AI agent, built for your company's finance operation

Analyzes, reconciles and flags inside the systems and sources defined in the project. The autonomy is yours to grant, and to limit.Start free for 7 days*A conversation about your scenario, no commitment.

One agent. Different operations.

Connect your company systems and define what the agent can consult, decide and execute. See examples of processes that can be automated.

Today

With the UPX AI Agent

Treasury and liquidity

The forecast is built by hand and revised with every balance change.

The agent cross-references the connected history and flags periods of pressure and idle funds.

Cash flow

The deviation shows up at closing, once the decision has already passed.

The agent monitors patterns and recurrence and flags the deviation the same day.

Accounts payable and receivable

Due dates and pending items scattered across email, system and spreadsheet.

The agent organizes the queue by value and deadline and returns what needs approval.

Reconciliation and inconsistencies

The team cross-checks statements, system and entries by hand until they match.

The agent reconciles and returns only the discrepancies that need a decision.

Connect your agent to+0tools.

Intelligence to get the work done. Clear limits to keep control.

The agent's specialization is not only in what it knows how to do. It is in how it is allowed to act inside your company.

Guardrails and rules

Define what the agent can trigger.

Permissions by scope

Sensitive data isolated per environment.

Human approval points

On the actions that require validation.

Monitoring and telemetry

Of its operation in production.

Traceability

Of what was consulted, proposed and approved.

Documented governance

Reviewed as usage evolves.

Interface

It works where
your team already talks.

No new portal to learn. You ask, follow along and approve in the app that is already open. Scope, limits and audit trail are the same in every interface.

Questions and approvals from your phone, with answers in natural language. Useful for people who decide away from their desk.

Slack and Teams

The agent replies in the team's thread, flags what needs attention and takes approvals in one click.

Discord

For teams that already operate there. Commands, alerts and approvals inside the squad's channel.

Web console

Where you configure the rules, set the autonomy level per task, review the audit trail and browse the full history.

Switching interfaces does not switch the rules. Same scope, same limits, same log in all of them.

Security by default

The limits don't change
with the level.

UPX treats every access to real systems as a privileged credential. You change the autonomy; isolation, traceability, safeguards, and scope remain in force across all four levels.