Finance-side answers without attachments: totals by period, notable variances, and trends, scoped to permitted data.
Where it helps
Totals by period, on demand
Ask for amounts summarized by month or quarter without opening a spreadsheet.
Surface trends, not files
Spot notable variances or trending cost centers — no attachments involved.
List transactions safely
Query transactions scoped to what the signed-in user is allowed to see.
Example decisions
Pre-made and editable. Every decision is logged with the user and timestamp.
- Amount summary
- Aggregate only the records in the user’s scope
- Variance surfaced
- Highlight periods that deviate from the trend
- Attachment request
- Decline — the agent never reads uploaded files
Questions
Why no attachments?
Avoiding file uploads keeps the surface area small and governance clean. The agent answers from permitted transaction data only.
Is it usable across regions?
Yes. Finance teams can ask for the same views in their own language.
How it connects
The agent reads from your existing source systems through their APIs — never via attachment uploads or shadow exports. Connectors include NetSuite, SAP, Sage, Xero, QuickBooks, Workday, Salesforce, HubSpot, Stripe, and more, with custom connectors added through the Flowtly platform.
Trust & governance
- Role-based access — answers stay within the permissions of the signed-in user.
- Every question and every answer is timestamped and stored in the audit log.
- Hosted in the EU (Frankfurt). Data never leaves your approved perimeter.
- GDPR-aligned, SOC 2 Type II in progress.
See this agent on your data
Book a 30-minute walkthrough with a sandboxed copy of your numbers.