If-This-Then-That, Built for Finance Work
Define plain rules - this vendor always codes to this account, this expense type under this amount auto-approves - so routine decisions stop eating your team's time.
What automation rules do
A lot of finance work is genuinely repetitive: the same vendor always codes to the same account, the same expense category under a threshold is always fine. Automation rules let you encode that judgment once, as a plain if-this-then-that rule, so the routine case runs itself and only exceptions reach a person.
- Plain-language rule conditions and actions, no code required
- Applies across bills, expenses, categorization, and routing
- Rules are scoped and reversible - nothing runs blind indefinitely
- Exceptions to a rule still route to a person, never silently skipped
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Rule builder | Defines conditions and actions in plain language | Custom scripts or manual repetitive work |
| Cross-module reach | Applies to bills, expenses, categorization, routing | One-off automations per tool |
| Scoped rules | Limits a rule to specific vendors, amounts, or categories | A blanket rule with no boundaries |
| Exception routing | Sends anything outside the rule to a person | Silent failures when a case does not fit |
How it works
From repeated judgment to a running rule
- 1
Spot the pattern
Notice a decision your team makes the same way every time - a vendor coding, an approval threshold.
- 2
Define the rule
Set the condition and the action in plain language, scoped to exactly the cases it should cover.
- 3
Turn it on
The rule runs automatically on matching transactions going forward.
- 4
Review exceptions
Anything outside the rule's scope routes to a person instead of being skipped or forced through.
Bounded automation, not a black box
AgentFence policy applies to automation rules the same way it applies to AI agents: rules are scoped explicitly, cannot be created to bypass an approval threshold, and every rule execution is logged so you can see exactly what ran and why.
Frequently asked questions
Do I need to write code to create a rule?
No. Rules are defined in plain language - a condition like a specific vendor or amount range, and an action like coding to an account or auto-approving - with no scripting or code required.
Can a rule bypass an approval requirement?
No. AgentFence policy prevents automation rules from being configured to skip a required approval threshold, so rules can speed up routine categorization and routing but cannot be used to remove a control you have set.
What happens when a transaction does not match any rule?
It routes to a person for review, the same as it would without any rule in place - automation rules only apply to cases that clearly match, and anything outside that scope is never silently skipped or forced through.
Can I see how often a rule has run and on what?
Yes. Every rule execution is logged, so you can review exactly which transactions a rule matched and acted on, and audit that behavior the same way you would review any other automated action in Fintra.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Stop repeating the same finance decision
Start free, no card required. Set a rule once and let the routine case run itself.
Talk to us