AI x Finance: Governed automation for billing close and cash
Finance agents for billing, reconciliation, close, and controls with audit-ready evidence.
Workflow Engine
Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by 1,000+ fast-moving sales teams
AI x Finance: governed automation for billing, close, and cash
Finance cannot run on generic AI — the smallest mistake becomes an audit finding. Sanka finance agents work inside your invoice, payment, and journal data with policy checks, approvals, and an immutable audit trail so automation survives year-end review.
Billing & collections
Generate invoices from contracts, handle dunning, and draft reminder sequences with approvals before they send.
Reconciliation & close
Match payments to invoices, flag exceptions, and draft close-period journal entries for accountant review.
Controls & audit
Every AI action is logged with its inputs and approvals, so SOX, J-SOX, and external auditors can trace the chain of custody.
What to govern before automating
- Define which transactions the agent may touch (amount thresholds, GL accounts, entities).
- Require dual approval on anything that moves money or changes postings.
- Keep a complete audit trail: inputs, model output, human approval, and final action.
| Layer | Decide up front | Example |
|---|---|---|
| Scope | Which ledgers and entities are in play | AR only, one entity, below threshold |
| Controls | Who approves which action | Controller signs off on manual JEs |
| Evidence | What goes into the audit log | Source doc, agent rationale, approver |
Outcomes finance teams expect
- A Custom Finance Agent that respects your controls — not a black box.
- Faster close cycles without losing traceability.
- Clean handoffs between AR, AP, and GL with audit-ready evidence.