Systems of Record
What's trueContracts, obligations, suppliers, policies, and the chart of accounts, continuously current in one place.
Finance That Executes, not Just Reports
Leah Finance, powered by Leah Maestro, is an agentic AI solution that runs finance and shared services operations end-to-end, from invoice matching and month-end close through controls, revenue recognition, and forecasting. Built on Leah Maestro, its specialized agents take on the work that normally stretches your team thin, and every agent runs within the policies and thresholds you define.
Your team steps in where judgment matters, not where the spreadsheet lives.
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4.5dClose cycle, down from nine days
Global Manufacturing Company
Global Manufacturing Company
60%AR team time recovered
Technology Services Company
Technology Services Company
40+Countries unified on one platform
Global Industrial Manufacturer
Global Industrial Manufacturer
The Execution Layer Your Stack Is Missing.
Your team already has an ERP, a close tool, planning software, and GRC platforms. What it lacks is a layer that connects them and acts. Leah Finance joins three systems most enterprises run separately, then executes the work that moves between them.
Systems of Understanding
What it meansAccounting, commercial, and risk reasoning applied to every transaction, variance, and exception.
Systems of Action
What gets doneJournals, matches, escalations, and approvals executed with audit trails and human review where it matters.
Definition Agentic finance is an operating model where AI agents execute the day-to-day work of the function, from invoice matching through forecast refresh, within policy guardrails your team defines. Finance professionals handle the decisions that require judgment.
Record to Report. Every Stage Executed.
Specialized agents run the record-to-report cycle, and context flows downstream: matched invoices feed the close, recognized revenue becomes the reported number, and actuals refresh the forecast the moment they land. Follow the numbers through.
Stage 01 · AP, AR & Working Capital
Cash Managed Proactively, not Reported Retrospectively
Every invoice is matched against purchase orders, contracts, and ERP records, so pricing mismatches, duplicates, and missing approvals surface before they become payment errors. AR aging is monitored continuously, collections trigger at risk thresholds, and early payment discount windows surface before they expire.
>50%Achievable reduction in invoice processing effortThe Agents at Work
- Matches, validates, and clears invoices without manual effort, with a full audit trail maintained throughout.
- Monitors AR aging continuously, triggering outreach and routing disputes the moment risk thresholds are crossed.
- Surfaces early payment discounts, consolidation potential, and liquidity opportunities before they expire.
Stage 02 · Revenue Recognition
Leakage Stopped Before it Reaches the Ledger
Commercial terms, performance obligations, and billing triggers are extracted from contracts and turned into recognition schedules automatically. Services delivered but not billed, invoices at incorrect rates, and delayed recognition surface and route for correction before they reach the ledger.
75%Of revenue management processes are fully automatableThe Agents at Work
- Extracts obligations and amendment impacts from contracts and processes them through to ERP posting.
- Detects unbilled delivery, incorrect rates, and recognition gaps before they compound.
- Applies revenue policy consistently across every deal, region, and business unit, reducing restatement risk.
Stage 03 · Close & Consolidation
The Close Begins Before the Period Ends
Transactions are reviewed as they happen, journals are drafted throughout the month, and reconciliation status is tracked across every entity automatically. Intercompany mismatches are escalated early, not discovered on day six, so controllers start the close with the groundwork already done.
>50%Improved speed to close with accounting automationThe Agents at Work
- Prepares journal entries, accruals, allocations, and reclassifications continuously across all entities.
- Tracks reconciliation status automatically and escalates missing data and intercompany mismatches early.
- Explains every variance with context, so controllers spend time on judgment calls, not trial balances.
Stage 04 · Forecasting & Scenarios
A Living View of Performance, not Last Week's Snapshot
Pipeline data, actuals, headcount changes, and cost trends are ingested automatically, so the forecast reflects a shift in any key driver immediately, with variance commentary generated alongside. Scenarios model full P&L, cash flow, and EBITDA impact fast enough to use in live leadership conversations.
SecondsTo model a demand slowdown, pricing change, or headcount shiftThe Agents at Work
- Refreshes forecasts from ERP actuals, CRM pipeline, and cost trends as conditions change.
- Models demand slowdowns, pricing changes, and headcount shifts in seconds, with full financial impact.
- Monitors FX exposure against policy thresholds and routes hedging recommendations to treasury.
And Underneath Every Stage, Three Things Never Stop.
The cycle runs the numbers. These run the whole time, so a controller three days into close has answers, control cover, and a defensible record without asking for them.The Match Works Because it Starts With the Contract.
Reconciliation tools start every match and every recognition schedule from scratch. Leah's contracting foundation means the terms finance executes against already exist in the system and are already trusted.
Already in the System
A Trusted Foundation
Verified vendor records with live risk scores
Contracted pricing and agreed commercial terms
Performance obligations and billing triggers, extracted at signature
Amendment history connected to every schedule it touches
What That Powers
Contract-aware Execution
Invoices matched against terms you already agreed
Revenue recognized from obligations extracted upstream
Close packages that trace every number back to its contract
Exceptions that arrive with evidence, not just alerts
Beyond the Out-of-the-Box Agents.
The agent library is the starting lineup. Ask Leah puts the whole platform behind a single chat window, Leah Studio lets your team build its own agents, and open interfaces let the rest of your enterprise put Leah to work.
Ask Leah
Run finance from a chat window.Query and act across the function without leaving the conversation: close status, reconciliations, control exceptions, forecasts, and contracts. When a question returns structured data, Leah builds a dashboard inline, on the spot.
Leah Studio
Build your own agents. No code required.A visual workflow designer with conditional logic, role-based approvals, and policy-governed automation. Configure agents, actions, and workflows specific to your finance processes, without engineering overhead.
Open Interfaces
Put Leah to work from your other systems.Enterprise systems can trigger matching, move workflows, pull control status, and run assessments through open endpoints, authenticated and governed by the same role-based controls as every user action.
“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 Company
What Changes for Your Team.
Leah Finance delivers measurable impact across the function, from the CFO's strategic mandate to shared services' daily operations. The work changes for every role that owns a number.
CFO
Real-time visibility. Stronger governance.Set thresholds once and Leah enforces them across every transaction and entity. Board-ready risk summaries and investor reporting without manual aggregation. Respond to auditors with traceable, structured evidence, assembled automatically. 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. Controls monitored 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 and dispute workflows that run without constant management.
Autonomy Your Auditors can Sign Off On.
Leah Finance is built for regulated enterprise environments, with enterprise-grade AI governance and human-in-the-loop controls your team configures.
You set the Autonomy Dial
High-confidence, routine transactions process autonomously. Anomalies and policy exceptions route to people, with configurable thresholds and escalation paths per agent.
Every Action on the Record
A complete, timestamped audit trail covers what was processed, which rule triggered it, and who approved it, making SOX, IFRS 15, and internal audit preparation faster.
Enterprise-grade Access Control
Role-based permissions run across every module and endpoint, securing journals, payments, vendor data, and financial workflows.
Built for Enterprise Scale
SOC 2 Type II certified, with encryption in transit and at rest, single-tenant deployment options, regional data residency, and native multi-entity, multi-currency operations.
Connects to Your Existing Finance Stack
Leah Finance layers over the systems you already run, with pre-built connectors across ERP, close, planning, and GRC platforms. No rip and replace.
ERP Systems
SAP S/4HANA, Oracle Fusion, Microsoft Dynamics, NetSuite, Workday
Close & Consolidation
BlackLine, FloQast, Planful, Trintech, Oracle FCCS
FP&A & Forecasting
Anaplan, Adaptive Insights, OneStream, Vena, Board
Treasury & Cash Management
Kyriba, GTreasury, Coupa Treasury, plus direct bank connectivity
Revenue Recognition
Zuora Revenue, Salesforce, RevPro, Chargebee
GRC & Audit
ServiceNow GRC, Workiva, AuditBoard, RSA Archer
Leah Finance FAQs
What is agentic AI in finance?+
Agentic AI in finance refers to AI systems that take action rather than just analyze or advise. Unlike copilots that respond to prompts, agents execute multi-step workflows: matching invoices, preparing journals, enforcing controls, generating recognition schedules, and refreshing forecasts, all within governance guardrails your team sets.
What is Leah Finance?+
Leah Finance is an agentic AI solution built on Leah Agentic OS. Specialized agents run finance and shared services operations end to end: AP, AR, and working capital, close and consolidation, controls and compliance, revenue recognition, and forecasting, in one connected platform. It turns reactive, deadline-driven finance into a continuously executed, policy-driven operation.
How quickly can Leah Finance be deployed?+
Most customers are processing live transactions within two to four weeks. Pre-built connectors for SAP, Oracle, NetSuite, and other major ERP and finance platforms mean there is no lengthy integration project, and onboarding includes configuring your approval thresholds, matching rules, and exception workflows alongside your team.
Do we need to replace our existing ERP or finance systems?+
No. Leah is an agentic layer that sits on top of your existing infrastructure through pre-built connectors: SAP, Oracle Fusion, Microsoft Dynamics, NetSuite, and more. It reads from and writes to your systems of record without replacing them, and your existing data models, chart of accounts, and approval hierarchies are preserved.
How does Leah handle exceptions that require human judgment?+
High-confidence, routine transactions are processed autonomously. Anomalies, threshold breaches, and 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.
What audit trail and compliance capabilities does Leah provide?+
Every action is logged with a complete, timestamped audit trail: what was processed, which rule triggered it, who approved it, and when. AI governance is embedded in every workflow, and audit-ready documentation and control evidence are generated automatically, reducing preparation time for SOX, IFRS 15, and internal audit by up to 90 percent.
How does Leah handle financial data security?+
Leah is SOC 2 Type II certified and supports single-tenant deployment for organizations with strict data isolation requirements. All financial data is encrypted in transit and at rest, your data is never used to train models, and regional deployment options support local data residency requirements.
Can Leah operate across multiple legal entities and currencies?+
Yes. Leah is built for multi-entity, multi-currency, and multi-jurisdiction operations. Intercompany eliminations, currency translation, and entity-specific approval policies are handled natively, and customers operating across 40 or more countries run Leah from a single platform with consistent governance.
How do I get started with Leah Finance?+
Request a demo and the Leah team will walk through your finance operation using scenarios from your own close, controls, and forecasting workflows. From there, most teams deploy one or two out-of-the-box agents against their highest-friction workflows and expand as results land.