AI Agents That Draft - Humans That Approve
Role-specific finance agents pull the right data and propose actions; a grounded copilot answers from your real numbers and cites them. Every consequential step waits for a human.
What the finance agents do
Fintra runs a workforce of specialized agents - each a focused function that pulls the relevant data slice (read-only), reasons over it with org memory injected, and returns a structured proposal. Alongside them, a copilot answers plain-English questions grounded strictly in your data. The rule everywhere is the same: AI drafts, humans approve.
- Specialized, role-addressable agents for focused finance jobs
- A copilot that answers only from retrieved facts and cites the numbers
- A deterministic templated fallback so the copilot is never a dead end
- Consequential actions (like sending reminders) require confirmation
A copilot that will not make numbers up
The copilot answers over facts the tools retrieved, under a system prompt that forbids inventing figures and requires citing the specific numbers it used. Ask “how much is 90+ days overdue?” and it answers with the real balance, names its sources, and suggests concrete actions with deep links. If the data is missing, it says so instead of guessing.
From answer to safe action
| Tool | Access |
|---|---|
| Read AR/AP aging | Read-only |
| Draft payment reminders | Read-only preview |
| Send payment reminders | Requires confirmation |
| Suggest actions | Deep links for a human to act on |
Governed by design
- AgentFence policies define what each agent may do and must escalate
- SentriAI records an audit trail of agent activity
- Agents read data read-only; they never post without approval
- Every agent run is persisted for transparency
Frequently asked questions
What do Fintra’s AI finance agents do?
They are role-specific functions that pull a relevant, read-only slice of your data, reason over it with organizational memory injected, and return a structured proposal - narrative, suggested actions, and confidence. They draft; humans approve. A separate copilot answers plain-English questions grounded in your real numbers.
Will the copilot invent numbers?
No. The copilot answers only from the facts the tools retrieved, under a prompt that forbids inventing or round-guessing figures and requires citing the specific numbers it used. If the data is insufficient, it says what is missing rather than fabricating an answer.
Can the agents take actions on their own?
Consequential actions require a human. Agents read data read-only and draft proposals; an action like sending payment reminders is gated behind explicit confirmation. AgentFence policies define what each agent may do and what it must escalate, and every run is logged.
What happens if the AI is unavailable?
The copilot falls back to a deterministic templated answer composed from the same retrieved facts, so it is never a dead end. Because the underlying tools and controls are deterministic, the platform keeps working even when the AI layer is offline.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Put AI to work, keep control
Start free, no card required. Let agents draft while your team approves.
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