We design, build and support finance agents inside your systems. They start read-only, prepare work with evidence, and act only within the written authority you grant. We customize them for how your team works, then support and maintain them.
Choose CFO Office if you want Ledger Summit to run an agreed finance operating cadence. Choose implementation if your team will operate the agents and needs a tailored workflow, integration or control model.
Each agent takes one job your team does today, connected to the systems that job depends on.
Reads: ledger and bank. Produces: close checklist and proposed entries. Acts: written authority only. Measure: days to close and open exceptions.
Reads: bills, contracts and history. Produces: checked bill queue. Acts: never pays; posts only within written authority. Measure: duplicates and exceptions.
Reads: agreements and customer messages. Produces: invoice and reminder drafts. Acts: written authority only. Measure: unbilled work and DSO.
Reads: ledger and planning inputs. Produces: cited statements and forecast. Acts: never posts. Measure: variance explanation and forecast freshness.
Reads: transactions, policies and communications. Produces: exception queue and audit support. Acts: never changes bank details. Measure: material exceptions found.
Reads: permitted sources. Produces: a cited answer with caveats. Acts: never changes data. Measure: answer evidence and escalation rate.
Runs the close checklist, reconciles bank and balance-sheet accounts, and prepares accruals, prepaids and fixed-asset entries.
Captures bills from email, checks each against contracts, purchase orders and payment history, and catches duplicates, overbilling and suspicious bank-detail changes.
Issues invoices from contracts and schedules, ages receivables, reads customer emails, and drafts collection notes and credit memos.
Monthly close pack, management and board reports, lender packages, budgets, rolling and 13-week cash forecasts, with interpretation of what changed and why.
Monitors approvals, owner transactions and covenant risk, screens messages for payment fraud, and assembles audit support.
Works across several ERPs and entities at once, with consolidation, intercompany eliminations and multi-currency.
Everything it takes to put agents to work and keep them working.
We map your processes, systems and data, and find where agents save the most time.
Secure connections to your accounting system, banks, documents, email and chat.
Agents set up for your chart of accounts, entities, policies and close calendar.
Monitoring, updates and improvements for as long as you run them.
Approval thresholds, posting limits and segregation of duties decide which narrow actions are delegated. Exceptions always come to a named person.
Before go-live, the agents run on 12 months of your past data and are measured against what your team actually booked.
Every entry, reconciliation and report is open to your team's or auditors' review, with the evidence behind it.
Instructions hidden in a document or email are reported to you, never followed. Every action is logged.
Least-privilege connections, data kept separate per client and encrypted, never used to train shared AI models.
Training for your team, documentation, monitoring and tuning, or we run the agents for you.
From the first conversation to agents in daily use.
Processes, systems, pain points and goals.
Agent roles, data access, rules and success measures.
Connections, agents and controls.
Run on your history, or in parallel with your team.
Go live step by step, with training.
Monitoring, tuning and support.
Built for the people who own the numbers.
Finance leadership without growing headcount, and answers without waiting for month-end.
Hand repetitive close and review work to agents and keep your team on judgment calls.
Serve more clients at higher quality, with agents running each client's books.
One consistent close, intercompany and reporting across entities and systems.
The agents are configured for your business and run on your accounts and systems. We agree ownership of custom work, data and configurations in the engagement terms before we start.
Not line by line. We test against your historical close and run in parallel. Your controller reviews exceptions; the agent may only take the narrow actions in the signed authority matrix. Everything stays open to review.
Available now: QuickBooks Online, Gmail, Google Drive and Microsoft Teams. Through official API or scheduled export at onboarding: Xero, NetSuite, Sage Intacct, Outlook, SharePoint, Slack, banks, payroll, payments and documents. Other systems are assessed on request.
They work within approval thresholds, posting limits and segregation of duties you set. Every action is logged with its evidence, anything outside the rules comes to you, and we measure accuracy on your own history before go-live.
Least-privilege connections; data kept separate per client and encrypted; never used to train shared AI models.
Tell us how your finance work runs today. We'll show you where agents save the most time and what it takes to get there.