Fintra Feature

Compliance That Runs Inside Your Finance System

Powered by SentriAI, Fintra enforces controls where transactions happen, collects evidence as work gets done, and keeps an audit trail you never have to reconstruct.

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Fintra · Compliance Center
CONTROLS PASSING
31 of 33
this period
EVIDENCE ITEMS
412
auto-collected QTD
OPEN EXCEPTIONS
2
assigned, in review
Segregation of duties - AP approvalsPassing
Payment over $10,000 without dual approval1 exception
AgentFence - AI agent policy violations0 this period
Month-end close evidence - JuneComplete

Illustrative product view

What compliance in Fintra does

Bolt-on compliance tools ask you to prove what happened in other systems. Fintra’s compliance module, powered by SentriAI, sits inside the system where the transactions actually occur - so controls are enforced at the moment of action, and evidence is captured as a byproduct of doing the work rather than as a separate project before an audit.

  • Controls enforced in-line: approval thresholds, segregation of duties, change management
  • Evidence collection that happens automatically as transactions are processed
  • A complete, tamper-evident audit trail across accounting, payroll, AP, and expenses
  • AgentFence governance defining what AI agents are allowed to do across the platform

Core capabilities

CapabilityWhat it doesWhat it replaces
Control enforcementBlocks or escalates actions that violate defined controlsPolicy documents nobody checks
Evidence collectionCaptures approvals, logs, and artifacts as work happensPre-audit evidence scrambles
Audit trailRecords every financial action with actor, time, and contextLog exports stitched across tools
Exception managementRoutes control failures to owners with due datesFindings lost in email
AI governanceAgentFence policies bound what each AI agent may doUngoverned automation scripts
What Fintra compliance covers

How it works

From control definition to audit day

  1. 1

    Define controls

    Pick from common financial controls - approval thresholds, duty segregation, close checklists - and tune them to your policies.

  2. 2

    Enforce in-line

    Controls run inside every workflow: a payment that needs dual approval simply cannot be released with one.

  3. 3

    Collect evidence

    Each control execution stores its evidence automatically - who approved, what was checked, when it happened.

  4. 4

    Review exceptions

    Failures become assigned exceptions with owners and due dates, reviewed on a regular cadence.

  5. 5

    Hand the auditor the trail

    At audit time, export the period’s evidence and audit trail instead of reconstructing it.

Governing the AI itself

When AI agents post entries, categorize expenses, and prepare filings, the agents themselves become a compliance surface. AgentFence addresses this directly: it defines per-agent policies for what each AI is allowed to do, what requires human approval, and what is forbidden outright. Every agent action - allowed or blocked - lands in the SentriAI audit trail.

AI governance controls in Fintra

  • Per-agent permissions: what each AI module can read, draft, and execute
  • Mandatory human approval gates on payments, filings, and journal postings
  • Complete logs of every AI action, including blocked attempts
  • Policy versioning, so you can show which rules were in force at any time

When to adopt it

  • You’re heading into your first financial audit or SOC 2 process and evidence lives everywhere
  • Investors or acquirers are asking how financial controls and AI usage are governed
  • One person can currently both create and approve payments - and you know that’s a risk
  • You’re adopting AI in finance and need to demonstrate it operates under defined controls

Frequently asked questions

What does SentriAI-powered compliance actually mean?

SentriAI is the control and audit layer inside Fintra. It enforces the controls you define at the moment of action, collects evidence automatically as transactions are processed, and maintains the tamper-evident audit trail across modules - so compliance is a property of the system rather than a separate tool bolted on.

How does Fintra govern what AI agents can do?

Through AgentFence, Fintra’s AI governance layer. Each agent operates under explicit policies defining what it may read, draft, and execute, with mandatory human approval on consequential actions like payments and filings. Every agent action, including blocked attempts, is logged with the policy version in force.

Does this replace our auditor or compliance consultant?

No - it makes working with them dramatically faster. Auditors still perform the audit, but instead of your team reconstructing evidence across five tools, you hand over an organized trail of control executions, approvals, and artifacts for the period. Preparation shrinks from weeks to days.

Can I customize controls to our own policies?

Yes. Start from common financial controls - approval thresholds, segregation of duties, close checklists - and adjust amounts, roles, and scopes to match your policies. Control definitions are versioned, so you can always show which configuration was active during any period an auditor asks about.

Stay in the loop

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

 

Be audit-ready by default

Start free, no card required. Turn on controls where your transactions already happen.

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