SAI FOR FINANCE

Autonomous computer for your finance team's most repetitive pipeline work.

Meet Sai, your autonomous computer. Any AI can read an invoice. Sai logs into the portal, pulls the statement, matches it, and files it — every week, unattended, in the same systems your team already uses.

  • SOC 2 Type II
  • HIPAA

INTERACTIVE PLAYGROUND

Four routines your team can run this week.

Every routine is a plain-language prompt. Run it once to check the output, then put it on a schedule when it earns it.

Every weekday · morning

Process invoices from email into QuickBooks

Prompt

Every weekday morning, review new invoice emails in [GMAIL LABEL]. Extract supplier, invoice number, dates, currency, subtotal, tax, total and payment details. Check for duplicates, prepare the QuickBooks record, log the result in [GOOGLE SHEET] and send exceptions to [SLACK]. Do not post without approval. Run it once now on the last batch so I can see the result before you put it on the schedule.

Try in Sai

WHY SAI FOR FINANCE

Built for the finance work that repeats when there is no one to delegate to.

It works the systems you already close in.

QuickBooks, the bank portal, a vendor site with no export, invoices sitting in Gmail. Sai clicks and types in the real interface.

It carries the work across systems.

Invoice in email, record in QuickBooks, row in the tracker, exception in Slack. Sai takes it the whole way and gives you the exceptions.

A reliable workflow that runs on its own.

Run it once, watch the replay, put it on your month-end calendar. Later runs reuse the path they already learned.

Nothing posts, pays or sends without you.

Approve from iMessage, SMS or Telegram. Every run is a replay, and every field links back to its source document. Data stays in your workspace.

Works across your stack — including the parts with no API.

Sai operates the tools your team already closes the books in, through the same interface a person uses. Where an integration exists, it uses it. Where none does, nothing changes about how Sai works.

  • Gmail
  • Bank portal
  • Drive
Sai
  • QuickBooks
  • Sheets
  • Slack
TIER 1Accounting & Ledger
  • QuickBooks
  • Xero
  • NetSuite / Sage Intacct
TIER 2Sources & Documents
  • Gmail / Outlook
  • OCR / PDF invoices
  • Google Drive
  • Bank & vendor portals
TIER 3Reporting & Alerts
  • Google Sheets
  • Slack
  • SQL / data warehouse

KEY TEAM-LEVEL SUPPORT

What you get beyond the product.

Customization

  • Deploy on your own devices (BYOD) or our cloud virtual machines (Cloud neutral)
  • Bring your own key, your own model, or an on-prem model
  • Access to frontier proprietary models where and when it is needed

Safety & compliance

  • Meets your security bar, SOC 2, zero data retention
  • End-to-end encryption, with bring-your-own-key so we cannot read your data
  • Guardrails pause the agent before any irreversible action

Dedicated support

  • A forward-deployed engineering team that builds with you on-site
  • Domain experts who learn your workflows and standards
  • Timely, hands-on help to realize the benefits in production

WHERE WE FIT

We are uniquely positioned in this agentic market to address your business needs.

Scroll to compare all columns

CapabilityGeneral agentsLLM-based agentsSai for BusinessNeuro-symbolicRPATraditional automation
GUI-native computer use, any screenSupportedSupportedNot supported
Reasoning, adapts to new goalsSupportedSupportedNot supported
Survives UI change without reworkSupportedSupportedNot supported
Token-efficient, predictable costNot supportedSupportedNot applicable
Cross-OS: Windows, Mac, Linux, AndroidPartialSupportedPartial
Always-on: cloud VM, mobile, BYODPartialSupportedSupported
Your own key, model, or on-prem modelNot supportedSupportedNot applicable
Enterprise compliance: SOC 2, ZDRPartialSupportedSupported

Start with one routine. The list your team rebuilds every week.

Run it once to see the replay. Put it on a schedule when it earns it.

Contact Sales