Finance and reconciliation
In productionInvoices, statements, and confirmations become reconciled, evidence-linked records feeding committed reports and a Finance Agent leadership can query.
We turn critical workflows into production AI systems. Connected to your real operations, governed, and operated so they keep working.
Running in production today: 279 of 284 bank transactions matched to the cent.It is not a strategy problem, and it is not a model problem. It is a systems problem: between a capable model and a dependable business capability sit your real data, your exceptions, your approval rights, your legacy systems, and the discipline to run it all in production. That is the layer Renaix builds and operates.
Three ways initiatives die: the demo works but production is a different job. The real information is fragmented across documents, inboxes, and memory. And nobody owns the system after launch.
Why production is the hard part βGetting a critical workflow into production takes capabilities that usually live in five different providers. Renaix delivers them as one accountable practice.
We map how the work actually happens: sources, decisions, exceptions, consequence. Then we redesign it around what should be automated, what should be assisted, and what must stay human.
Fragmented documents and records become one structured, evidence-linked source of truth. Every figure traceable to the document behind it. This foundation is what everything else stands on.
Rules, SQL, and conventional software where correctness is rule-based. AI where interpretation and judgment create value, under explicit controls. No confidently wrong numbers.
Role-scoped agents that answer from verified data, show their evidence, and refuse what they cannot verify. On-demand answers for leadership, without a data-science team.
Scoped permissions, approval gates, exception paths, audit state. Control that scales with the consequence of the workflow, without importing enterprise bureaucracy.
We operate what we build: monitoring, evaluation, drift control, security reviews, committed reporting cycles. A production system is a living capability, and it has an accountable owner.
Information fragmented across documents, systems, and inboxes. Repeated human interpretation. Exceptions that need judgment. Real consequence when it goes wrong. That anatomy appears in every function of the business.
Invoices, statements, and confirmations become reconciled, evidence-linked records feeding committed reports and a Finance Agent leadership can query.
Obligations, deadlines, and versions extracted into governed records that answer questions with the clause behind them.
High-volume correspondence connected to order and customer data, with approval gates, evidence, and audit. Drafts prepared for human approval, never sent on their own authority.
Management packs, bank packages, and investor updates produced from live, reconciled data instead of assembled by hand each time.
The unmatched, the missing, and the anomalous surfaced early, with the evidence needed to resolve them, instead of discovered late.
Provenance, controls, and traceability produced by the same system that does the work, not reconstructed for the auditor afterwards.
One question tells you whether a workflow belongs here: what happens if it runs wrong for a week? If the answer is "annoying", you need automation, and there are good agencies for that. If the answer is "material damage", you need a production system. That is the work we take on.
The first Renaix system reconciled a full financial year for a European investment group across two legal entities: 669 documents processed, 279 of 284 bank transactions matched to the cent, and the five that could not be matched surfaced as exceptions with the evidence needed to resolve them. Every figure traceable to its source document, and a governed Finance Agent its CEO queries directly. Built, deployed, and operated by Renaix.
Read the case βA short conversation to establish whether there is a consequential workflow, executive sponsorship, and a credible path to production. Qualification, not free consulting.
We diagnose one critical workflow and build a working slice of it on your real data. You see your own documents becoming reconciled, evidence-linked records before you commit to the build. Alongside it: target architecture, controls, acceptance criteria, and a clear recommendation. Go, reshape, or stop.
Everything required to run the workflow in production. Live operation as new documents arrive. Full agreed history. Exception handling with human decisions that stick. Secured deployment. The agreed reports, and your first domain agent on verified data.
A production system is a living capability, so we operate what we build. Books and records kept current as documents arrive. Committed reporting cycles. Agents kept available, evaluated, and secure.
Each workflow builds on the same governed foundation, so the second system arrives faster than the first. Expansion into new report families, new entities, and new domains is scoped openly, never silently included.
A consequential workflow does not compete with software. It competes with a salary: the hire you are about to make just to cope, the adviser fees, the days leadership loses assembling answers. A production system removes the fragmented work, so the team you already have operates with more speed and better information.
AI organizes evidence, reconciles, drafts, and recommends. Your people keep authority over every consequential decision.
Important answers trace back to source documents and system state.
Consequential decisions carry human approval; later automation cannot silently overwrite them.
Agents answer only from verified data, cite their evidence, and refuse outside their scope.
Systems are versioned, documented, and reproducible. You own your data and the capability.
A complete production stack, selected and operated by Renaix.
Every workflow we build feeds a governed, company-specific intelligence layer. It answers in two modes.
The reconciliation outputs, management workbooks, and bank and investor reports the company knows it will need, delivered on a calendar.
The questions leadership did not know it would have, answered the moment they arise, on a Sunday at 3 pm, with no dependency on anyone's availability.
Agents are only as trustworthy as the data they stand on. We build that layer first, then the agents.
You buy the workflow. You get a company you can ask.
Renaix is an AI implementation and operations firm, built deliberately lean and deliberately senior. Every engagement is led by senior judgment from diagnosis through operation, with curated specialists engaged by scope, and no bench that needs to stay billable. The people who diagnose your workflow stay accountable through build and run. Nothing is lost in handovers, because there are none.
Every system we operate is versioned, documented, and reproducible. You own your data and the capability. Nothing lives in one person's head. That discipline is not a reassurance we offer; it is part of the product.
About Renaix βYour Business Renaissance.
The one that eats your team's days, hides its errors, or stands between you and an answer you should already have. In 30 minutes we establish whether it is a fit for a production system and what the path would look like. An honest answer either way.