AI Agents for Finance Teams
AI Agents for Finance Teams
Grail agents live in your Slack or Teams and connect to Xero, Stripe, Airwallex, and Snowflake. They generate invoice packs, reconcile payments, run forecasts, and file reports — end-to-end, with a full audit trail on every action.
How It Works
Connect Grail to your financial systems and drop it into your Slack or Teams. It reads your books, generates invoice packs, reconciles your invoices, and stages payments — asking for approval before any money moves, and logging every step for audit.
Connects to your financial stack
Built to Remember
Add a Grail agent to your finance channel and brief it like a new controller. It learns your chart of accounts, approval thresholds, and vendor policies — and carries that knowledge into every future task.
Learns Your Books
Connects to your accounting stack, maps your chart of accounts, learns your FX rules, approval limits, and vendor payment preferences.
Starts Flagging Early
Proactively surfaces cash shortfalls, reconciliation anomalies, and filing deadlines — before they become problems.
Runs Like a Finance Controller
Knows your GST settings, tax calendars, and escalation paths. Gets faster and more accurate with every close cycle.
Security & Control
Enterprise-grade compliance built into every agent — critical when agents touch your books.
Full Code Ownership
Every automation we build is exported to your repositories. You own the IP — zero vendor lock-in.
Approvals & Audits
Human-in-the-loop approval steps before any consequential action. Every decision is logged with full context.
Immutable Audit Trails
Every action is logged with full context — who asked, what ran, what changed, and when. Ready for internal review or external audit.
Use Cases with Grail
Real finance work executed by Grail agents.
3-Month Cash Flow Forecast
Connected to Xero + Airwallex, ran Monte Carlo simulations, and delivered a board-ready forecast with sensitivity tables — in under 4 hours.
S$192k Vendor Payment Run
Reconciled 31 supplier invoices, verified GST input tax, executed PayNow and telegraphic transfers, and auto-generated the audit package.
Overnight Financial Close
Pulled transactions from 4 systems, flagged discrepancies, prepared board-ready financials, and filed the IRAS GST worksheet.
Ready to Automate Your Finance Stack?
Book a demo to see how Grail agents can work for your team.