Do we have to replace our ERP or billing system?

Not necessarily. AgentMag is designed to coordinate work across existing systems, subject to the integrations and permissions available in the buyer deployment.

How are usage costs handled?

Provider, infrastructure, and automation costs depend on the selected deployment and connected systems. They should be reviewed during scoping and monitored by the operator.

Who maintains the workflows?

Ownership and support responsibilities are defined for each deployment. Buyers should not assume a managed service unless it is included in a written agreement.

How fast can something go live?

Timing depends on workflow complexity, data quality, access to connected systems, security review, and acceptance testing. A delivery estimate is provided only after scoping.

AgentMag includes workflow logs and approval records, but the completeness and retention of audit evidence depend on the configured workflow and buyer deployment.

Can AgentMag support multiple entities or clients?

The platform includes organization and workflow boundaries. A buyer should validate the required tenancy, permissions, and isolation model for its deployment.

Deterministic workflow automation for finance

AI for finance, without the black box.

AgentMag turns painful finance workflows into deterministic, auditable code on the systems you already use. Deployment ownership, controls, and support are defined during buyer evaluation.

Evaluate AgentMag

Finance workflow queue

Contract changes turn into approvals, invoice prompts, and finance-ready updates.

Built from live finance triggers

Contract Intake

PDF or email

Rules Review

Terms checked

Approval Route

Owner assigned

CRM Update

Deal synced

Invoice Needed

Finance notified

Contract Intake

PDF or email

Rules Review

Terms checked

Approval Route

Owner assigned

CRM Update

Deal synced

Invoice Needed

Finance notified

The finance AI problem

Your board wants AI in finance. Your auditors want it to hold up.

You are under pressure to automate, but finance does not run on “probably.” An LLM that invents a number, silently cuts a corner, or cannot show its work is not an efficiency gain. It is a liability you have to sign your name to at close.

There is a fourth option.

Rigid finance AI tools

Template-first products may satisfy a checklist, but they force your work into somebody else’s process.

DIY agents and scripts

Sharp operators can vibe-code something useful, until it drifts, breaks, or leaves with the person who built it.

Doing nothing

Your team keeps burning days on report pulls, reconciliations, approvals, and copy-paste between systems.

What AgentMag is

Deterministic workflow automation for finance.

AgentMag automates your most painful finance workflows as deterministic, auditable code, not black-box AI, on top of the tools you already use.

Real code, not runtime guesses

Every workflow runs step by step as predefined code. It behaves the same way on run #1 and on run #1,000,000.

Scoped AI where it belongs

AI can read a contract or classify a document, but confidence thresholds and human fallback keep it from deciding what your finance system does.

Full execution evidence

Every action, approval, exception, and system write is logged so finance leaders can inspect the run instead of trusting a black box.

From one painful workflow to automation in about two weeks

Book a demo

Tell us

Tell us what hurts

Walk through the workflow your team dreads, from the month-end pull to the AR inbox. A screen-share or Loom is enough.

Deploy

We deploy it on your stack

Our finance engineers build against your existing systems, including tools with no API, then you approve a dry run.

Prompt

Create an invoice when a signed contract arrives, check terms, then send it to the customer.

Trigger

Contract signed

Extract

Terms parsed

Approve

Policy checked

Sync

Invoice sent

Run

It runs on every event

AgentMag runs in the background, surfaces exceptions to Slack, Teams, or email, and keeps every action visible.

Runs dashboard

Active workflow health

Live

582

Runs

Errors

1.2s

Avg Latency

WorkflowSuccess

Invoice Processing97.2%

Payment Reconciliation94.8%

Contract Ingestion99.1%

Reminder Emails88.5%

Data Sync (ERP)91.3%

Logslatest 28 runs

Audit trail updated

Deterministic finance automation

You name the workflow. We build it, run it, and keep it running.

A screen-share or Loom is enough. Our finance engineers deploy against your existing stack, including tools with no API, then maintain the workflow as your systems change.

Walk us through the month-end pull, credit-memo back-and-forth, AR inbox, or other workflow your team dreads. You do not build anything.

When a contract is signed, extract billing terms, match the CRM account, generate the invoice, and route anything uncertain to the controller.

Parsed into trigger, extraction, validation, exception, and sync steps

AgentMag turns the walkthrough into deterministic workflow code with triggers, extraction, validation, exception routes, and sync steps.

Event trigger configured
Rules and thresholds mapped
Exception route added
Dry run ready for approval

Approve a dry run, watch it in observability mode, then let it run on events while exceptions wait for human approval.

Event trigger configured
Rules and thresholds mapped
Exception route added
Dry run ready for approval

Workflow walkthroughDeterministic codeApproved dry run

Finance workflows

If a person does it the same way every time, AgentMag can run it.

These are starting templates. Every one is customized to how your company actually works.

Signed Contract to Cash, Automatically

Detect a signed contract, extract billing terms, match CRM data, send the invoice, and book revenue with every action logged.

Book a demo

1
Contract signed
trigger
2
Extract terms
billing data parsed
3
Invoice sent
customer notified
4
Revenue booked
ERP updated

Contract-to-cash

Acme Corp - order form signed

Billing workflow generated from approved contract terms

Plan: Enterprise Annual

Billing start: Jun 1, 2026

Amount: $42,000

StatusBooked with audit trail

One finance portal

Stop running finance across five disconnected tools.

Your automations are scattered across AI tools, scripts, and spreadsheets. AgentMag unifies finance workflows into one governed portal with live triggers, controls, and audit-ready exception handling.

Why deterministic matters

An AI agent cannot pass your audit. AgentMag can.

We use AI where it belongs, such as interpreting a document, but never to decide what your finance system does.

AI agents

AgentMag

Decide what to do at runtime and can hallucinate a step or tool.

Runs predefined, programmatic steps with no surprise actions.

Drift or cut corners after enough runs.

Executes identically on the first run and the millionth run.

Hide their reasoning inside the model.

Surfaces every step in an execution tree and audit trail.

Ask you to trust that the right thing happened.

Leaves you with proof that the right thing happened.

See the full comparison

DETERMINISTIC AUTOMATION

A workflow run your controller can inspect.

Not a chatbot. A controlled workflow engine for finance operations that follows configured rules, catches exceptions, and keeps every action reviewable.

Workflow run

Cash application flow

Ready

Proof & results

Built by finance operators. Deployed in companies that get audited.

Book a workflow review

Illustrative workflow

Exception-based billing review

A billing workflow can collect source data, apply configured rules, and route exceptions for human review. Actual outcomes depend on the implementation.

Billing Workflow

Before

6 days

25 touches

After

18 min

exceptions only

intake

validate

post

Illustrative workflow

Browser-assisted system handoff

Where an approved API is unavailable, a deployment may use controlled browser automation. Access, reliability, and security must be validated for the target system.

Browser automation

1Secure login

2Read billing table

3Post approved invoice

Illustrative workflow

Reviewable execution records

A workflow can retain step results, approvals, and timestamps. Evidence completeness and retention depend on the configured workflow and buyer deployment.

Evidence packet

Controls

Deployment evidence

Run log

Step-by-step trace

Approval

Reviewer + timestamp

Integrations & workflow engine

Works with the stack you already have.

Connect Workday, NetSuite, Sage Intacct, QuickBooks, Rillet, Salesforce, HubSpot, Stripe, Slack, Microsoft Teams, Box, Dropbox, DocuSign, Ironclad, Google Sheets, Excel, and the internal systems around them.

Book a demo

Native connectors where APIs are available
Secure browser automation when a missing API would otherwise block the workflow
Deterministic rules for decisions that need control and audit-ready routing

ERP & Accounting

CRM & Sales

Communication

Spreadsheets

Contracts & Docs

Workflow Engine

You stay in control

We carry the maintenance.

AgentMag sits between the systems you already trust and turns repeatable finance work into governed workflows your team can inspect.

Permissions, approvals, impact analysis, and a full audit trail: see how governance works.

Explore governance

No rip-and-replace

Keep the ERP, CRM, payment processor, document tools, and approval process your team already uses.

No key-person risk

Workflows live in a managed platform with version history, not in one analyst’s local script or private prompt chain.

No maintenance burden

When an upstream tool changes or repeated exceptions show a rule needs to change, AgentMag handles the update with your approval.

Gated by design

No workflow goes live without the approvals your controls require, and exceptions wait for the right owner before anything posts.

FAQ

Common questions from finance leaders.

No. AgentMag supports explicit workflow steps and can use AI for bounded interpretation tasks. The final behavior depends on the workflow configuration and deployment.

Still evaluating a workflow? Contact sales and we will map the first automation path with you.

Bring the finance workflow your team dreads. We will map the automation path.

Walk through billing, cash application, reconciliation, or another workflow. Scoping, delivery estimates, controls, and evidence requirements are confirmed only after the target systems and deployment are reviewed.

Workflow discoveryDeployment requirements reviewAcceptance criteria outline

Discuss an Evaluation

Fast workflow scoping

Bring the workflow that hurts most.

Buyer-controlled rollout

Ownership and support are agreed before deployment.

Verification-first delivery

Controls and evidence are tested against acceptance criteria.

AI for finance, without the black box.

Your board wants AI in finance. Your auditors want it to hold up.

Rigid finance AI tools

DIY agents and scripts

Doing nothing

Deterministic workflow automation for finance.

Real code, not runtime guesses

Scoped AI where it belongs

Full execution evidence

From one painful workflow to automation in about two weeks

Tell us what hurts

We deploy it on your stack

It runs on every event

You name the workflow. We build it, run it, and keep it running.

Name the workflow

Code-built workflow

Run with controls

If a person does it the same way every time, AgentMag can run it.

Signed Contract to Cash, Automatically

Acme Corp - order form signed

Stop running finance across five disconnected tools.

An AI agent cannot pass your audit. AgentMag can.

A workflow run your controller can inspect.

Built by finance operators. Deployed in companies that get audited.

Exception-based billing review

Browser-assisted system handoff

Reviewable execution records

Works with the stack you already have.

We carry the maintenance.

No rip-and-replace

No key-person risk

No maintenance burden

Gated by design

Common questions from finance leaders.

Bring the finance workflow your team dreads. We will map the automation path.

Fast workflow scoping

Buyer-controlled rollout

Verification-first delivery