The World’s First
Financial Data Governance Platform

The AI-powered copilot for modern finance teams. Ensuring 100% data completeness and accuracy across all systems.

Financial Data Governance

Eliminate Your Finance Team’s Headaches

Safebooks AI integrates into Office of the CFO systems and unifies the data into a single data warehouse. It applies rule-based controls, AI, and ML algorithms to detect anomalies, fraud, and unreconciled transactions, ensuring a fully reconciled, financial audit trail for integrity and completeness of 100% of your financial and business data.

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Vector 1
Single Source of Truth

This layer represents the core function of Safebooks — unifying data from various sources into a single platform.

Vector 2
Automated AI-Powered Controls

This layer highlights the use of AI and machine learning to automate control execution and anomaly detection.

Vector 3
Real-Time Insights and Collaboration

This layer emphasizes the platform’s ability to provide real-time insights and notifications based on 100% of data monitoring.

Vector 4
Business Clarity and Compiliance

This final layer showcases the ultimate benefit — enabling data-driven, confident decision-making based on accurate and reliable information.

Visit Safebooks AI Trust Center

Our commitment to data privacy and security is embedded in every part of our business. Use our Trust Center to learn about our security posture and request access to our security documentation.

Safebooks AI Trust Center

Visit Safebooks AI Trust Center

Our commitment to data privacy and security is embedded in every part of our business. Use our Trust Center to learn about our security posture and request access to our security documentation.

The Power of Safebooks AI

Automate Your Reconciliations

  • Be notified of unreconciled transactions across systems in real-time
  • Identify configuration mismatches between systems
  • Ensure data completeness and accuracy within your information systems
  • Create a cross-system audit trail for each of your transactions
Always-On Full Data Reconciliation
manage your controls

Manage Controls

  • Use our pre-built, and AI-powered controls 
  • Build and customize controls easily in a no-code environment
  • Have all your controls under a single platform
  • Constantly assess your controls posture

Real-Time Transaction Review

  • See all your transactions and journal entries with anomalies detected by defined controls or AI
  • Quick investigation with contextual data and direct links to source transactions
  • Get notifications and alerts of critical findings
  • Automatic evidence logging for easy documentation
Real time transaction review 1
Work Paper Automation

Work-Paper Automation

  • Automatically generate work papers to ensure completeness and accuracy of relevant data
  • Out-of-the-box and customizable work papers for each business process
  • Detect anomalies within your work papers, automatically

Digital Audit Prep

  • Have all your data audit ready. All the time
  • Proactively identify and document anomalies
Financial Audit Automation


  • Collaborate seamlessly on findings with context specifically tailored to the event and control
  • Assign control owners and collaborate on remediation with your team

System Configuration Monitoring

  • Monitor information systems configuration changes
  • Create a complete configuration-changes audit log 
  • Surface anomalies to ensure changes adhere to the organization policies
System configuration monitoring


Seamlessly connect to your information systems with Safebooks’ out-of-the-box native integrations. No complex setups or implementation needed, so you can get started in minutes. Literally.

Safebooks integrations

Getting Started is Easier than You Think


Quick Demo


10 Minutes Implementation


Lasting Impact


A Gartner survey found that a staggering 18% of accountants make at least one financial error on a daily basis, with 59% making multiple mistakes every month! (Source: Gartner, 2024)

Safebooks AI revolutionizes financial data governance by ensuring financial accuracy, reliability, and credibility. Our automated, AI-powered, governance platform enables accurate strategic decision making and company growth.

Safebooks streamlines financial processes without compromising financial accuracy by leveraging AI to automate tasks such as data collection, reconciliation, and work-paper generation. We ensure accuracy through real-time anomaly detection, predictive analytics, and customizable internal controls.

Safebooks streamlines financial processes and increases financial accuracy and reliability. This not only provides finance teams with more time to focus on strategy and growth for a competitive advantage, but it provides them with comfort knowing that they can fully trust 100% of their data and make accurate decisions.