Agentic Workflow
Orchestrate tasks, AI agents, approvals and documentation across your finance organisation.
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From fragmented finance activities to controlled execution
See every task, deadline, dependency, owner and approval across the finance organisation.
Delegate work to employees, Solitwork agents or agents operating in your own AI environment.
Document execution automatically with approvals, comments, evidence and a complete audit trail.
why now?
Month-end close, planning, reporting and compliance span hundreds of activities. Agentic Workflow replaces spreadsheets, inboxes, and manual follow-ups with structured, governed execution.
core capabilities
Structure every finance activity as an executable task with ownership, context, controls and evidence.
Create recurring and ad hoc workflows with instructions, owners, deadlines, dependencies, documentation and approvals.
Monitor completion, bottlenecks, reviewer status and progress by entity, workflow or reporting cycle.
Let specialised agents analyse data, run controls, prepare documentation and generate recommendations.
Convert requests from approved AI assistants into formal, owned and governed workflow tasks.
AI prepares and recommends. Finance professionals review, validate, adjust, approve and remain accountable.
Capture task creation, agent activity, comments, uploads, reviews, approvals and completion timestamps.
How it works?
This is not autonomous finance without oversight. It is controlled automation that allows finance professionals to spend less time coordinating work and more time evaluating results and making decisions.
integration
Clear ownership, segregation of duties and documented approvals.
Reduce manual coordination, follow-up and routine preparation.
Real-time view of progress, deadlines, bottlenecks and accountability.
Move AI from experiments into repeatable finance processes.
co-build
Solitwork combines a standardised orchestration platform with a co-build approach. Together, we define processes, roles, controls, integrations and agent instructions.
READY TO TRY IT IN YOUR ORGANIZATION?
Bring tasks, employees, AI agents, approvals and documentation together in one finance execution environment.
Book a demo