Review-first finance automation.
No heavy platform migration.
GAAPx Agent is designed to be useful immediately without requiring GAAPx Revenue. Automate close coordination, contract anomaly extraction, and evidence collection while keeping controllers firmly in control.
*Pilot access open for finance and accounting teams. Slack deployment is optional.
Dual surface architecture: Cloud & Slack
Both interfaces share the same authoritative, tenant-isolated backend and permission model.
Cloud Workspace
Full web environment for running multi-step finance workflows, viewing source documents side-by-side with extractions, managing task queues, and inspecting historical audit runs.
- Side-by-side PDF and data viewer
- High-context controller review queue
- Immutable run history and versioned workflows
Optional Slack Operations
Start supported workflows, receive proactive close status alerts, and approve low-risk items directly in team channels without context switching.
- Slash commands & interactive modal inputs
- Automated reminder pings for missing period items
- Strict server-side signature validation
Bounded Step Registry
GAAPx Agent does not execute arbitrary LLM code. Every step is drawn from a strictly validated registry with explicit inputs, outputs, and review thresholds.
Manual Task Assignment
Assign structured checklists and operational responsibilities to team members with due dates.
Information Request
Collect missing spreadsheets, signed schedules, or customer receipts directly in Slack or cloud.
Deterministic Validation
Run rule-based mathematical cross-checks without probabilistic drift or hallucination.
AI Extraction & Summary
Extract key clauses, non-standard commitments, and SLA terms from contracts into structured JSON.
Human Review Gate
Mandatory controller approval checkpoints before any consequential output is finalized.
Explicit Conditional Routing
Route approval paths based on material dollar thresholds or policy violation flags.
Audit Dossier Generation
Seal the workflow run into a source-referenced evidence packet ready for audit inspection.
Zero Arbitrary Tool Invocation
Agent cannot create ad-hoc tools, send unauthorized customer emails, or write journal entries autonomously.
Month-End Close Coordination
Coordinate the chaos of month-end close. GAAPx Agent instantiates the monthly schedule, tracks checklist progress across teams, detects missing subledger reconciliations, and provides a real-time blocker dashboard for the Controller.
1. Period Setup
Auto-clones the standard close schedule with team owner mapping.
2. Missing Item Detection
Identifies open bank statements, unbilled usage files, or unsigned orders.
3. Blocker Briefing
Delivers morning status summaries and escalation alerts to Slack.
*Note: Workflow coordination organizes tasks and evidence; it does not certify books or replace accounting judgment.
Join the Agent PilotExplicit Control Boundaries & Non-Goals
Built from the ground up for strict finance and audit safety.
No Autonomous Payment Execution
Agent never initiates wire transfers, bank payouts, or customer credit card charges.
No Unreviewed GL Posting
Journal entries require explicit human confirmation before ERP writeback.
Tenant Data Isolation
Strict schema and row-level separation ensures zero leakage across corporate workspaces.
Zero LLM Model Retraining
Your proprietary contracts and financial numbers are never retained to train foundation models.