100× faster reconciliation
AI agents match invoices to payment processor payouts, bank deposits, and ledger entries continuously across thousands of daily transactions. Month-end drops from weeks of cleanup to days of review.
Finance Ops
Close books 10× faster. Catch every dollar of revenue leakage.
AI agents for invoice reconciliation, AP/AR automation, payment matching, revenue forecasting, and month-end close, running 24/7 across QuickBooks, NetSuite, Xero, Stripe, PayPal, your bank, and 3,000+ other systems.
Built on Myst
Watch Finance Ops reconcile invoices across banks and ledgers, end to end.
Outcomes finance teams measure
Finance Ops turns reconciliation, AP/AR, and close into continuous workflows instead of month-end fire drills. The numbers below are what teams see in the first quarter on the platform.
10× lower finance ops cost
3-way matching, partial-payment allocation, AP follow-up, AR collections, and exception routing run on autopilot. Your team stops being a data-entry shop and starts owning controls, cash strategy, and FP&A.
Zero revenue leakage
Missing payouts, duplicate invoices, processor fee miscalculations, tax mismatches, and cross-entity allocation errors get caught before they distort forecasts, audits, or board reporting.
What Finance Ops handles
Finance Ops is built around the work that breaks at scale: multi-processor reconciliation, partial-payment allocation, AP/AR follow-up, multi-entity close, and continuous forecasting.
Continuous 3-way reconciliation across every processor, bank, and ledger
Stripe payouts, Chase deposits, NetSuite invoices, and QuickBooks ledger entries settle on different timelines and rarely line up cleanly. Fask agents reconcile them in real time and surface only true exceptions, so finance stops chasing spreadsheets at month-end.
Partial payments, multi-entity, and multi-currency handled with full audit trails
Split deposits, mixed-currency settlements, intercompany allocations, processor fees, and chargeback offsets break manual matching. Agents distribute funds across entities, departments, and cost centers with policy-backed approvals and a complete audit history attached to every match.
One finance operating layer, not a stack of point tools
A2X handles Shopify accounting, Stripe Reporting handles processor data, Bill.com handles AP workflow, each leaves gaps. Finance Ops covers multi-processor reconciliation, bank matching, AP/AR, revenue forecasting, tax monitoring, and AI CFO insights in one operating layer connected to the tools you already use.
Why ERPs, RPA, and reconciliation tools can't do this
Today's accounting and ERP systems are filing cabinets. They record transactions; they don't reconcile them. RPA, point tools, and bolt-on copilots leave the hard work where it always was: spreadsheets, month-end fire drills, and exception inboxes.
RPA
UiPath, Automation Anywhere, Blue Prism, Microsoft Power Automate
Records clicks. Breaks the moment a bank portal, processor dashboard, or ERP screen layout changes. Can't reconcile across systems, only ferry data between them.
Reconciliation point tools
A2X, Bill.com, FloQast, BlackLine, Stax Bill, Tipalti
Each covers one slice: Shopify accounting, AP workflow, close checklists, or AP payments. The stack still leaves multi-processor and bank-level gaps, and humans still chase the exceptions.
ERP-native AI
NetSuite copilots, SAP Joule, Oracle Fusion AI, Workday AI, Microsoft Dynamics 365 Copilot
Bolt-on chat inside one ledger. Can summarize what's in the system but can't reach across processors, banks, and other ERPs to actually do the reconciliation work.
Front-office AI
Sierra, Decagon, Zendesk AI, Ada, Intercom Fin
Customer conversations only. Can't match a payout to an invoice, post to a journal, or chase a partial payment across entities.
Finance Ops is the autonomous execution layer across systems. Agents log in, reconcile, allocate, post, and escalate when unsure across processors, banks, ERPs, and tax engines.
Finance workflows automated
Each workflow runs as a monitored AI agent across your accounting, payment, banking, and ERP systems. Exceptions route to the right teammate; everything else is handled and logged.
| Workflow | What it does |
|---|---|
| 3-way invoice reconciliation | Match invoices to payment processor payouts, bank transactions, and accounting ledger entries. Flag missing, duplicate, delayed, or mismatched records continuously. |
| Partial payment matching | Resolve deposits, split payments, chargebacks, refunds, processor fees, and mixed-currency settlements against the correct invoice and account. |
| Accounts payable automation | Capture invoices from email, vendor portals, and accounting systems. Route approvals, prevent duplicate payments, and post clean entries back to the ledger. |
| Accounts receivable and collections | Track open invoices, match incoming payments, send follow-ups, escalate stuck accounts, and keep cash forecasts current. |
| Revenue forecasting and recognition | Forecast recognized revenue, cash receipts, processor settlement timing, and month-end exposure directly from live transaction data. |
| Global fund allocation | Distribute funds across entities, departments, cost centers, bank accounts, and regions with policy-backed approvals and audit history. |
| Tax and audit monitoring | Track VAT, sales tax, use tax, processor fees, journal entries, and filing signals so tax and audit issues surface before close, not after. |
| AI CFO insights | Summarize revenue leakage, cash risk, margin movement, anomalous spend, and recommended finance actions for leadership review. |
| Close coordination and team collaboration | Assign exceptions, request evidence, chase owners, record approvals, and keep shared close workspaces moving without manual status meetings. |
| And 100s more. Any routine workflow can be configured. | |
Finance analytics
- Revenue leakage monitor by processor, account, entity, and department
- 3-way reconciliation rate and unresolved exception aging
- Cash forecast, recognized revenue forecast, and processor settlement timing
- AP aging, AR aging, collections priority, and owner workload
- Tax, audit, journal entry, and close-risk watchlist
- AI CFO recommendations for cash, revenue, cost, and controls
Team workspaces
- Exception review queue for mismatches, duplicates, chargebacks, and missing deposits
- Shared close workspace with assignments, approvals, evidence, and agent notes
- Collections action center with recommended follow-ups and escalation paths
- Finance automation task board for recurring close, audit, tax, and reporting work
Works with your finance stack
Finance Ops connects directly to the accounting, payment, banking, and ERP systems you already run. Through Myst, the same agents reach 3,000+ supported apps via OAuth. No migration, no rip-and-replace.
Accounting & ERP
- QuickBooks Online
- QuickBooks Desktop
- NetSuite
- Xero
- Sage Intacct
- FreshBooks
- SAP S/4HANA
- Oracle ERP Cloud
- Microsoft Dynamics 365 Finance
- Workday Financials
- Acumatica
Payment processors
- Stripe
- PayPal
- Adyen
- Square
- Braintree
- Authorize.Net
- Checkout.com
- Worldpay
- Klarna
- Affirm
Banking & treasury
- Chase / JPMorgan
- Bank of America
- Wells Fargo
- Citibank
- HSBC
- Mercury
- Brex Treasury
- Plaid
- SWIFT / Fedwire / ACH
AP, spend & expense
- Bill.com
- Ramp
- Brex
- Tipalti
- Airbase
- Expensify
- SAP Concur
- Navan
Ecommerce & marketplaces
- Shopify
- Amazon Seller Central
- Amazon Vendor Central
- Walmart Marketplace
- eBay
- Etsy
- Wayfair
- BigCommerce
Tax, audit & compliance
- Avalara
- TaxJar
- Vertex
- Sovos
- AuditBoard
- FloQast
BI, data & comms
- Looker
- Tableau
- Power BI
- Snowflake
- BigQuery
- Gmail / Outlook
- Slack / Microsoft Teams
- DocuSign
3,000+ more via Myst
- Internal portals
- Custom ERP modules
- Partner platforms
- SFTP & file shares
- Custom databases
- Anything with an API or login
Common questions
How does Fask Finance Ops automate invoice reconciliation?+
AI agents connect to your accounting system, payment processors, and banks via OAuth. They continuously match invoices to processor payouts, bank deposits, and ledger entries, handling partial payments, processor fees, chargebacks, and multi-entity allocations automatically. Only true exceptions reach your team.
Which accounting and ERP systems does Finance Ops integrate with?+
QuickBooks Online and Desktop, NetSuite, Xero, Sage Intacct, FreshBooks, SAP S/4HANA, Oracle ERP Cloud, Microsoft Dynamics 365 Finance, Workday Financials, and Acumatica out of the box. Through Myst, the same agents reach 3,000+ apps across banking, payments, ecommerce, tax, BI, and internal systems.
How fast can we go live?+
Most finance teams have their first workflow running within a week. Authentication is OAuth. No custom integration project. Agents observe a few cycles of your real data, then start handling routine matches while routing low-confidence cases to your team for review.
Does Fask replace our accounting system or ERP?+
No. Finance Ops runs on top of your existing accounting, ERP, payment, and banking systems. There is no data migration and no platform switch, agents log into the tools you already use and keep them in sync.
How is Finance Ops different from A2X, Stripe Reporting, or Bill.com?+
Those tools each cover a slice: A2X handles Shopify-to-accounting, Stripe Reporting handles Stripe payouts, Bill.com handles AP workflow. Finance Ops covers the full picture: multi-processor reconciliation, bank matching, AP/AR, revenue forecasting, tax monitoring, and AI CFO insights across every system in one operating layer.
Is finance data handled securely?+
Yes. Fask runs in an enterprise security posture suitable for finance data, encrypted in transit and at rest, role-based access, full audit logging, SSO, and isolated credential storage. Sensitive data is never used for model training.
Can new finance workflows be added as we grow?+
Yes. The shipped workflow library is a starting point. New automations, close checklists, intercompany journals, custom revenue recognition, sales tax filings, FP&A reporting, can be configured in plain English on top of the same agent layer.
Start Finance Ops in Myst
Connect your accounting, payment, banking, and ERP systems in Myst to automate reconciliation, recover revenue leakage, sharpen forecasts, and give your finance team a shared AI-powered operating layer.