Secure AI Agent · Finance
AI applied to
financial routines
A specialist configured to analyze information, prepare processes, and execute financial tasks within the rules, permissions, and systems defined by your company.
Companies that trust UPX
Capabilities
What the Finance Agent
can do
Main areas of work for the Finance AI Agent in your operation.
Accounts payable
Organize documents, verify information, and prepare payments for approval.
Accounts receivable
Track due dates, identify outstanding items, and prepare collection actions.
Reconciliation
Compare information from different sources and identify discrepancies.
Financial documents
Extract and structure information from invoices, receipts, bills, and other documents.
Reports
Consolidate data and prepare recurring financial reports.
Queries
Answer operational questions based on authorized data.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Document reading
- Extracts and structures information from files and documents.
- Information verification
- Compares amounts, data, and documents.
- Reconciliation
- Identifies discrepancies between different sources.
How it worksFrom request to execution,
From request to execution,
with control at every step
Connect your tools, define what the agent can do, and let the work happen within your company's limits.
- Connect your company's tools
- The agent works where your team already works.Connect the systems, data, and tools of your operation so the Secure AI Agent has access only to what it needs to execute each task.
- Ask for the work
- Talk to the agent in natural language.Request an analysis, a query, or a task through the available channels. The agent understands the context, applies the configured skills, and follows the rules defined by your company.
- The agent executes. You keep control.
- From request to execution, securely.The agent queries systems, processes information, and executes actions within the defined permissions. When required, sensitive steps wait for human approval before continuing.
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02
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Integrations
Connected to the tools that are part of your financial operation
The Finance AI Agent can query information and run tasks in the systems your company already uses.
Flow
What goes in,
what the agent does, and what comes out
From raw information to result, following your company's rules and permissions.
Inputs
- InvoicePDF
- BillPDF
- SpreadsheetXLSX
Processing
Secure AI Agent
Processing the task
- Extract
- Compare
- Validaterunning
- Prepare
Skill appliedRules checked
Output
Completed
Result prepared
- Discrepancies identified
- Report prepared
- Action ready for approval
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's rules.
- 1
Query
Analyzes information and responds.
- 2
Prepare
Organizes data and suggests actions.
- 3
Request approval
Waits for validation when required.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each company's policy.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Finance Agent
What finance teams usually ask before putting an agent to work.
Does the agent make payments on its own?
Not by default. Higher-impact actions, such as releasing a payment, stay under human approval. You define per task what it executes directly and what requires sign-off from an authorized person.Does it connect to the ERP we already use?
Yes. The agent works in the systems your company already uses, such as SAP, Oracle ERP Cloud, TOTVS, and Conta Azul, plus spreadsheets and document repositories. Permissions define what it can query and where it can execute actions.How does it handle invoices and receipts?
The agent extracts and structures the information in those documents, checks the data against what already exists in your systems, and flags discrepancies for the team to review.What happens if it finds a discrepancy during reconciliation?
It does not decide on its own. The discrepancy is logged and routed to the person responsible, with the context of what was compared and where the values did not match.Is financial data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was done, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved and your operating rules. The starting point is mapping the routines that consume most of the team's time and configuring the agent for those, expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your financial operation
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.