AI agents for finance are named AI workers that take on defined jobs for the team, such as fp&a analyst, controller, accountant work. On OrgLogic, each agent combines domain Skills, scoped access to your systems, and grounding in your company's knowledge, so output reflects how your team actually works.

8 prebuilt templates today, including FP&A Analyst, Controller, Accountant, AP Specialist, AR Specialist, and more. Each ships with Skills, a working workflow, approval gates, and conversation starters, and can be customized without code.

Through connectors: SAP, Google Sheets, Slack, Google Drive, Gmail today, plus any system with a REST API through custom connectors. Admins scope read and write access per agent per connection and can revoke it in seconds.

Governance is on by default on every plan, including Free. BYOK means your prompts and data flow directly to model providers on your own API keys, OrgLogic never sees them. Every agent action lands in a searchable, exportable audit trail, PII redaction runs before anything reaches a model, and admins scope what each agent can read or write per connector. OrgLogic is SOC 2 Type II and ISO 27001 certified.