AI Workflow Process
Watch how the agent breaks down and executes your request
1
Awaiting Request
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AI in finance starts with numbers you can trust
For CFOs and finance leaders. Most teams aren’t stuck on AI tools. They’re stuck on governance, scattered data and no spare time. Octane gets your finance data ready, then puts AI on top.
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Try our finance AI agents yourself. They prepare the work, and a person reviews before anything is final.
- 01Forecasting
- Close checklistIn progress
- Journals posted
- Reconciliations complete
- Intercompany eliminated
- Review and sign-offAwaiting you
02Period-end close - Journal entriesTriaged
- AccrualsMatched
- FX revaluationMatched
- Fixed assetsMatched
- PrepaymentsNeeds review
03Journal reconciliation - 04Financial reporting
Why finance teams are stuck on AI
Governance
Who approves what AI produces, and who owns it when it’s wrong?
Data not ready
An ERP, a planning tool and dozens of spreadsheets, each with its own truth.
No capacity
Teams are flat out, with no spare weeks to learn, pilot and scale AI.
Confidently wrong
A well-written answer that isn’t true.
Not repeatable
Same question, two different answers.
Data leaves the building
Paste it in, and you lose control of it.
Nobody can trace it
If your auditor can’t follow it, you can’t use it.
What changes with Octane
- 1
One source of truth
Or does month end go on reconciling spreadsheets?
- 2
Integrated planning
Pull a lever in sales. Do you see inventory, cash and headcount move?
- 3
Every number traceable
Right-click a figure. Who changed it, when, from where?