Finance Agent

Revolutionise Finance Operations with Your Own Secure, Agentic Assistant

Finance teams are the backbone of every business. They keep the books sharp, cash flowing, and compliance locked down. But too often, skilled professionals get buried under mind-numbing requests, endless reconciliations, and document chases across a maze of systems. That’s just wasting talent.

Enter the Finance Agent: your always-on assistant that kills the busywork and supercharges your workflows. Faster processes, simpler tasks, and bulletproof security all in one place. Free your team to focus on the numbers that matter, not the noise.

So why are organisations turning to Finance Agents? Here are the top three reasons:

1. Instant Finance Answers. No Chasing or waiting.

“Can I grab my last invoice?” … “What’s the budget status?” Finance requests never stop, and they drain valuable time. A Finance Agent cuts through the noise, pulling the right info straight from your accounting systems, ERPs, or document stores and delivering it instantly in Slack, Teams, or wherever your people already work. No email ping-pong. Just fast, accurate answers that keep the business moving and your finance team focused on strategy, not scavenger hunts.

2. Free Finance from the Grind

Your finance team isn’t built for copy-paste admin. They’re built for insight, analysis, and strategy. Yet too much of their day is swallowed by routine: chasing POs, logging expense approvals, cranking out report summaries for ELT. A Finance Agent wipes that slate clean, automating the repetitive workflows that waste time and energy. The result? Hours back every week, and a team that’s finally free to focus on forecasting, growth, and the big calls that shape the business. Less admin. More impact. That’s the future of finance.

3. Agility, Minus the IT Bottleneck

Every workflow change used to mean one thing: waiting. Waiting on IT tickets. Waiting on resources. Waiting for someone else to move. Not anymore. With a Finance Agent, finance leaders take control. No coding. No delays. Just a clean dashboard where you connect systems, set approvals, and shape responses on the fly. It evolves with your business in real time without piling more work on IT. Fast, flexible, and firmly in your hands.

Built for Business Users, with Confidence for Developers

For non-technical users, it’s all point-and-click. Connect to your policies in SharePoint, OneDrive or Google Drive, connect to systems like Xero or Microsoft Dynamics, and customise your agent’s tone and workflows.

For developers and IT teams, the Finance Agent also provides a robust API layer to integrate with enterprise systems, extend workflows, or embed into existing finance dashboards.

Most importantly, the platform is SOC 2 compliant, meaning your financial data is handled with the highest standards of security, availability, and confidentiality. You can deploy with peace of mind knowing that sensitive information is protected end-to-end.

The Business Value

More Than Relief. A Revolution in Finance. A Finance Agent isn’t just a workload reducer, it rewires how finance partners with the business. 

Employees stop chasing answers and get instant access to the info they need. Finance leaders stop drowning in admin and reclaim time for strategy, growth, and impact. Executives stop worrying about risk, knowing sensitive data is locked down on a platform built to global compliance standards.

This is finance without the drag. Faster approvals. Radical transparency. A team focused on the numbers that drive the business forward — not the noise that holds it back.

Design it your way. Deploy it in days. And trust your Finance Agent to deliver efficiency and security at scale.

Start a free 7-day trial of New Dialogue to explore what’s possible in designing and deploying Finance agents for your team.