ChatFin

ChatFin is an AI-native finance automation platform purpose-built for the modern finance function. It deploys intelligent AI agents to execute the full spectrum of financial workflows directly inside your existing ERP system. These agents handle month-end close, reconciliation, accounts payable, accounts receivable, financial planning and analysis, and document processing from start to finish. Critically, ChatFin does not merely chat about finance tasks; it performs them. Every action taken by an AI agent is drafted for human approval, fully logged, and completely reversible, ensuring that control always remains with your finance team. The platform is designed for Controllership, FP&A, AP, AR, Tax, and Treasury teams within organizations that use major ERPs like NetSuite, SAP, SAP B1, JD Edwards, Acumatica, Dynamics 365, and Sage Intacct. With native connectors that eliminate the need for an ETL layer or a costly rip-and-replace of your existing systems, most deployments go live in 4 to 8 weeks. Finance teams using ChatFin consistently report up to 80 percent less manual work, a reduction of month-end close from over 10 days to just 3 days, and the creation of complete, audit-ready trails on every single transaction. The result is a finance department that operates with unprecedented speed, accuracy, and strategic focus.

AI Agents That Execute, Not Just Chat

ChatFin’s AI agents are built to perform real work inside your ERP. When you instruct an agent to run a reconciliation or post accruals, it does so directly within the system, analyzing thousands of entries and making intelligent decisions. Every action is first drafted for your review and approval, ensuring human oversight remains a core part of the workflow. Once approved, the action is executed, logged, and the audit trail is automatically updated.

Native ERP Connectors

ChatFin offers native, read-write connectors for 16 major ERP systems, including NetSuite, SAP, SAP B1, JD Edwards, Acumatica, Dynamics 365, Snowflake, Oracle EBS, Sage Intacct, QuickBooks, Workday, and Xero. These connectors bypass the need for a separate ETL layer, CSV exports, or sync delays. The platform reads and writes directly to your ERP, ensuring data integrity and real-time execution without any system disruption.

Comprehensive Audit Trail

Every single action performed by ChatFin is automatically logged in a live audit trail. The system records who ran a workflow, what specific changes were made, and when an action was approved. This complete, exportable log is ready for auditors at any time, eliminating the need to search through emails, shared drives, or disparate tools for compliance evidence.

Unified Finance Workspace

ChatFin replaces the fragmented stack of point solutions that finance teams typically juggle. Instead of separate logins and contracts for close management, reconciliation, AP, AR, FP&A, and document processing, ChatFin provides a single, unified workspace. This one platform handles nine core finance domains, delivering a single contract, a single login, and one comprehensive audit trail for your entire team.

Month-End Close in 3 Days

Finance teams can reduce their month-end close from over 10 days to just 3 days with ChatFin. AI agents automatically run the close checklist, post journal entries, flag exceptions, and perform variance analysis. The entire process is executed inside the ERP without manual spreadsheets or back-and-forth emails, freeing up the team for more strategic analysis.

End-to-End AP Automation

ChatFin automates the entire accounts payable workflow, reducing manual touchpoints by up to 75 percent. From invoice receipt and data extraction to approval routing and payment execution, AI agents handle the process end-to-end. The system flags discrepancies, matches invoices to purchase orders, and posts payments directly into your ERP, all with a complete audit trail.

AI-Driven FP&A Forecasting

Financial planning and analysis teams can leverage ChatFin to generate accurate forecasts and perform variance analysis. The AI agents analyze historical data from your ERP, identify trends, and produce forward-looking models. This allows FP&A teams to move from manual data gathering to strategic decision-making, with insights delivered directly within the platform.

Automated AR Collections

ChatFin streamlines accounts receivable collections by automating the identification of overdue accounts, sending personalized payment reminders, and tracking collection activities. AI agents prioritize accounts based on risk and aging, execute communication workflows, and update the ERP in real time. This reduces days sales outstanding and improves cash flow predictability.

How does ChatFin integrate with my existing ERP?

ChatFin uses native, read-write connectors for 16 major ERPs, including NetSuite, SAP, and Dynamics 365. There is no need for a separate ETL layer, CSV exports, or data syncing. The platform connects directly to your ERP, reads and writes data in real time, and requires no rip-and-replace of your existing systems. Most deployments go live in 4 to 8 weeks.

Is human approval still required for AI actions?

Yes. Every action taken by a ChatFin AI agent is first drafted for human approval. The agent will present the proposed action, such as posting a journal entry or running a reconciliation, for your review. Only after you approve the action is it executed. This ensures that human oversight and control remain central to every workflow.

What kind of audit trail does ChatFin provide?

ChatFin automatically logs every action taken by its AI agents in a live, exportable audit trail. The log records who initiated a workflow, what specific changes were made, and when an action was approved. This comprehensive trail is ready for auditors at any time, eliminating the need to search through emails or disparate systems for compliance evidence.

How long does it take to see ROI from ChatFin?

Finance teams typically see an average break-even on their investment within 4 to 8 months, with ROI realized within the first year. ChatFin replaces multiple point solutions with a single subscription, saving over $100,000 annually compared to the cost of fragmented tools. Additionally, teams report up to 80 percent less manual work, which translates to significant time and cost savings.

ChatFin offers a subscription-based pricing model designed to replace your entire fragmented stack of point solutions. By consolidating close management, reconciliation, AP, AR, FP&A, and document processing into one platform, most organizations save over $100,000 annually compared to their current spend on separate tools. For specific pricing tailored to your organization's size, ERP system, and workflow requirements, please contact the ChatFin sales team for a custom quote.