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Custom Pricing

Schedule Demo

Enterprise

For companies needing advanced security, compliance, and multi-team management. Enterprise features vary by plan.

Advanced

For small finance teams

5 users

$79.99

/

/ month
month
Benefits

5+ Users

1 Company

Finance Calendar

Finance Checklists

AI Generated Checklists

Mobile App

Mobile Notifications

Basic

For one person finance teams

1 user only

Benefits

$39.99

/

month
/ month

1 User

1 Company

Finance Calendar

Finance Checklists

Multi-Company

For large finance teams

10+ users 

Benefits

$13.99

/

user / month
user / month

10+ Users

5 Companies

Finance Calendar

Finance Checklists

AI Generated Checklists

Mobile App

Mobile Notifications

Teams Integration

Outlook Integration

Cross-Border

  • Absolutely. You have 30 days to see just how much Agent Finance can simplify your finance operations. No credit card required.

  • Agent Finance is designed for finance departments in all types of companies. It will save you time whether you have one person or a team of 100 in finance.

  • The Finance Calendar simplifies the management of cyclical deliverables for finance teams, offering advanced scheduling, enhanced visibility, automated reminders, and accountability tracking. Our clients enjoy significant improvement in meeting deadlines and faster monthly closing cycles.

  • Yes. It is designed to manage intricate schedules, including specific business days and dependant deliverables. It will automatically change all future deadlines should a dependant deliverable deadline be missed, saving you hours of admin.

  • AI creates detailed checklists with supporting videos to support training for all tasks within your finance team. Start recording and complete your tasks as normal. Agent Finance will compile the checklists in the background. It's that simple.

    Our clients no longer fear key staff going on leave, with detailed instructions for others to cover their work.

  • You can elect to turn off all AI within Settings. You can still build a repository of training checklists and videos, but will have to build these manually. It's still much faster than traditional methods.

  • Agent Finance is currently integrated with your Teams and Outlook Calendar. Let us know what other integrations you need.

  • Security is our top priority. We use enterprise-grade encryption, regular security audits, and compliance with data protection regulations like GDPR.

  • Most users can set up their entire annual finance calendar within 30 minutes.
    For checklists, you can start building your repository immediately - just turn on recording as you work.

  • You are very unlikely to need assistance as the platform is intuitive. However, we are available to provide guided onboarding sessions to ensure your team is up and running quickly.

Frequently Asked Questions

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