Finance, automated where it should be.

A 5-minute discovery. We learn your finance function, and Accord OS returns a structured plan: which agents fit, what they do, the order to deploy, the KPIs they move.

What Accord offers

We deploy AI agents within our partner network of audit and accounting firms and their customers, taking the repetitive work off finance teams so they spend their hours on judgment.

AP & AR Agents

Invoice ingestion, 3-way match, e-invoicing, dunning, cash app. The cleanest ROI in the stack.

GL & Close Agent

Daily bank recs, JE drafts, period-end orchestration, anomaly flags. Compress your close.

Treasury Agent

Daily cash position, 13-week rolling forecast, bank fee audit, FX exposure. Senior time back.

Credit & Reporting

Limit reviews, exposure dashboards, variance commentary, board pack assembly.

Start with two things

We create a private workspace for this discovery, accessible only via the link we generate.

Company name

Project name A label for this discovery — visible only to you.

Your role Optional. Helps tune the recommendation.

Step 1 of 4 · Identity

Tell us about your finance function.

Eleven questions. No wrong answers. The more concrete, the sharper the recommendation.

1. What ERP / accounting system do you run today? If you run more than one, list the primary first.

Oracle SAP Microsoft Dynamics NetSuite Odoo Sage QuickBooks Zoho Custom / in-house Other

2. Your finance team shape — how many people per function? Approximate FTE counts. Leave blank if not applicable.

AP

AR

GL

Credit Mgmt

Budget & Reporting

Treasury

Tax

Other

3. Approximate monthly volumes Best estimates are fine. These size the ROI math.

AP invoices / month

AR invoices / month

Journal entries / month

Bank accounts (total)

4. How many legal entities sit in your group?

1 2–4 5–10 11–25 25+

5. Operating currencies

SAR AED USD EUR EGP GBP Other

6. Close cycle — how many working days from period-end to books closed?

≤ 5 days 6–10 days 11–15 days 16–20 days 20+ days

7. If you could fix ONE thing about your finance ops tomorrow, what would it be? Free text. The more specific, the better.

8. Top audit findings or management points last year External auditor remarks, internal audit findings, or recurring board-flagged issues.

9. Data quality — how would you rate it? Vendor master, customer master, item master, chart of accounts. The honest answer.

Clean Mostly clean, some gaps Messy — known blocker Severe — major project on its own

10. Where do you expect the biggest change-management challenge? Optional but valuable — tells us where to sequence carefully.

11. What does success look like in 12 months? Not headcount. Capability, capacity, or specific KPI improvements.

Step 2 of 4 · Discovery

Analyzing your finance function.

Accord OS is structuring your recommendation.

Mapping your team shape against agent fit · estimated 30-60 seconds

We're matching your team shape, ERP, volumes, and stated priorities against the Accord agent catalogue. The output is a structured deployment plan tailored to your finance function — not a generic write-up.

Your Accord finance plan

Tailored to your team, your stack, and your stated priorities.

Saved at

Not quite right? Refine it.

Tell us what's off — wrong sequencing, missing function, different priority, something we got wrong about your team. We regenerate with your input.

Email me the recommendation

We'll send a PDF copy. Also lets us follow up if you'd like a working session.