For Accounting & Finance Teams
Governed AI agents for audit prep, bank recs, and AP coding.
Deploy AI agents across Xero, QuickBooks, NetSuite, SAP, and Workday — with financial PII redacted before any external LLM sees it, GL write-paths gated by policy, and every action logged for the audit trail.
For Accounting & Finance Teams
Three accounting jobs, off your team's plate
The work that fills a finance team's month-end — and the work that breaks when an ungoverned agent touches the ledger. ContextGate makes it safe to automate.
Audit preparation
Gather supporting documents, cross-reference to the ledger, redact sensitive PII before the auditor sees the package — and log every retrieval for the workpapers.
Bank reconciliation
Match transactions across statements and the ledger, flag exceptions, surface unreconciled items by age — and post the reconciling entries for review, never blind.
AP invoice coding
Extract line items from PDF and email invoices, suggest GL codes from history, validate against the PO, route for approval — with a full chain of evidence.
Why ContextGate
Why finance leaders pick ContextGate
An AI agent with write access to the GL is one bad prompt away from a reopened period. ContextGate puts policy, redaction, and audit in front of every call.
Financial PII redacted
Bank account numbers, sort codes, NI/SSN, salaries, and payroll data are stripped before the prompt leaves your workspace. The model reasons over redacted records.
GL write-paths gated
Journal entries, ledger postings, and bulk corrections require explicit policy approval. Period-close locks are honoured. No agent posts a JE the controller didn't sign off on.
SOX-ready audit trail
Every agent action — which document, which fields, which GL account, which approver — logged with full request/response. Walk an auditor through the chain of evidence.
Finance tool sprawl, contained
Xero, QuickBooks, NetSuite, SAP, and Workday MCPs each ship hundreds of tools. Toolboxes only expose what each agent needs — prompt baselines drop to a fraction.
Get in Touch
Ready to govern your AI agents? Let us know about your use case and we'll help you get started.