Enterprise finance automation platform Safebooks has launched its enterprise finance automation suite, bringing Safebooks Close Automation, Safebooks Finance Operations, and Safebooks Audit & SOX Compliance together on one platform.
Powered by the Safebooks Financial Data Graph, the suite helps finance teams reduce manual work, accelerate the close, and maintain traceable evidence across financial processes.
With the enterprise finance automation suite, AI agents work across existing systems to prepare reconciliations, validate transactions, investigate differences, and assemble supporting workpapers. Finance teams review exceptions and retain control over judgments and approvals.
“The same transaction gets investigated in daily operations, reconciled at month-end, and pulled again for audit, and each time someone starts from scratch. A shared financial foundation changes that. Agents handle the repetitive preparation, the evidence stays linked to the source, and finance teams keep ownership of every judgment and approval,” Safebooks CEO Guy Bar-Gil said in a statement.
The three connected solutions include:
- Safebooks Close Automation brings close management and automation together. Teams can manage tasks, owners, and deadlines while AI agents prepare reconciliations, validations, and supporting workpapers. Source-linked evidence and exception review help reduce the manual effort behind the close and move work through sign-off faster.
- Safebooks Finance Operations automates recurring processes across applications, including order management, collections, cash application, invoice reconciliation, and transaction validation. By connecting payments, invoices, contracts, and system records, teams can identify and resolve discrepancies throughout the month, reducing the work that accumulates at close.
- Safebooks Audit & SOX Compliance automates control checks and evidence preparation. Configured checks can cover the complete transaction population in scope rather than relying on samples for those checks. Findings remain linked to source records and testing rules, while control owners retain responsibility for review and conclusions.
The Financial Data Graph connects financial data, documents, policies, and controls across a company’s technology stack. This shared context enables agents to execute configured workflows and gives reviewers a traceable basis for assessing the results.
More information can be found here.
Photo caption: Safebooks CEO Guy Bar-Gil
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