Department · Finance

Automate finance without weakening financial controls

Govern agents that touch payments, financial records, forecasts, and approvals.

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The problem

Finance agents can reconcile accounts, process invoices, prepare forecasts, and initiate payments. But the same access that makes these workflows useful can also bypass spending limits, separation of duties, or approval chains.

Traditional role-based access often grants broad capabilities to the integration. It does not determine whether a particular agent should perform a particular financial action for a particular employee.

Agentic Fabriq checks every transaction against your rules as it happens.

The stakes

Why this is hard today

  1. 01Your AP automation signs in with a credential that can do everything in the ERP — enter invoices, change vendor details, release payments — when the task needs exactly one of those.
  2. 02Spending limits and approval chains live in process docs and prompts; nothing actually stops an agent from going past them.
  3. 03One automated identity can enter an invoice, initiate the payment, and approve it — separation of duties on paper only.
  4. 04A convincing fake invoice or a swapped bank detail can ride the whole flow through without a person ever looking.
Capabilities

How Fabriq helps finance teams

Enforce spending and approval limits by user, role, department, vendor, and transaction amount.Limits resolve per transaction from who is asking and what they are buying — not from a single ceiling shared by the whole integration.
Separate invoice creation, payment initiation, and payment approval.Each step runs under distinct authority, so no agent — or the person who deployed it — can carry a payment from entry to release alone.
Restrict agents to approved accounts, entities, cost centers, and counterparties.Allow-lists are enforced at the action layer; an unfamiliar counterparty or off-books entity fails before money moves.
Require supporting documentation before an action can proceed.Policy can demand the PO, contract, or receipt is attached and matched before the transaction posts.
Prevent duplicate, unusual, or out-of-policy transactions.Transaction-aware checks catch a second posting of the same invoice or an amount outside pattern before it executes.
Add approval for high-value or irreversible actions.The dollar threshold is policy, not a prompt instruction — above it, the action holds for a controller every time.
Trace financial actions back to the request, data, agent, and approver.Every posted transaction carries its full lineage, so reconciliation questions end at the record instead of an email thread.
In practice

Example workflows

approval: human approval

An accounts-payable agent that can enter invoices but not approve payment.

Entry and approval are separated structurally; the agent’s authority ends at the draft bill no matter what an invoice or prompt says.

approval: human approval

A procurement agent that can purchase from approved vendors below an employee’s limit.

The employee’s own purchasing limit applies to each order, and off-list vendors route to a person automatically.

approval: human approval

A close-management agent with read access to ledgers and controlled posting authority.

Ledger reads are unrestricted for the close, while posting authority stays behind explicit, per-entry approval.

scope: scoped access

A forecasting agent that can analyze payroll data without exposing individual compensation.

Aggregate analysis is permitted while individual compensation records stay outside the agent’s readable scope.

Business value

More finance automation while retaining spending controls, separation of duties, and accountable approvals.

Questions

Common questions

Related solutions

Financial Services →Banking →Operations →