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.Join the waitlist
Operations and control have different priorities.
Controllership and finance operations
Discrepancies caught the day they happen
- Reconciliation across the connected sources run continuously.
- Returned items classified, with evidence attached and the case history.
- An approval queue ordered by value and by deadline.
CFO and leadership
The scenario ready before the meeting, not after it
- An executive summary with comparison, priority and what needs a decision.
- A record of what was consulted, what was proposed and who approved.
- The agent does not approve payments, set limits or decide on investments.
Four processes that already eat into the next shift.
Information scattered across spreadsheets, systems and different sources drags out analysis and pushes manual work into the next day. And when AI only answers questions or feeds a dashboard, the part that consumes the shift stays the same.
Treasury and liquidity
Today
The forecast is built by hand and revised with every balance change.
E.g.: “In which periods over the last six months was cash idle?”
With the UPX AI Agent
The agent cross-references the connected history and flags periods of pressure and idle funds.
Cash flow
Today
The deviation shows up at closing, once the decision has already passed.
E.g.: “Which recurring expenses grew and warrant investigation?”
With the UPX AI Agent
The agent monitors patterns and recurrence and flags the deviation the same day.
Accounts payable and receivable
Today
Due dates and pending items scattered across email, system and spreadsheet.
E.g.: “Which financial items should be prioritized today?”
With the UPX AI Agent
The agent organizes the queue by value and deadline and returns what needs approval.
Reconciliation and inconsistencies
Today
The team cross-checks statements, system and entries by hand until they match.
E.g.: “Which transactions fall outside the pattern and need validation?”
With the UPX AI Agent
The agent reconciles and returns only the discrepancies that need a decision.
You define how far the agent goes on its own.
You choose the level per task type. Increase autonomy when you trust the results, and dial it back at any time without stopping what is already running.
Auditor
It reads and shows what it found
The agent scans entries, statements and exceptions and returns a report. It does not write, send or change anything. It lets the team measure its precision against their own work.
Proposer
It builds the case and stops at your desk
The agent classifies the discrepancy, attaches the evidence and writes the proposed handling. Nothing moves until someone approves. The queue arrives ordered by value and by deadline.
Executor with approval
It acts after your click
The agent executes the task in the tools integrated into the scope, and each action passes through a human approval point defined in the rule. The record keeps who approved and on what evidence.
Executor within the rule
It resolves the repetitive case without interrupting the team
For low-risk routines already validated, the agent executes without case-by-case approval, within the ceiling, scope and policy defined by the company. Outside those limits, the case goes back to the desk. The level drops at any time, without going offline.
Your agent works with the tools your team already uses.
The agent works connected to your ecosystem. It can consult information, cross-reference data and execute tasks in systems that are already part of your operation.
ERP / management
Your finance routine already lives in your ERP.
The agent can cross-reference payables, receivables, postings, cost centers and operating rules to surface exceptions ready for review.
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Microsoft Dynamics 365
Omie+ integrations via API and MCP
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.
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.
Telegram
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.
Join the waitlist
and be notified at launch.
Leave your contact details. When the agent is available, UPX will reach out.
Common questions
Companies that trust UPX
