← All projects

Safebooks AI

The agentic platform built for finance operations.

Finance & Fintechai-agentsfinance-automationreconciliationfinancial-closedata-governanceenterpriseaccounts-payable
Safebooks AI screenshot

About

Safebooks AI is an agentic platform that automates end-to-end finance operations including reconciliation, data validation, policy enforcement, and month-end close. It builds a Financial Data Graph by ingesting and connecting data from ERPs, CRMs, billing systems, banking, and other sources to give AI agents full context. Finance teams can deploy and own agents without writing code, while IT retains governance and security oversight.

Problem

Finance operations require extensive manual work for reconciliation, data validation, policy enforcement, and month-end close processes.

For

Finance teams and IT departments at mid-to-large enterprises

How it works

Safebooks ingests data from all financial systems into a unified Financial Data Graph, then deploys AI agents that continuously automate reconciliation, validation, policy enforcement, and reporting in real time.

Business model

unknown

Status

launched

Company

Safebooks

Similar projects