Discipline, speed, and audit readiness for high-volume finance workflows.
Reconciliation, period-end close, exception management, dispute investigation — operated by governed agentic workflows that route only true exceptions to humans.
Reconciliation breaks, payment exceptions, audit requests, and KYC gaps are rarely solved by one system. Teams manually gather records, compare documents, check policy, route approvals, and prepare evidence. AI can help, but only if it is controlled.
Eight steps from intake to audit record.
Intake
Capture the exception from ERP, GL, bank file, case system, email, document, or workflow queue.
Classify
Identify exception type, urgency, risk, ownership, and required workflow path.
Assemble Evidence
Retrieve approved records, documents, transactions, policies, and prior case history.
Apply Policy Gates
Check completeness, thresholds, permissions, confidence, and customer-specific rules.
Recommend Action
Generate a grounded recommendation with rationale and source evidence.
Route Approval
Send to reviewer, approver, controller, compliance owner, or operations lead.
Stage / Writeback
Prepare or execute approved action through controlled system paths.
Retain Audit Record
Capture evidence, validations, decisions, overrides, and final action history.
Six finance workflows Nexoraa runs end-to-end.
Reconciliation
Statement ingestion, transaction matching, break identification, exception resolution, and posting — under audit-ready governance.
Read use casePeriod-end close
Accrual identification, journal preparation, intercompany matching, and reviewer-ready close packs assembled by orchestrated agents.
Exception management
Classify, route, and resolve operational exceptions with proposed corrections sourced from prior cases and policy.
Intercompany matching
Multi-entity transaction matching with FX, timing, and fee classifications. Mismatches routed to the right entity owner with full context.
Dispute investigation
Evidence gathering across statements, contracts, and communications. Reviewer-ready dossiers with sourced rationale for every claim.
Regulatory reporting
Continuous evidence collection and structured report generation against active regulatory frameworks. Tamper-evident lineage by default.
What each stakeholder gains.
CFO
Faster close, fewer unresolved exceptions, stronger controls, and clearer operational visibility.
Controller
Reduced manual reconciliation effort, better evidence, cleaner review paths, and stronger audit readiness.
Compliance Leader
Traceable decisions, policy enforcement, escalation history, and reviewer accountability.
Operations Leader
Reduced backlog, faster resolution, fewer handoffs, and better SLA performance.
CIO / CISO
Controlled model use, permissioned actions, tenant isolation, and safer system integration.
What changes after Nexoraa is in production.
Cycle time
Compressed from days to hours on document-heavy workflows
Audit readiness
Tamper-evident lineage replaces post-hoc reconstruction
Analyst leverage
Senior staff approve exceptions, not entries
Operational risk
Validated outputs replace silent rule-engine failures
Magnitude varies by environment, data quality, and current process maturity. Specific customer ranges shared under NDA on demo calls.
Connects to the systems you already operate.
Nexoraa integrates with the financial systems already in your environment. Native connectors for major platforms, framework-neutral support for in-house APIs.
SAP
ERP
Oracle
ERP
Workday
ERP / HCM
NetSuite
ERP
Microsoft Dynamics
ERP
Salesforce
CRM
BlackLine
Close
Tipalti
AP
Stripe
Payments
Bloomberg
Data
Reuters
Data
Custom APIs
In-house
Governance is built in, not bolted on.
Finance workflows live under audit, regulatory, and reviewer scrutiny. Nexoraa inherits governance into every execution by default.
- 01Validation against schema, source grounding, and policy on every agent output
- 02Materiality thresholds and confidence routing — auto-execute only the obvious
- 03Four-eyes approvals for above-materiality and below-confidence cases
- 04Tamper-evident audit trail of every input, decision, source, and approval
- 05Rollback and change management for prompt, model, and policy edits
Start with one workflow. Go live in 6 weeks.
- Workflow selected and scoped
- Data and system access confirmed
- Contract registered in Haluvance
- Runtime gates configured
- Audit ledger enabled
- Human review queue configured
- Pilot run reviewed with finance, technology, and compliance stakeholders
See Nexoraa applied to your finance operations.
60-minute walk-through against a workflow you operate. NDA-compatible, with sample data on request.