THE CFO SUITE

Ship one use case.

Inherit the advantage everywhere.

UnifyApps brings AI agents to finance — helping CFOs put agentic AI into production across the function: starting with one use case, scaling from close and reconciliation to procure-to-pay on a single governed platform. 1,000+ connectors, no infrastructure rebuild, full audit trail from day one.

Where the advantage shows up first.

Agents do the repetition; people judge what matters.

01

Statements, ledgers and payment rails reconcile continuously against one model of the business — so matching stops being a month-end scramble.

Take days off the close, permanently.
Take days off the close, permanently.
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Hundreds of live use cases. One governed foundation.

Start with the one that pays for itself fastest — from our library or your own backlog.

Budget Approvals

Annual budget planning and multi-level approval digitized across a property portfolio.

$840k cumulative cost savings

Budget Approvals

Annual budget planning and multi-level approval digitized across a property portfolio.

$840k cumulative cost savings

Live at: Major Dubai real estate management provider

Project Revenue (PoC)

Percentage-of-completion managed end to end for fixed-price engagements.

$535k total platform ROI

Project Revenue (PoC)

Percentage-of-completion managed end to end for fixed-price engagements.

$535k total platform ROI

Live at: Global digital engineering & IT services provider

Product Costing

Costing workflows automated to accelerate product feasibility decisions.

$525k total annual ROI

Product Costing

Costing workflows automated to accelerate product feasibility decisions.

$525k total annual ROI

Live at: Major LATAM fashion & beauty retailer

Portfolio Finance

Property-level financials surfaced in real time for portfolio decisions.

$500K–$1M portfolio EBITDA improvement

Portfolio Finance

Property-level financials surfaced in real time for portfolio decisions.

$500K–$1M portfolio EBITDA improvement

Live at: Major Dubai real estate management provider

Financial Reporting

Reporting assembled from governed data with anomalies flagged before they land.

$500K–$2M annual fraud/error avoidance

Financial Reporting

Reporting assembled from governed data with anomalies flagged before they land.

$500K–$2M annual fraud/error avoidance

Live at: Major LATAM fashion & beauty retailer

Tax Audit Automation

Audit preparation and substantiation assembled without analyst assembly work.

$480k analyst labor cost saving

Tax Audit Automation

Audit preparation and substantiation assembled without analyst assembly work.

$480k analyst labor cost saving

Live at: Major LATAM fashion & beauty retailer

AMC Calculation

Annual maintenance contract calculations produced and reconciled automatically.

$470k annual ROI

AMC Calculation

Annual maintenance contract calculations produced and reconciled automatically.

$470k annual ROI

Live at: Major global telecom provider

Master Data Management

Customer, vendor and project master data reconciled into one governed record.

$250k annual business value

Master Data Management

Customer, vendor and project master data reconciled into one governed record.

$250k annual business value

Live at: Global IT services & consulting provider

Ledger Automation

Ledger entries reconciled and posted continuously against source systems.

~$150K–$250K annual savings

Ledger Automation

Ledger entries reconciled and posted continuously against source systems.

~$150K–$250K annual savings

Live at: Leading Indian digital payments bank

Transaction Matching

High-volume three-way matching across payment rails without manual review.

90–100% fewer matching errors

Transaction Matching

High-volume three-way matching across payment rails without manual review.

90–100% fewer matching errors

Live at: Leading Indian digital payments bank

Revenue Governance

Revenue recognition and adjustments governed with a complete audit trail.

~100% auditability

Revenue Governance

Revenue recognition and adjustments governed with a complete audit trail.

~100% auditability

Live at: Global IT consulting & engineering provider

Trial Balance Collection

Trial balances collected and validated across entities without manual chasing.

85–95% faster processing cycles

Trial Balance Collection

Trial balances collected and validated across entities without manual chasing.

85–95% faster processing cycles

Live at: Major Dubai real estate management provider

The outcomes

Own your intelligence.

Your data, your models, your controls — inside your perimeter, under your policy

Deploy in your cloud or on-premRun entirely inside your own environment. Your data never leaves your perimeter.

Connect your existing stackUnifyApps has 1000+ connectors — no rip-and-replace, no migration project.

Bring your own modelsRoute each task across the foundation models you choose — no lock-in to any one vendor.

Human approval workflowsKeep people in the loop on every high-stakes action, with review and sign-off built in.

Governance & auditabilityOne conversational surface across 1,000+ applications removes the context-switching between inboxes, portals and calendars.

FAQs

What are AI agents for finance and what do they automate?

AI agents for finance automate the coordination work that runs between systems: matching statements to ledgers, routing vendor invoices through approvals, validating payment files, and assembling close packages from governed sources. On UnifyApps, these run as governed agents connected to your existing ERP, payment rails, and reporting systems without replacing them. Finance teams stop re-keying data and start reviewing exceptions.

How do AI agents improve financial close and reconciliation?

Statements, ledgers, and payment files reconcile continuously against one model of the business rather than in batch at period end. Exceptions surface with their full history attached and route to the right reviewer automatically. A leading Indian digital payments bank cut 11 hours out of every reconciliation cycle and now resolves 100% of disputes within regulatory SLA using the same governed foundation.

Can AI agents automate procure-to-pay for finance teams?

Yes. Purchase requisitions, invoice validation, and approval routing run as governed agents with OCR, cross-checks, and threshold enforcement handled automatically. Vendor invoices are extracted and orchestrated across the finance stack, and routine finance queries resolve without analyst involvement. A large Indian digital payments bank reports 80% reduction in manual processing effort on its procure-to-pay workflows.

How does a finance workflow automation platform connect ERP, payment rails, and reporting?

UnifyApps connects to your existing ERP, payment rails, and reporting systems through 1000+ pre-built connectors, so finance workflows assemble across the full stack without a middleware rebuild. Reconciliation, approval routing, and reporting agents pull from every source system and write back through the same governed layer. There is no requirement to replace existing finance infrastructure.

Does UnifyApps deploy inside a finance team’s own environment?

Yes. UnifyApps deploys in your own cloud or on-premise, so financial data never leaves your perimeter. The platform is SOC 2 Type II certified, ISO 27001 certified, GDPR compliant, and HIPAA compliant. Human approval stays in the loop on every high-stakes action, with a full and exportable audit trail by default.

How quickly can a finance team go live with its first AI agent use case?

Deployments start with the single use case that pays for itself fastest, drawn from the finance use-case library or the team’s own backlog. A Fortune 50 retailer saved 50,000 hours per year on invoice reconciliation and reports building 96% faster than a traditional development approach. A major Dubai real estate management provider reports 840K in cumulative cost savings and 75% shorter approval cycles from its first deployment.

Where can CFOs find agentic AI for finance teams?

UnifyApps is available directly from UnifyApps. Start with the finance use-case library or bring your own backlog. Close and reconciliation, procure-to-pay, dispute management, and payout automation agents are in production today at a Fortune 50 US home improvement retailer, a leading Indian digital payments bank, a major Dubai real estate management provider, and a major LATAM fashion and beauty retailer.

Intelligence compounds in finance.

Models perform best when the architecture around them does. This is where it starts — your ERP, ledgers and reporting systems, mapped into one ontology.

See the use case library

Security & Compliance

Industry-leading security and privacy standards.

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