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Finance & accounting

A faster close, with a person still approving.

Aegis connects to your business systems, such as QAD, D365, Sage 50 or QuickBooks, so you can ask about receivables in plain English, and the Invoice Agent prepares postings for review.

In practice

Questions your team can ask.

Faster close and less manual entry, with a person still approving.

“Show AR over 60 days by customer”

  • Invoice capture and proposed postings

Why Aegis fits

The features that matter most here.

All of it runs on dedicated hardware, at your site or in the Aegis private cloud, with nothing sent to a public AI service.

  • Plain-English questions over live business systems

    Turns a question into a query against your business systems (any system with a database or an API, such as QAD, D365, Sage 50 or QuickBooks), runs it, and explains the result.

    Why it mattersManagers get answers in seconds without waiting on IT or building a report.

  • Invoice Agent

    Reads supplier invoices (PDF or scan), checks them against their own totals, and proposes the accounting entry for review.

    Why it mattersCuts manual data entry. A person approves before anything is posted.

  • Dashboards and scheduled reports

    Live metric dashboards, plus reports delivered on a schedule.

    Why it mattersRoutine reporting runs itself.

  • Role-based access control

    Users see only the departments, documents and data their role allows.

    Why it mattersThe warehouse doesn't see payroll; sales doesn't see margins.

  • Append-only audit log

    Records every question and answer with the user, the time, and the documents and data sources used. Entries can't be edited or deleted, and tampering is detectable.

    Why it mattersGives auditors a complete, trustworthy record.

Other industries

Ready to hear your data answer back?

See Aegis answer real questions in a live demo, and talk through on-premises or private cloud for your team.

Or call +1 (833) 615-5566