FINANCE RISK INTELLIGENCE PLATFORM

Action Layer

Put agents to work on the administrative tasks that free finance teams capacity.

Purpose-built agents take on the investigation, outreach, and resolution steps that fill an auditor’s day. They work only on risk Oversight has identified, and they stay inside the governance you set.

Agents handle the queue. They work the exceptions you assign them and see each one through. An invalid receipt gets worked with the submitter until it's resolved. A duplicate payment gets prevented. An overdue exception gets escalated with the context already assembled. Your people keep the judgment calls and the final say.

Explore the Platform
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WHY THE ACTION LAYER EXISTS

Faster path to resolution

When the Intelligence Layer scores a finding with high confidence, the steps to resolve it are well understood. Agents will pull the history, check it against policy, request what’s missing, and apply the same resolution an auditor would, providing full transparency and explainability behind every one.

That frees the audit team for the work that actually needs a person: complex investigations, process improvements, and the judgment calls a model shouldn’t make on its own. The agents handle the repeatable resolution. Your team spends its time where expertise pays off.

 

WHAT THE ACTION LAYER DOES

Agents that move the exception forward, with a record of every step.

 

  • Reads the exception

    Pulls the transaction history, prior behavior, related exceptions, and policy context into one view, so nobody starts the investigation from scratch.

  • Reaches out

    Drafts and sends the follow-up to the employee or vendor, using your language and your rules for when contact is appropriate.

  • Resolves the routine cases

    Closes duplicates, sends back invalid receipts for resubmission, and clears other repeatable, rules-driven items within the thresholds you approve.

  • Routes and escalates

    Sends anything complex, high-value, or overdue to the right reviewer with the case already built out.

  • Records everything

    Captures the decision, the evidence, the communications, and the policy rule behind each step, whether an agent or a person did the work.

GOVERNED EXECUTION FOR FINANCE

The agents act inside your rules, or they don't act.

Moving real money and dealing with real people is not where you want open-ended automation. Oversight agents are narrow by design. Each one works only on risk Oversight has identified and stays inside your policies, thresholds, exclusions, and escalation paths. This is governed execution, not automation for its own sake.

You set how far each agent goes, and you can change it any time.

USE CASES

Put governed action to work across repeatable risk workflows

  • Routine follow-up for known risk patterns

  • Exception summaries and investigation support

  • Escalation of high-risk or overdue items

  • Approved low-risk resolution

  • Audit trail creation

  • Evidence requests and document collection

  • Risk-based routing and case assignment

  • AI-assisted recommendations

  • Employee outreach and policy coaching

  • Resolution tracking and outcome reporting

THE VALUE FOR FINANCE LEADERS

Convert intelligence into measurable outcomes

Resolve risk faster

Reduce repetitive manual follow-up

Improve consistency across teams and regions

Scale operations without proportional headcount

 

Move teams toward judgment-centered work

Track outcomes from identification through resolution

 

Keep AI actions policy-bound

Strengthen audit defensibility

GETTING STARTED

Move from identified risk to governed resolution.

There's no switch to flip. Run agent-enabled exception handling alongside your current process, compare the outcomes on your own data, and expand where the results earn it.

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