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Finance Solutions
Finance Automation AI for Workflows and Compliance
Give your finance team AI agents that handle reconciliation, close tasks, and controls with audit-grade accuracy. Close the books faster, stay ahead of compliance, and let your CFO-track staff work on analysis instead of data entry.
90%less manual data entry
5 daysfaster monthly close
100%SOX control coverage
40%lower external audit fees
Integrations
Works with the tools you already use.
Gmail
Slack
Notion
HubSpot
Salesforce
Stripe
Jira
Google Sheets
Intercom
Zendesk
Mailchimp
TwilioGmailSlackNotionHubSpotSalesforceStripeJiraGoogle SheetsIntercomZendeskMailchimpTwilioGmailSlackNotionHubSpotSalesforceStripeJiraGoogle SheetsIntercomZendeskMailchimpTwilioGmailSlackNotionHubSpotSalesforceStripeJiraGoogle SheetsIntercomZendeskMailchimpTwilio
Google Drive
Asana
Trello
Pipedrive
Monday
Dropbox
QuickBooks
Shopee
LinkedIn
Calendly
DocuSign
FreshdeskGoogle DriveAsanaTrelloPipedriveMondayDropboxQuickBooksShopeeLinkedInCalendlyDocuSignFreshdeskGoogle DriveAsanaTrelloPipedriveMondayDropboxQuickBooksShopeeLinkedInCalendlyDocuSignFreshdeskGoogle DriveAsanaTrelloPipedriveMondayDropboxQuickBooksShopeeLinkedInCalendlyDocuSignFreshdesk
Teams
WhatsApp
Telegram
WordPress
Xero
PayPal
Canva
OpenAI
Buffer
Hootsuite
Tableau
OutreachTeamsWhatsAppTelegramWordPressXeroPayPalCanvaOpenAIBufferHootsuiteTableauOutreachTeamsWhatsAppTelegramWordPressXeroPayPalCanvaOpenAIBufferHootsuiteTableauOutreachTeamsWhatsAppTelegramWordPressXeroPayPalCanvaOpenAIBufferHootsuiteTableauOutreachBuilt for
Who on your finance team benefits
CFO
Today
Close takes 10+ days, auditors push back on controls, and FP&A is too buried in data prep to deliver real insight.
With Vayan
A finance function that closes in days, runs on continuous controls, and gives you scenario analysis on demand.
Controller
Today
Reconciliations, JE support, and audit prep eat your team's time — and one missed control becomes an audit finding.
With Vayan
Agents run recs and controls continuously, every exception comes with evidence attached, and audit prep is ongoing rather than a fire drill.
FP&A Lead
Today
You spend most of the month building the variance pack instead of actually analyzing the business.
With Vayan
Agents assemble actuals vs. plan with commentary in your template, so you start each review with an answer, not a spreadsheet.
Use Cases
Transform your finance operations with AI
Invoice & AP Automation
Agents ingest invoices from email, portals, and PDFs, match them against POs and receipts, and route approvals based on your policy. Vendors get paid on time and your AP team stops chasing approvals.
Daily & Month-End Reconciliation
Reconcile bank, Stripe, and intercompany balances against the GL automatically. Agents highlight exceptions, draft journal entries, and surface variances for controller review.
SOX & Regulatory Compliance
Monitor controls continuously, flag exceptions with a full audit trail, and generate walkthroughs auditors can actually use. No more scrambling at quarter-end.
FP&A & Forecasting
Agents pull actuals, compare against plan, and generate variance commentary in your standard format. Scenario models run in minutes, not days.
Expense & Travel Review
Policy checks run on every report, with exceptions routed to managers with context. Duplicate claims, out-of-policy spend, and suspicious patterns are caught before reimbursement.
Tax & Statutory Reporting
Prepare sales tax, VAT, and statutory filings from source transactions with every number tied back to its origin. Agents keep up with rate and rule changes automatically.
Simple steps to automate your Finance
How it Works?
Map Your Controls & Workflows
Define approval thresholds, reconciliation rules, and control points in plain English. Vayan turns them into agent workflows.
Run Agents With a Human in the Loop
Agents execute low-risk work autonomously and queue anything above your threshold for controller review. Confidence builds over the first close cycle.
04
Expand to Controls, Forecasting & Audit
Once the basics are stable, add continuous SOX monitoring, FP&A variance runs, and audit walkthrough generation. Most customers scale across the full close within a quarter.
Key Features
Smart Features
SOX-ready audit trail
Every agent action is logged with inputs, outputs, and reasoning. Evidence packs are audit-grade out of the box.
Explore →
ERP & accounting integrations
Native connectors for NetSuite, QuickBooks, Xero, Sage, SAP, plus banking APIs, Stripe, and 1,500+ other tools.
Explore →
Memory across the close
Agents retain context across periods, so recurring adjustments, intercompany eliminations, and accrual logic apply consistently.
Explore →
Bulk entity operations
Run reconciliations, journal entries, and controls across multiple entities, currencies, and cost centers in parallel.
Explore →
Segregation of duties enforced
Agents respect your approval matrix and can't initiate and approve the same transaction. SoX-aligned by design.
Explore →
Continuous learning from corrections
When a controller adjusts an agent's output, the agent learns the logic and applies it to future similar cases.
Explore →
Workflows
End-to-end workflows finance teams automate first
Vendor invoice → paid without manual routing
Trigger
An invoice lands in AP's inbox or a vendor portal.
What the agent does
- 1
Agent extracts line items, vendor, PO reference, and GL coding.
- 2
Matches three-way against PO and receiving records.
- 3
Routes to the approver based on amount and cost center.
- 4
Posts to the ERP and schedules payment against terms.
Outcome
DPO improves, early-pay discounts are captured, and AP headcount handles 3–4x the volume.
Daily bank reconciliation → closed the next morning
Trigger
Overnight bank and Stripe feeds drop into the system.
What the agent does
- 1
Agent matches transactions to GL entries using amount, date, and memo.
- 2
Proposes JEs for known unmatched patterns (fees, FX differences).
- 3
Flags genuine exceptions with full context for the accountant.
- 4
Updates the rec workbook and notifies the controller if variance exceeds threshold.
Outcome
Recs are done before anyone arrives, and the controller reviews exceptions instead of building the rec.
Trusted by 500+ teams
Teams ship faster with Vayan.
500+
Teams running Vayan
1M+
Tasks automated
4.9/5
Average customer rating
3x
More leads qualified per week
“We replaced 4 hours of daily manual lead sorting with an Vayan agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.”
Rated 5 out of 5
Chris Bray
Founder, BigMediaAI
60%
Reduction in response time
“Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.”
Rated 5 out of 5
Ranjeet Singh
Customer Success Lead, Bidanno
12hrs
Saved per week on operations
“I'm a one-person ops team. Vayan handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.”
Rated 5 out of 5
Sara K.
Operations Manager, Agency
Frequently Asked Questions
Answers to common questions about automating with Vayan AI. If you have any other questions, please don't hesitate to contact us.
How does AI help with finance and accounting workflows?
AI agents automate invoice processing, expense categorization, reconciliation, and compliance checks — reducing manual data entry by up to 90%. They catch discrepancies in real time, generate accurate financial reports, and ensure regulatory compliance, so your finance team can focus on strategic analysis instead of repetitive tasks.
Do I need coding skills to automate financial workflows?
No coding is required. Vayan AI provides a visual workflow builder where you can configure approval chains, reconciliation rules, reporting schedules, and compliance checks using drag-and-drop — your finance team can set it up without any technical support.
How quickly can I start automating my finance operations?
Most finance teams have their first automated workflow running within a day. Start with a high-volume task like invoice processing or expense approvals, then expand to reconciliation, reporting, and compliance as you see the accuracy and time savings.
Is Vayan AI SOX and SOC 2 compliant?
Vayan AI is SOC 2-aligned with a full audit trail on every agent action. Agent workflows respect segregation of duties — the same agent can't initiate and approve a transaction — and evidence packs can be exported directly for SOX walkthroughs. Customer data is never used to train public models.
What happens when an agent makes a mistake in a journal entry?
Every agent decision is logged with its reasoning, and you can require controller approval above any threshold you set. If an entry is wrong, the controller corrects it, and the agent learns from the adjustment. Rollback is as simple as reversing the JE — there's no mystery about what the agent did.
How does Vayan AI handle audit and review?
Every action an agent takes is captured as evidence — inputs, reasoning, outputs, approvals — and can be surfaced directly to internal and external auditors. Teams using Vayan typically see shorter audit cycles and lower fees because the evidence is ready on day one of fieldwork.
Which finance tools does Vayan AI integrate with?
Vayan connects with NetSuite, QuickBooks, Xero, Sage Intacct, SAP, Microsoft Dynamics, Oracle, Workday, Stripe, Bill.com, Ramp, Brex, Expensify, and 1,500+ other tools. Custom internal systems can also be connected via API.
Let AI handle your financial workload
Focus on strategy, while agents maintain precision in execution.
Finance Automations
What you can automate for Finance
Explore specific automations for your finance business
Related guides & insights
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