01ERP / documents
Open the invoice exception
Attach the invoice, PO, contract terms, and ledger entry to one case.
- Input
- Invoice + PO
- Record
- Ledger entry
Verti for finance
Automate finance work without weakening control.
Capture how experienced finance teams resolve ambiguity, then deploy governed agents across documents, systems, reconciliations, and exceptions.
Evidence → approvaltraceable at every step
The control gap
Rules catch the obvious. Finance expertise resolves what does not match.
Exceptions depend on context: contract terms, customer history, materiality, timing, and internal policy. Verti structures this judgment so agents can move work forward while controls remain intact.
Every action is evidence-linked, permission-aware, and ready for review.
One connected operating story
From financial exception to reviewable resolution.
Agents assemble evidence and execute approved procedures; people retain authority over material judgment.
02Company Expertise
Explain the variance
Identify what does not match and apply the approved materiality and accounting policy.
- Variance
- Amount + terms
- Policy
- Materiality check
03Human approval
Route the proposed correction
Give the controller the evidence, rationale, and proposed entry for review.
- Reviewer
- Controller
- Status
- Approval required
04ERP / audit log
Post the approved update
Update the ERP and preserve the reviewer, evidence, and final action in the audit trail.
- Update
- ERP posted
- Trail
- Decision recorded
Where to start
High-impact starting points for finance.
01Accounts payable
Resolve invoice exceptions before they age
Extract, match, validate, route discrepancies, and update the record after approval.
02Accounts receivable
Coordinate collections with customer context
Prioritize follow-up, capture commitments, and escalate sensitive accounts intelligently.
03Reconciliation
Investigate mismatches with the evidence attached
Assemble source records and apply reviewed resolution paths.
04Close & reporting
Reduce the manual coordination around close
Track dependencies, gather support, and keep reviewers focused on material judgment.
Invoice attachedInvoice, PO and contract linked
Ledger record foundReceipt and accounting entry assembled
Exception openedMismatch routed into one finance case
Evidence before approval
Put the source record and the proposed resolution side by side.
The agent assembles documents, matching records, policy context, and the variance explanation before a reviewer receives the case.
The finance expertise layer
Resolve the variance without separating it from the evidence.
Verti connects source documents, ledger context, internal policy, materiality, and review authority so finance work moves without weakening control.
Explore all platform modules01↗02↗03↗04↗05↗06↗07↗
Platform overview
See how company context, agent work, and human review connect.
Expertise Mining
Capture decision patterns from experts and cases they already handled.
Company Expertise
Create a record people can review and agents can use.
Governed Agent Operations
Run work across systems with roles, permissions, and approvals.
Continuous Learning System
Improve behavior from reviewed outcomes after approval.
Company GPT
Answer teams with company context and access rules applied.
Integrations
Connect the systems, communication channels, and records the operation already uses.
Begin with one exception queue
Start with one finance queue where exceptions consume the team.
Verti turns reviewed resolution patterns into governed capacity without compromising control.
Show us the process