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Enterprise Finance.Fully Agentic.

Safebooks deploys auditable AI agents that close your books, reconcile systems, validate transactions, and trace every number to its source.

The Financial Data Graph™

Unified. Governed. Always up to date.

Source systems: ERP, CRM, billing, banks, payroll and data warehouse, resolved into the Financial Data Graph

Runs across the full Finance & Accounting lifecycle

Operations Agents

Scale without headcount

Close Automation Agents

Close faster

Compliance Agents

Audit-ready by default

Intelligence Agents

Real-time data insights

×20
Team efficiency
−75%
Time to close
100%
Transaction level audit trail
24/7
Anomaly detection

Trusted by finance teams at

The problem

No prompt will fix your broken data.

You’ve connected the ERP. You’ve added the AI layer. The close still takes three weeks.

Because the problem was never the AI. It was the data underneath it.

Financial systems: ERP, CRM, billing, bank, and documents, tangled with failed syncs, mismatches, and manual reconciliation between them
Data scattered across every system
Revenue and spend buried in documents
No single source of truth
AI that hallucinates when context is broken
No audit trail your auditor can follow

What Safebooks does

All your financial processes.
Run by agents.

Agents that work across all your enterprise finance and operational systems. Not dashboards. Not copilots. Agents that execute end to end on your connected data.

Grounded in your real data Traceable on every decision Governed by your policy
Operations agent

Operations Agents

Scale without headcount

Matches and clears transactions across every system, flagging mismatches before they hit close.

ReconciliationData validationAnomaly detection100+ controls
Close agent

Close Agents

Close faster

Prepares journal entries, workpapers, and variance analysis. The whole close, done before your team logs in.

Journal entriesWorkpapersVariance analysisSOX-ready
Intelligence agent

Intelligence Agents

Real time data insights

Answers any financial question grounded in your actual data, cited to source. No report request needed.

Financial Q&ABoard-ready outputSource citations
Compliance agent

Compliance Agents

Audit-ready by default

Runs 100+ controls continuously, catching policy violations the moment they happen. Not at quarter-end.

Continuous controlsSOXASC 606IFRSPolicy enforcement

And a growing team of agents

Every financial process has its own agent. Order-to-Cash, Procure-to-Pay, T&E, payroll, close. Each one built for that process end to end, deployed on your actual data, with a full audit trail for every decision.

Meet the agents

Scale without headcount and close faster

The same team. Twenty times the volume.

Finance leaders own the outcomes. Agents execute.

CFO / CAO
Controllerowns the outcomes
Business applications
Senior accountantMANUAL
AnalystMANUAL
AnalystMANUAL
Agentsrun the processes
Team reviews by exceptionREVIEW
GL reconciliation~20 hrs / month~1 hr reviewMANUALAGENT
O2C validation~24 hrs / month~1.5 hrs reviewMANUALAGENT
Cash application~18 hrs / month~1 hr reviewMANUALAGENT
P2P matching~20 hrs / month~1 hr reviewMANUALAGENT
Journal entries~16 hrs / month~30 min reviewMANUALAGENT
Payroll reconciliation~18 hrs / month~1 hr reviewMANUALAGENT
Flux analysis~22 hrs / month~1 hr reviewMANUALAGENT
Close checklist~22 hrs / month~1 hr reviewMANUALAGENT
160hrs / month
of manual execution across eight core processesof human review, agents do the execution
20x less effort

Built for enterprise.
Sized for enterprise.
Audited like enterprise.

$40B+
In financial data processed on the platform
100+
Pre-built controls, running continuously
50+
Native integrations
ISO 27001 certifiedAICPA SOC 1AICPA SOC 2

50+ integrations

True plug & play connectivity

No rip and replace. No new data warehouse. Safebooks connects seamlessly to the systems you’re already running.

NetSuite
Salesforce
SAP
Workday
Zuora
Stripe
Snowflake
ADP
Coupa
HubSpot
Excel
and more…

Your data is the source.
Your agents are the advantage.

Safebooks unifies your financial data into the Financial Data Graph™, and puts auditable agents to work on it.

No engineering lift · built for enterprise finance

See Safebooks AI in Action

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