. Policy violations flagged with the specific rule — not a vague rejection.
- Policy rules enforced consistently — no manager discretion on clear violations
- Receipt OCR + merchant category verification automated
- Per diem, mileage, and limit checks against configurable policy
- Audit-ready compliance report generated monthly, automatically
100%policy coverage
Read more →AR Collections & Aging Management
Agents monitor receivables aging daily, send follow-ups at configurable intervals, and escalate to collections workflows for seriously overdue accounts — all without AR manager intervention on routine items.
- Tiered follow-up: automated reminders at 7, 14, 30, 60 days
- Customer payment pattern history in Cortex — personalised approach per account
- Credit hold workflow: agent flags and routes, controller approves
- DSO tracking and cash flow impact reported weekly to CFO via Pulse
18%reduction in DSO
Read more →Cash Flow Forecasting & Treasury Intelligence
Cortex builds a causal model connecting operational KPIs to cash position. Pulse gives your treasurer a real-time cash forecast with 13-week horizon — updated as actuals come in, not at month-end.
- 13-week rolling cash forecast, refreshed daily from ERP actuals
- AP/AR timing impact on cash position — modeled causally
- Scenario modeling: “what if three enterprise clients pay 30 days late?”
- FX exposure monitoring with hedging recommendation alerts
±2%forecast accuracy
Read more →Fraud Detection & Financial Anomaly Monitoring
Cortex runs continuous anomaly detection against every financial transaction — journal entries, payments, vendor changes. Patterns that humans miss (split invoices, ghost vendors, timing anomalies) surface automatically.
- Ghost vendor detection: new vendor + immediate large payment flagged
- Split invoice detection: same vendor, same amount, different dates
- Bank account change monitoring on all vendor master updates
- 4% average spend leakage identified in first 90 days of deployment
4%spend leakage recovered
Read more →Board Reporting & CFO Narrative Automation
Agents assemble the board pack. Pulse generates variance narratives — explaining what happened and why — grounded in causal evidence from Cortex. First draft in minutes. CFO edits and approves.
- Actuals vs. plan commentary — auto-generated with causal attribution
- KPI scorecards pulled from live ERP and refreshed at report time
- Pulse answers board questions live during the meeting
- Investor relations Q&A preparation — grounded in Cortex institutional memory
4 hrssaved per board cycle
Read more →Contract Monitoring & Spend Leakage Detection
Cortex ingests every vendor contract. Agents compare actual spend against contracted terms, flag price creep, missed rebates, and auto-renewal traps. One global enterprise found 4% of total spend in undetected leakage.
- Contract term extraction: price escalation clauses, volume thresholds, SLAs
- Actual vs. contracted price comparison — per line item, per vendor
- Auto-renewal alerts 90 days before expiry with negotiation brief
- Rebate entitlement tracking and collection workflow
4%of total spend recovered
Read more →Intercompany Reconciliation & Consolidation
Agents run intercompany matching across all entities simultaneously. Eliminations calculated automatically. Consolidation pack ready for Group Finance review — without a manual spreadsheet in sight.
- Multi-entity matching across ERP instances — reconciled to $0 variance
- Currency translation applied automatically at closing rate
- Intercompany elimination entries generated and posted for approval
- Group consolidation pack assembled and delivered to Group CFO
$0intercompany variance
Read more →Board Reporting & CFO Narrative
Agents assemble the board pack. Pulse generates variance narratives grounded in causal evidence. First draft in minutes. You edit and approve.
- Actuals vs. plan commentary — auto-generated with causal attribution
- KPI scorecards pulled from live ERP at report time
- Pulse answers board questions live during the meeting
- Investor Q&A preparation grounded in Cortex memory
4 hrssaved per board cycle
Read more →FP&A Variance Analysis & Forecasting
Pulse answers “why is revenue off plan?” with a full causal chain in under 5 seconds. Rolling forecasts refresh as actuals come in — not once a month.
- Real-time variance commentary — generated, not typed
- Causal attribution: which operational driver caused which delta
- Scenario planning: ask Pulse “what if revenue drops 10%?”
- Forecast accuracy improves with every Cortex memory cycle
3×faster forecast refresh
Read more →Cash Flow & Treasury Intelligence
Cortex builds a causal model connecting operational KPIs to cash position. Pulse gives real-time 13-week cash forecast — updated as actuals come in.
- 13-week rolling cash forecast, refreshed daily from ERP
- Scenario: “what if three clients pay 30 days late?”
- FX exposure monitoring with hedging recommendation alerts
- Pulse answers liquidity questions in real time
±2%forecast accuracy
Read more →Fraud Detection & Anomaly Monitoring
Cortex runs continuous anomaly detection across every financial transaction — patterns humans miss surface automatically, 60 days before audit.
- Ghost vendor detection and split invoice flagging
- Bank account change monitoring on all vendor updates
- 4% average spend leakage identified in first 90 days
4%spend recovered
Read more →Month-End Close in 3 Days
10 days → 3 days. Agents run the close checklist, chase open items, flag reconciliation gaps, and generate the close pack. You review and sign off.
- Sub-ledger to GL reconciliation automated daily
- HMAC-notarized close pack — audit-ready automatically
- Close analytics feed into Pulse FP&A views instantly
3 daysaverage close
Read more →Contract Monitoring & Spend Leakage
Cortex ingests every contract. Agents compare actual spend against contracted terms — flagging price creep, missed rebates, and auto-renewal traps.
- Price escalation clauses and volume thresholds tracked
- Auto-renewal alerts 90 days before expiry
- Rebate entitlement tracking and collection workflow
4%total spend recovered
Read more →Month-End Close Acceleration — 10 Days → 3
The close process agents run continuously: sub-ledger reconciliation, open item chasing, exception flagging, intercompany eliminations. You review the exceptions, not the data.
- Sub-ledger to GL reconciliation automated — every day, not just at close
- Open items chased on configurable schedule — agents contact the right people
- Intercompany matching across all entities simultaneously — $0 variance
- HMAC-notarized close pack assembled and ready for sign-off
Close Progress · Day 3
AP Reconciliation
$12.4M matched✓
Sub-Ledger → GL
Running 76%●
Accruals Draft
Ready for review⏳
Intercompany
$0 variance✓
3 daysaverage close
Read more →Audit Risk Detection — 60 Days Early
Cortex monitors journal entries 24/7. When a pattern matches a prior audit finding, you get a brief — not a finding. 60 days of investigation time instead of zero.
- After-hours entries and below-threshold splits flagged automatically
- 87% pattern similarity threshold — tunable per company
- Evidence pack HMAC-notarized for auditor use
- SOX control monitoring — continuous, not quarterly
$2–4Mper avoided finding
Read more →Intercompany Reconciliation & Consolidation
Agents run intercompany matching across all entities simultaneously. Eliminations calculated automatically. Consolidation pack ready without a spreadsheet.
- Multi-entity matching across ERP instances — $0 variance
- Currency translation applied automatically at closing rate
- Elimination entries generated and posted for approval
$0intercompany variance
Read more →Expense Compliance & Policy Enforcement
Agents review every expense against your policy before it reaches a human. Compliant claims auto-approved. Violations flagged with the specific rule — not a vague rejection.
- Policy rules enforced consistently — no manager discretion on clear violations
- Receipt OCR + merchant category verification automated
- Audit-ready compliance report generated monthly, automatically
100%policy coverage
Read more →Fraud & Journal Entry Anomaly Detection
Cortex monitors every journal entry for unusual patterns — timing anomalies, below-threshold splits, unusual account combinations — and surfaces them before audit.
- Ghost vendor and duplicate payment detection
- Bank account change monitoring on vendor master updates
- 4% average spend leakage identified in first 90 days
60 daysearly warning
Read more →Real-Time Variance Analysis
Ask Pulse “why is gross margin off plan?” and get a full causal chain in under 5 seconds — not a dashboard that shows the gap but doesn't explain it.
- Variance commentary auto-generated with causal attribution
- Operational driver → financial outcome — traced automatically
- Actuals vs. plan, vs. prior period, vs. forecast — any view instantly
- Drill-down: P&L, cost center, product line, region
5 secto root cause
Read more →Rolling Forecast Automation
Forecasts refresh daily against actuals — not once a month. Agents pull the latest operational data, apply your forecast model, and surface changes that matter to FP&A.
- Daily forecast refresh from ERP actuals — no manual data pulls
- Significant variance alerts pushed to FP&A team automatically
- Prior period comparison and trend analysis always current
- Cortex memory improves forecast accuracy over time
3×faster refresh cycle
Read more →Board & Management Reporting
Board deck first draft assembled by agents — KPIs pulled from live ERP, variance commentary written by Pulse, charts generated automatically. You edit, you don't build.
- Management pack built from live data at run time — always current
- Narrative commentary generated in the CFO's voice from Cortex
- Pulse answers ad hoc questions during board Q&A
- Investor relations Q&A prep grounded in Cortex institutional memory
4 hrssaved per cycle
Read more →AP Invoice Automation & Three-Way Match
99.9% straight-through processing on clean matches. Agents extract, validate, and match every invoice to its PO and goods receipt automatically. Exceptions only reach your queue.
- OCR + LLM extraction on any format — PDF, email, EDI, image
- Three-way match: Invoice × PO × Goods Receipt in milliseconds
- Duplicate payment detection against all historical records
- Vendor bank account change alerts before any payment
99.9%match accuracy
Read more →AR Collections & Aging Management
Agents monitor receivables aging daily and send tiered follow-ups automatically. Your queue is escalations only — every routine collection runs without you.
- Automated reminders at 7, 14, 30, 60-day aging thresholds
- Customer payment history in Cortex — personalised approach per account
- Credit hold workflow: agent flags, controller approves
- DSO tracked and reported weekly to CFO via Pulse
18%DSO reduction
Read more →Expense Compliance & Policy Enforcement
Every expense reviewed against policy before it reaches you. Compliant claims auto-approved. Policy violations flagged with the specific rule. Your queue is edge cases only.
- Receipt OCR + merchant category verification automated
- Per diem, mileage, and limit checks against configurable policy
- Audit-ready compliance report generated monthly, automatically
70%workload reduction
Read more →Audit Risk Detection — 60 Days Before Quarter-End
Cortex monitors every journal entry, every reconciliation, every approval chain — 24 hours a day. When the pattern looks like a prior audit finding, you get a brief 60 days before quarter-end. Not a finding. A prevention.
- After-hours journal entries, below-threshold splits, approval bypass frequency — all monitored continuously
- 87% pattern similarity threshold — tunable, with your own historical findings as the training set
- Evidence pack auto-assembled: relevant transactions, approval records, prior finding comparison — HMAC-notarized
- SOX control testing: 47 controls tested continuously, not quarterly — exception surfaced immediately
$2–4Mper avoided finding
Read more →Fraud & Anomaly Detection
Ghost vendors, split invoices, unusual payment timing, bank account changes — Cortex surfaces them in days, not months. No audit sampling required.
- Ghost vendor detection: new vendor + immediate large payment
- Split invoice: same vendor, same amount, different dates
- 4% average spend leakage in first 90 days — consistently
4%spend leakage found
Read more →Contract & Spend Compliance Monitoring
Cortex ingests every contract and monitors actual spend against terms — identifying price creep, missed SLAs, and unapplied rebates that manual reviews miss.
- Price escalation clause tracking against actual invoices
- SLA compliance: vendor delivery vs. contract commitment
- Rebate entitlement calculation and collection workflow
Continuousnot quarterly
Read more →SOX Control Evidence Automation
Agents collect, organize, and package control evidence automatically. Every approval, every sign-off, every exception — assembled into an auditor-ready evidence pack with HMAC timestamps.
- Evidence collected continuously — not assembled at audit time
- HMAC-SHA256 notarized: tamper-evident, legally defensible
- Auditor portal access with scoped read-only view
HMACnotarized evidence
Read more →Expense & T&E Policy Compliance
Every expense claim reviewed against policy before payment. Cortex stores policy rules and enforces them consistently — eliminating both over-approvals and false rejections.
- 100% expense coverage — no sampling required
- Policy stored in Cortex — updated centrally, enforced everywhere
- Monthly audit report generated automatically for Audit Committee
100%coverage, 0 sampling
Read more →13-Week Cash Flow Forecasting
Cortex builds a causal model connecting operational KPIs to cash. Pulse gives you a live 13-week cash forecast — updated daily from ERP actuals, not monthly from spreadsheets.
- Daily refresh from ERP actuals — always reflects current position
- AP/AR timing impact modeled causally from Cortex data
- Scenario: “what if 3 clients pay 30 days late?”
- Pulse answers liquidity questions in under 5 seconds
±2%forecast accuracy
Read more →AR Collections Impact on Cash
Cortex maps accounts receivable aging to projected cash inflows. Pulse shows which specific overdue accounts are creating cash timing risk — with recommended actions.
- Late payment prediction based on 18-month Cortex payment memory
- Cash impact of each overdue account quantified and ranked
- AR Agent runs collections workflows to accelerate inflows
18%DSO improvement
Read more →FX Exposure & Hedging Intelligence
Cortex tracks FX exposure across all open payables and receivables. Pulse alerts when exposure breaches your hedging policy thresholds — with a recommended hedging brief.
- Real-time FX exposure across all currencies and entities
- Hedging policy encoded in Cortex — enforced at every alert
- Rate movement impact on cash position modeled causally
LiveFX exposure view
Read more →Agents in ActionFinance operations,
Finance operations,
running right now.
This is what TAO looks like inside your finance function — agents executing tasks across AP, close, FP&A, and audit simultaneously.
Agent Activity
LIVE
AP Agent
Matched INV-8821 · $47,200 · 3-way match ✓ · Posted to GL
just now
Close Agent
Sub-ledger reconciliation · 76% complete · 4 items outstanding
running…
AP Agent
Auto-approved 52 expense claims · $11,840 · Policy compliant
3s ago
Cortex Signal
⚠ Journal anomaly — Cost Center 4471 · 87% match to prior audit finding · Brief prepared
8s ago
Treasury Agent
13-week cash forecast refreshed · +$2.1M vs prior week · 3 AR collections received
12s ago
AR Agent
Follow-up sent to Acme Corp · Invoice #4471 · 31 days overdue · $84,000
18s ago
Audit Agent
SOX control test completed · 47 controls · 46 passed · 1 exception flagged → review
24s ago
Close Agent
Intercompany elimination entries generated · $0 variance across 8 entities
31s ago
Pending Your Approval
3
Month-End Close
Accruals pack · $1.24M provisions · 7 entries · Controller sign-off required
Close Agent prepared · 3 supporting schedules attached · Due: EOD today
Internal Audit
Journal anomaly brief · Cost Center 4471 · Investigation scope sign-off
Cortex: 87% match to Q3 2024 finding · 58-day investigation window
🧠Cortex Causal Signal76% conf.
Journal anomaly→Recon gap→Approval bypass→SOX finding
Pulse for FinanceAny finance question.
Any finance question.
Causal answer.
Under 5 seconds.
Pulse is the CFO's Chief of Staff — powered by Cortex's institutional memory and every system in your enterprise. Not a dashboard. Not a BI tool. Answers that explain what happened and why.
🎙️Voice-first — ask by voice, get a spoken answer, in any meeting
🔗Causal citations — every answer traces the chain of causes
🔒HMAC-verified — every answer is cryptographically timestamped
🧠Persistent memory — Cortex remembers context across every session
“Why is Q2 gross margin 180bps below plan?”
Pulse answered in 3.8 seconds
Three drivers account for the full variance. Materials cost increased $1.2M against plan — Cortex traces this to Supplier SUP-007's spot rate increase in April (mechanical lag: 0 days). Freight costs added $0.4M from Red Sea routing surcharges (detected by Cortex 34 days ago, flagged but not actioned). Labour variance added $0.2M from overtime in Plant 3 tied to the IT incident in March that disrupted scheduling.
SUP-007 rate ↑→ Materials +$1.2MRed Sea surcharge→ Freight +$0.4MIT incident→ OT +$0.2M
“Which customers are at highest risk of late payment this month?”
Pulse answered in 2.1 seconds
Cortex has flagged 4 accounts showing late-payment precursors based on 18-month payment history: TechCorp Inc. (87% risk — invoice dispute unresolved), Metro Holdings (72% — payment cycle lengthening trend), Apex Retail (68% — credit limit approaching), and FastGrow Ltd (61% — sector liquidity pressures). AR Agent has drafted follow-ups for all four.
Finance ROI with TAO
Numbers that finance leaders recognize.
70%
reduction in manual AP/AR processing time
3 days
average month-end close time (down from 10)
$2–4M
saved per avoided audit finding
60 days
early warning before audit risk materializes
4%
of total spend recovered from contract leakage
Cortex MemoryYour finance AI
Your finance AI
never forgets.
Every audit finding, every vendor issue, every reconciliation exception your finance team has ever resolved — stored, governed, and instantly available to every agent. Cortex is what makes TAO smarter every day.
What Cortex stores for Finance
📋 Every past audit finding and remediation
🔍 All vendor payment patterns and disputes
📊 Causal links between KPIs and financial outcomes
⚖️ Every policy rule — enforced at retrieval time
🏢 Intercompany relationships and elimination rules
🔐 HMAC-notarized chain on every AI output
5,300×
signal compression ratio (DTMW patent)
100%
outputs cryptographically notarized
60d
early audit warning via causal detection
CORTEX · FINANCE MEMORY LAYERS
01
Episodic
Every close, every finding, every exception — with timestamp and actor
02
Semantic
Vendors, contracts, cost centers, GL accounts, their relationships
03
Temporal
What was true when — point-in-time query for any historical state
Patent 2
04
Causal
Which operational drivers caused which financial outcomes — auto-discovered
Patent 2
05
Procedural
Close runbooks, exception playbooks, remediation steps that worked
06
Policy
Approval thresholds, SOX controls, expense policy — enforced at every query
Cortex finance insight — right now
“Based on 18 months of payment memory, TechCorp Inc. shows the same pre-dispute pattern that preceded their $240K dispute in July 2024. Proactive outreach recommended before invoice ages further.” Confidence: 82%
Connects to your existing finance stack
🏢 SAP S/4HANA
🟦 Oracle Fusion
🔵 Microsoft Dynamics
💚 Workday Finance
⚡ NetSuite
📊 Coupa
🔴 Concur
🏦 BlackLine
API-first, no rip-and-replace. TAO sits on top of your existing ERP — it doesn't replace it.
Return on Investment
The finance case writes itself.
These are conservative estimates based on published industry benchmarks and TAO deployment data. Your actual ROI will depend on your team size and current process maturity.
Use Case
Effort saved
Annual value
Month-End Close (7-day reduction)
480 hrs/yr
$120K+
AP invoice processing (70% automation)
1,200 hrs/yr
$180K+
Audit finding avoidance (1 per year)
—
$2–4M
Expense compliance (100% coverage)
360 hrs/yr
$60K+
Contract leakage recovery (4% spend)
—
$400K–2M
AR collections improvement (DSO –18%)
240 hrs/yr
$180K+
Conservative total (mid-market)
—
$3.1M–7M+
Based on 500-person finance function, $200M revenue company. Source: Deloitte 2025 CFO Signals, McKinsey State of AI in Finance, Hackett Group benchmarks.
What your team does instead
📊
FP&A does real analysis
Not spreadsheet assembly. Real scenario modeling, business partnering, and strategic insight that moves the business forward.
🤝
Controllers focus on judgment
Reviewing what matters instead of preparing everything. The close process becomes a governance exercise, not a data-hunting exercise.
💡
CFO advises the business
Pulse answers operational questions in under 5 seconds — freeing CFO time for board relationships, M&A diligence, and strategy.
🔍
Internal Audit hunts real risks
Cortex surfaces anomalies 60 days early. The audit team investigates — they don't spend weeks finding what to investigate.
Built for every finance roleThe right information,
The right information,
to the right person.
👔
CFO
Pulse on desktop and mobile. Any question, causal answer, under 5 seconds. Board pack drafted automatically. Never reactive again.
Pulse · ASK · WATCH · ACT →
📋
Controller / CAO
Close management, reconciliation exceptions, and audit risk briefs surface automatically. Review and sign off — the agents do the work.
Nexus Approvals · Close Agent · Cortex →
📊
FP&A Manager
Forecast refreshes run daily against actuals. Variance commentary generated automatically. Board deck drafts itself. Spend time on insight, not assembly.
Pulse · FP&A Agent · Cortex →
🧾
AP / AR Manager
Invoice matching, collections follow-ups, vendor queries — handled autonomously. Your queue is exceptions only. 70% of volume never needs your attention.
AP Agent · AR Agent · Nexus →
🔍
Internal Audit
Cortex monitors continuously. Anomalies surface 60 days early with evidence already assembled. Audit your highest-risk items — because you know where they are.
Cortex Causal · Audit Agent · HMAC →
🏦
Treasury Manager
13-week cash forecast refreshed daily. FX exposure monitoring. AP/AR timing impact modeled causally. Pulse answers liquidity questions in real time.
Treasury Agent · Pulse · Cortex →
Your finance team's
best month-end ever
starts next month.
Book a 30-minute demo. We'll show you TAO running against a dataset that looks like yours — with real agents, real causal chains, and a real close pack.