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Agentic AI for Shared Services & Finance Transformation

Finance That Executes,
Not Just Reports.

Leah transforms shared services and financial operations from reactive workflows into an orchestrated, autonomous intelligence engine: closing faster, controlling continuously, and forecasting in real time.

50%
Faster sourcing cycles
75%
Reduction in contract cycle time
80%
Faster vendor onboarding
leahai.com/finance · Live Operations
Finance Operations · Live Monitor
AP Invoice Reconciliation
847 invoices matched · 12 exceptions flagged for review
Running
Month-End Close · Q1
92% complete · 3 reconciliations pending · Day 4
On Track
Controls Monitor · Policy Exceptions
2 threshold breaches detected · Routed for approval
Escalated
Forecast Refresh · Live
Pipeline updated · Revenue variance +2.4% vs plan
Updated
4.2d
Close Cycle
97%
Policy Compliant
$2.1M
Cash Unlocked

Finance Teams Are Being Asked
to Operate Like a Control Tower,
but Built for Data Entry.

Today's CFO is expected to deliver real-time performance insight, manage risk continuously, and guide the business. But most finance operations are still stuck in reactive cycles: reconciling yesterday's data, chasing approvals, and rebuilding forecasts from scratch.

Fragmented, Manual Execution

AP, AR, close, and compliance processes depend on spreadsheets, email chains, and manual handoffs. Every cycle is a scramble. Every exception slows the team down.

Insights Arrive Too Late

By the time reconciliations are done and forecasts refreshed, the business has already moved. Finance reports on what happened, not what's happening now or what comes next.

Controls That Only Catch Problems After the Fact

Policy enforcement depends on periodic reviews and sample testing. Exceptions surface during audit prep, not at the point of transaction where they're easiest to fix.

Revenue Leakage Hiding in Plain Sight

Contracts, billing, and recognition live in different systems. Without a connected view, incorrectly priced invoices, missed milestones, and recognition errors compound quietly.

Forecasts That Are Outdated on Arrival

FP&A teams spend most of their time maintaining models, not interpreting them. By the time a forecast is circulated, the assumptions it's built on have often already shifted.

Traditional Automation Only Goes So Far

RPA and task-level automation improved efficiency in pockets. But they didn't change how finance operates end to end. The function remains reactive and workflow-bound.

AI Agents That Understand
Finance Work

Leah Agentic OS is the enterprise platform for designing, deploying, and governing intelligent AI agents. Start with pre-built domain agents on day one, then extend them to your specific policies, approval structures, and systems.

1

Start with Pre-Built Domain Agents

Deploy agents designed for finance shared services, covering AP/AR, close, controls, revenue recognition, forecasting, and procurement risk from day one. Each agent understands your domain. No lengthy configuration is required to see immediate value.

2

Adapt to Your Policies and Systems

Tailor agents to your approval thresholds, accounting policies, chart of accounts, and ERP configurations. Agents apply your rules consistently, at every transaction, across every entity.

3

Scale from Tasks to Full Orchestration

Start with targeted automation in high-friction areas. Build confidence, then progressively expand into fully orchestrated workflows where agents manage entire processes end to end within governed guardrails.

“We reduced our close cycle from nine days to four and a half, without adding headcount. The bigger win is that the Controller now has time to actually review the numbers rather than just chase them.”

VP of Finance & Shared Services
Global Manufacturing Group
4.5d
Close cycle

“Our AR team used to spend 60% of their time on reconciliation and dispute resolution. Now they focus on the exceptions that actually need judgment. Collections performance has improved significantly.”

CFO
Technology Services Company
60%
Time recovered

AP, AR & Working Capital

Cash is trapped in process failures. Leah connects payables, receivables, and cash management into one orchestrated system: eliminating the manual reconciliation, missed discount windows, and slow collections that quietly erode working capital every day.

>50%
achievable reduction in invoice processing effort with AI-enabled reconciliation

Invoices matched, validated, and cleared without manual effort

Every invoice is automatically matched against POs, contracts, and ERP records. Pricing mismatches, duplicates, and missing approvals are flagged before they become payment errors, with a full audit trail maintained throughout.

Full P2P lifecycle visibility from requisition to payment

Leah connects across the procure-to-pay lifecycle to surface where delays, compliance risks, and financial leakage occur, giving procurement and finance leaders the insight to act, not just report.

Collections that move at the speed of risk

AR aging is monitored continuously. Customers approaching risk thresholds trigger proactive outreach and disputes are routed immediately. Early payment discount windows and liquidity opportunities are surfaced before they expire.

Working capital managed proactively, not reported retrospectively

Spend analytics expose savings opportunities, consolidation potential, and sourcing risk. CFOs and treasury leaders get a forward-looking view of cash position and operational friction, with the ability to act in real time.

leahai.com/finance/working-capital
Working Capital · Live Dashboard
Invoice Match — Acme Suppliers Ltd
PO matched · Tax validated · Approved for payment
Cleared
Invoice — BuildTech Corp ($142,000)
Pricing mismatch detected · Contract rate vs invoice rate
Exception
AR Aging — GlobalTech Inc (61+ days)
Collection workflow initiated · Reminder sent · Dispute open
Escalated
Early Payment Discount — 3 suppliers
$18,400 discount opportunity · Window closes in 2 days
Opportunity
32d
DSO
41d
DPO
$4.2M
Liquidity
Invoice Automation Rate · This Week
89%
1,247 invoices processed · 138 required human review

Close & Consolidation

Month-end close shouldn't be a nine-day scramble. Leah transforms close from a reactive, deadline-driven event into a continuously monitored workflow, so leadership always has numbers they can trust, not just numbers that arrived on time.

>50%
improved speed-to-close with accounting automation

The close begins before the period ends

Transactions are reviewed as they happen. Journals are drafted and reconciliations prepared throughout the month, so accounting teams start the close with most of the groundwork already done.

No more chasing entities for data

Reconciliation status is tracked across all entities automatically. Missing information and intercompany mismatches are identified and escalated early, not discovered on day six of an eight-day close window.

Every variance explained, not just flagged

Unusual account activity, prior-period deviations, and risk areas are surfaced with context, so controllers spend time on judgment calls, not scanning trial balances.

Audit-ready from day one, not day nine

Every journal entry, reconciliation, and escalation is tracked through an auditable workflow. Documentation is generated automatically, not assembled under pressure when auditors arrive.

leahai.com/finance/close
Close Management · Q1 Progress
Journal Entries — All entities
482 entries prepared · Accruals, allocations, reclassifications
Complete
Account Reconciliations
94 of 101 complete · 7 pending review · 0 mismatches
In Progress
Intercompany Eliminations — EMEA
$240K mismatch identified · Routed to entity controllers
Action Needed
Close Package · CFO Review
Compiled and ready · Variance commentary attached
Ready
Close Velocity vs Prior Period
This period
4.5 days
Last period
8.8 days

Controls & Compliance

Policy enforcement that depends on periodic reviews and sample testing leaves gaps. Leah monitors every transaction against your control framework in real time, catching exceptions at the point they occur, not weeks later during audit prep.

15–20%
reduction in total internal audit cost through technology-enabled approaches

Exceptions caught at the point of transaction

Approval threshold breaches, segregation of duty violations, expense policy exceptions, and unusual journal activity are identified in real time, before they become audit findings or financial errors.

Escalations that route themselves

Control exceptions are automatically routed to the right person with supporting context attached. Resolution is tracked through to close, and if an issue remains unresolved beyond a defined timeframe, it escalates automatically.

Audit prep that happens automatically

Every control check, approval, and exception is documented as part of the workflow. Audit evidence packs are assembled automatically, so audit prep becomes a structured output of the process, not a weeks-long scramble.

Third-party and vendor risk monitored continuously

Leah screens suppliers continuously against sanctions lists, adverse media, and financial risk signals, risk-scoring the vendor base and surfacing material findings before they impact operations.

leahai.com/finance/controls
Controls Monitor · Real-Time
1,842
Transactions Reviewed
14
Exceptions Flagged
Approval Threshold Breach — $85K payment
Requires dual approval · Routing to CFO and Controller
Critical
Segregation of Duties — Journal Entry
Preparer and approver same user · Policy violation detected
Policy Breach
Vendor Master Change — New bank account
Authorisation confirmed · Documentation logged · Cleared
Verified
Control Coverage · This Quarter
Approval Controls
100%
SOD Monitoring
98%
Expense Policy
94%

Revenue Intelligence

Revenue recognition becomes complicated the moment a deal has pricing tiers, milestones, amendments, or bundled obligations. Leah connects contracts, billing, and recognition into one governed workflow, eliminating leakage before it reaches the ledger.

75%
of revenue management processes are fully automatable

Contracts read, extracted, and turned into recognition schedules automatically

Commercial terms, performance obligations, billing triggers, and amendment impacts are extracted from contracts and processed end to end, from intake through to ERP posting, with uncertain cases routed to finance for review.

Revenue leakage identified before it compounds

Services delivered but not billed, invoices at incorrect rates, obligations satisfied but recognition delayed. These are surfaced and routed for correction before they reach the ledger.

Recognition treatment consistent across every deal

Revenue policies are applied systematically across all deals, regions, and business units. Inconsistencies are identified and escalated, reducing restatement risk from manual interpretation at scale.

Revenue performance visible, explainable, and defensible

Every revenue number traces back to the underlying contract and supporting activity, so finance can explain movements to leadership with confidence and respond to auditors without reconstructing history.

leahai.com/finance/revenue
Revenue Intelligence · Contract Pipeline
SaaS Agreement — EnterpriseOne ($2.4M ARR)
5 obligations extracted · Recognition schedule generated
Scheduled
Professional Services — DataCo ($380K)
Milestone delivered · Invoice not raised · Revenue at risk
Leakage Risk
MSA Amendment — GlobalRetail Group
Price change applied to 18 existing schedules
Updated
$14.2M
Rec. Revenue
$82K
At Risk
148
Contracts

Forecasting & Scenario Analysis

Finance teams shouldn't spend most of their time maintaining models. Leah keeps forecasts continuously updated as the business changes, so leadership has a living view of performance, not a snapshot from last week.

20–40%
more accurate forecasts with AI-enabled planning

Forecasts that update as the business changes

Pipeline data, actuals, headcount changes, and cost trends are ingested automatically. When a key driver shifts, the forecast reflects it immediately, with variance commentary generated alongside every refresh.

Scenarios built in seconds, not days

Demand slowdowns, pricing changes, delayed launches, or headcount shifts can be modeled instantly with full P&L, cash flow, and EBITDA impact, fast enough to use in live leadership conversations.

Treasury and FX exposure managed proactively

FX exposures are monitored against policy thresholds continuously. When a breach is identified, hedging recommendations are surfaced and routed to treasury, so currency risk becomes a managed position, not a period-end surprise.

Finance becomes a real-time partner to leadership

Forecast assumptions are transparent and traceable. Leadership gets a living view of what's coming, not a polished deck of what already happened. Finance moves from reporting to strategic guidance.

leahai.com/finance/forecasting
Live Forecast Dashboard · Q2 Outlook
$48.2M
Revenue Forecast Q2
+2.4%
vs Plan
Pipeline Ingested — CRM Update
$6.2M new pipeline · Forecast updated automatically
Auto-Updated
Scenario: Demand Slowdown (-15%)
Revenue: $41.0M · EBITDA impact: -$3.2M · Generated in 12s
Scenario
Cost Trend Alert — Headcount
Hiring pace 8% above plan · EBITDA impact flagged
Signal
Forecast Accuracy · Rolling 12 months
↑ 94% accuracy this month vs 67% at baseline

One Intelligence Layer.
Every Finance Workflow.

Leah Agentic OS coordinates finance agents across ERP, CRM, treasury, and enterprise systems, maintaining audit trails and governance guardrails throughout. Agents don't just complete tasks; they manage outcomes across the entire finance function.

LEAH AGENTIC OS
CFO · CPO · CRO Orchestrators · Policy-Governed · Continuously Monitoring
AP / AR & Working Capital
Invoice matching, collections, payment optimisation
Close & Consolidation
Continuous monitoring, journal prep, reconciliation
Controls & Compliance
Real-time enforcement, exception routing, audit trails
Revenue Intelligence
Contract extraction, leakage detection, recognition
Forecasting & Scenarios
Continuous updates, scenario modelling, signal monitoring
Example: End-of-Period Orchestration Flow
Continuous monitoring flags closing gapJournals auto-preparedReconciliations coordinatedExceptions escalated to ControllerClose package assembledAudit trail maintained
Example: Revenue Leakage Detection
Contract signed in CRMObligations extractedBilling events monitoredMismatch detected: not billedRevenue ops alertedInvoice raised, leakage prevented
Example: Treasury FX Hedge Management
FX exposure threshold breachedExposures analyzed vs policyHedging trades recommendedRouted to Treasury for approvalDept. heads notified

Finance That Doesn't Wait
to Be Asked.

The goal of agentic AI in finance isn't to remove people from the loop. It's to scale the judgment of your best finance professionals across every transaction, every workflow, every entity, continuously and without manual effort.

Stage 1
Prompt-Driven Assistant
On-demand analysis, insights on request
Stage 2
Task Executor
Structured tasks, system updates, defined workflows
Stage 3
Workflow Owner
End-to-end process management, exception routing
Stage 4
Autonomous Operator
Outcome ownership across functions, continuous optimisation
Leah is designed for this trajectory.
Leah Agentic OS enables finance teams to start small and scale intelligently. Pre-built, domain-specific agents support discrete workflows across close, revenue, forecasting, controls, and working capital, without requiring system replacement. Human-in-the-loop controls ensure that approvals, thresholds, and escalation points remain firmly defined by finance leadership. As confidence grows, additional workflows can be layered in. The path forward is phased, measurable, and controlled.
33%
of enterprise apps will integrate agentic AI by 2028

Finance Doesn't Just Move Faster.
It Operates Differently.

Agentic AI elevates finance judgment. It removes the mechanical burden of execution so finance professionals can focus on analysis, strategy, and guiding the business, not reconciling, chasing, and assembling.

Continuous Execution, Not Periodic Cycles
Reconciliations, controls, and forecasts run throughout the month, not just at period end. By the time close starts, most of the work is already done.
Policy Enforced at the Transaction Level
Approval thresholds, segregation of duties, and accounting policies are applied to every transaction automatically. Exceptions surface at the point they occur, not at audit time.
Audit-Ready by Default
Every action traceable. Every deviation documented. Every approval logged with context. Audit prep stops being a weeks-long scramble and becomes a structured output of the process itself.
Cross-Functional Orchestration
Finance, revenue operations, treasury, and compliance operate from the same intelligence layer. Obligations route correctly. Escalations reach the right person. Nothing is lost in the handoff.
Insight That Arrives Before the Decision
Forecasts update as conditions change. Leakage is detected before it compounds. Cash positions are visible before they tighten. Finance advises leadership in real time, not after the quarter ends.
Human Judgment Where It Matters Most
Finance leaders set the policies, thresholds, and risk tolerances. Agents execute within those guardrails and escalate when judgment is needed. Humans stay in control of outcomes, not buried in execution.

What Changes for Your Team.

Leah delivers measurable impact across the finance function, from the CFO's strategic mandate to shared services' operational goals.

CFO
Real-time visibility. Stronger governance.
  • Set thresholds once; let Leah enforce them across every transaction and entity
  • Board-ready risk summaries and investor reports without manual aggregation
  • Respond to auditors with traceable, structured evidence, assembled automatically
  • Forward-looking forecasts that update as pipeline, headcount, and costs shift
  • Move from reporting on performance to actively guiding the business
Controller / Finance Director
Fewer scrambles. More confidence.
  • Start every close with reconciliations and journals already in progress
  • Spend time reviewing exceptions, not hunting for them across systems
  • Every entry, reconciliation, and escalation documented automatically
  • Controls monitoring continuously, not just during audit windows
  • Intercompany eliminations and multi-entity consolidation without manual coordination
Head of Shared Services / FP&A
Scalable execution. Measurable impact.
  • Process higher invoice volumes, including non-PO invoices, without adding headcount
  • Forecasts that refresh automatically from ERP actuals, CRM pipeline, and cost trends
  • Scenario models in seconds: demand slowdown, pricing change, delayed launch
  • Collections workflows and dispute resolution that run without constant management
  • Demonstrate shared services' contribution with clear, quantifiable outcomes

Real Transformations.
Measured Results.

Finance teams across industries are using Leah to close faster, recover lost revenue, and operate with continuous control, without adding headcount.

“Leadership cares about monetary impact and revenue growth. Being able to quantify over $18 million in combined revenue capture and cost savings makes the business case undeniable.”
Legal Operations Lead
HVAC & Building Systems Company
$18M+
Revenue & savings protected

“We reduced our close cycle from nine days to four and a half, without adding headcount. The bigger win is that the Controller now has time to actually review the numbers rather than just chase them.”

VP
VP of Finance & Shared Services
Global Manufacturing Company
4.5dclose cycle achieved

“Our AR team used to spend 60% of their time on reconciliation and dispute resolution. Now they focus on the exceptions that actually need judgment. Collections performance has improved significantly.”

CF
CFO
Technology Services Company
60%team time recovered

“We discovered problematic indemnification terms in acquired contracts that already cost over $50,000 in avoidable payouts. The previous system couldn't even surface these risks.”

SV
SVP of Contracts
Global Workforce Management Company
$50K+avoidable losses surfaced

“Contract lifecycle management has become essential operational infrastructure for our supply chain. Among all our vendor relationships, Leah stands out as by far the best.”

DS
Director, Sourcing & Contracts
Financial Services Company
67%faster contract cycle times

“The platform's ability to serve multiple applications, CLM, Corporate Governance, Tax Governance, from a single infrastructure was exactly what we needed. One system across 40+ countries.”

SI
Strategic Implementation Lead
Global Industrial Manufacturing Company
40+countries unified

“Contract management has gone from something our team dreaded to something that actually works. We're transforming operations across 800+ employees, and we're just getting started.”

LO
Legal Operations
Financial Technology Company
800+employees on the platform

Connects to Your Existing
Finance Technology Stack.

Leah Agentic OS layers over your existing systems. No rip-and-replace. Pre-built connectors across ERP, treasury, procurement, and enterprise applications mean you see value in days, not months.

ERP Systems
SAP S/4HANA, Oracle Fusion, Microsoft Dynamics, NetSuite, Workday
Treasury & Cash Management
Kyriba, GTreasury, Coupa Treasury, bank connectivity
FP&A & Forecasting
Anaplan, Adaptive Insights, OneStream, Vena, Board
Close & Consolidation
BlackLine, FloQast, Planful, Trintech, Oracle FCCS
Procurement & AP Automation
Coupa, Basware, Tipalti, Ariba, Medius, Yooz
Revenue Recognition
Zuora Revenue, Salesforce, RevPro, ARM, Chargebee
GRC & Audit
ServiceNow GRC, Workiva, RSA Archer, AuditBoard
Enterprise Platforms
Salesforce, Microsoft 365, ServiceNow, Slack, Teams
Identity & Security
Okta, Azure AD, enterprise SSO, SOC 2 certified

Frequently Asked Questions.

Everything you need to know about Leah and how it works for finance and shared services teams.

Most customers are processing live transactions within two to four weeks. Leah's pre-built connectors for SAP, Oracle, NetSuite, and other major ERP and finance platforms mean there's no lengthy integration project. Onboarding includes configuring your approval thresholds, matching rules, and exception workflows alongside your team.

No. Leah is designed as an agentic layer that sits on top of your existing infrastructure, SAP, Oracle Fusion, Dynamics, NetSuite, and more. It reads from and writes to your systems of record without replacing them. Your existing data models, chart of accounts, and approval hierarchies are preserved.

Leah is built around a human-in-the-loop escalation model. High-confidence, routine transactions are processed autonomously. Anomalies, threshold breaches, or policy exceptions are flagged and routed to the right person with full context attached: the transaction, the rule it broke, and Leah's recommended action. Nothing sensitive is processed without the appropriate oversight.

Every action Leah takes is logged with a complete, timestamped audit trail: what was processed, which rule triggered it, who approved it, and when. This makes SOX, IFRS 15, and internal audit preparation significantly faster. Leah also generates audit-ready documentation and control evidence automatically, reducing preparation time by up to 90%.

Leah is SOC 2 Type II certified and supports single-tenant deployment for organisations with strict data isolation requirements. All financial data is encrypted in transit and at rest. Your data is never used to train models, and you retain full control over data residency, including regional deployment options to meet local regulatory requirements.

Yes. Leah is built for multi-entity, multi-currency, and multi-jurisdiction operations. Intercompany eliminations, currency translation, and entity-specific approval policies are all handled natively. Customers operating across 40+ countries run Leah from a single platform with consistent governance and reporting across all entities.

Every customer is assigned a dedicated Customer Success Manager with finance operations expertise. Enterprise customers receive 24/7 technical support, quarterly business reviews, and proactive monitoring of automation performance. As your business evolves, Leah's rules and workflows can be updated without requiring a new implementation project.

Ready to Transform Your
Finance Operations?

Start with impact. Scale with confidence.