Fintra Feature

One Prompt In, a Completed Outcome Card Out

Type what you want done - close the books, chase overdue invoices, prep the payroll run - and the command bar returns a completed outcome card with exceptions flagged for review.

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Fintra · Command Bar
PROMPTS TODAY
18
across the team
AUTO-COMPLETED
14
no exceptions
NEEDS REVIEW
4
exceptions flagged
"Close June books" - 3 exceptions to reviewOutcome ready
"Chase overdue invoices over 30 days"6 reminders drafted
"Prep July payroll run"Ready for approval
"Flag vendors without W-9 on file"2 vendors flagged

Illustrative product view - outcomes require approval

What the command bar does

Getting something done in most finance software means navigating to the right module, the right filter, and the right button. The Fintra command bar collapses that into one prompt: describe the outcome you want, and it assembles the work - across modules if needed - into a completed outcome card, with any exceptions called out for your review.

  • One plain-language prompt triggers work across whichever modules it touches
  • Returns a completed outcome card, not a list of steps to do yourself
  • Exceptions and anything needing judgment are called out explicitly
  • Nothing consequential executes until the outcome card is approved

Core capabilities

CapabilityWhat it doesWhat it replaces
Prompt-driven outcomesTurns one plain request into completed workNavigating multiple screens per task
Outcome cardsSummarizes what was done and what needs reviewPiecing together the result from several places
Exception flaggingCalls out anything that needs a human judgment callDiscovering an edge case after the fact
Cross-module reachAssembles work spanning close, AP, AR, and payrollSwitching modules to complete one request
What the Fintra command bar covers

How it works

From prompt to approved outcome

  1. 1

    Type the request

    Describe the outcome you want in plain language - no specific command syntax needed.

  2. 2

    Work gets assembled

    The command bar pulls together whatever modules and data are needed to produce the outcome.

  3. 3

    Outcome card returns

    You get a summary card: what was done, and what exceptions need your review.

  4. 4

    Approve or adjust

    Review the exceptions, make any adjustments, and approve before anything consequential executes.

A worked example

Frequently asked questions

Does the command bar execute financial actions on its own?

It assembles and prepares the work, and returns an outcome card showing what was done and what needs review, but anything consequential - a payment, a filing, a posted journal entry - still requires your approval before it finalizes, per AgentFence policy.

What is an "outcome card"?

An outcome card is the result of a command bar prompt: a summary of the work completed and any exceptions that need a human decision, rather than a raw list of steps or a dump of unprocessed data for you to sort through.

What kinds of prompts can I use?

Prompts spanning close tasks, AP and AR follow-up, payroll prep, and compliance checks - anything that would otherwise require navigating several screens and modules to accomplish, described in plain language.

What happens with the exceptions it flags?

Each exception is queued for your review with the relevant context attached, so you make the judgment call directly from the outcome card rather than having to track down where the exception occurred yourself.

Stay in the loop

One practical finance briefing a week - new guides, checklists, and benchmarks.

 

One prompt. A completed outcome.

Start free, no card required. Ask for the result you want, review the exceptions, approve.

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