AI FINANCE WORKFORCE

Turn fragmented finance data into governed decisions.

Connect 200+ sources, ask in plain language, and get accurate, traceable answers. Zenalyst unifies ERP, CRM, HRMS, Excel and PDFs into one governed intelligence layer for modern CFOs.

One question.
A complete governed workflow.

From question to decision, Zenalyst orchestrates agents, data, calculations and approvals — all in one place.

  1. AskIn plain language
  2. RetrieveFrom 200+ connectors
  3. CalculateWith governed logic
  4. ValidateWith audit trail
  5. Take actionAcross your systems

Every source becomes usable financial context.

Connect ERP, CRM, HRMS, Excel, PDFs and more — with real-time sync, data governance and lineage.

  • Unified data model
  • Real-time sync
  • Governed access
  • Full audit trail

The right workforce assembles for every question.

Specialized AI agents collaborate to fetch data, run calculations, apply business rules and deliver trusted answers.

Data AgentFetches from 200+ sources
Compliance AgentApplies policies & checks
Your
question
Calculation AgentRuns models & scenarios
Action AgentExecutes across systems
  1. Query
  2. Plan
  3. Retrieve
  4. Calculate
  5. Validate
  6. Deliver

Retrieve, query and calculate in parallel.

Multiple agents work simultaneously across sources, running queries, models and validations to give you faster, more accurate answers.

What entities are driving the cash variance?
Data retrieved12 sources queried in parallel
CalculationsScenario models executed
ValidationVariance explained with supporting data

Ask in plain language.
Follow every answer to source.

Get clear answers with full traceability — see the data, logic and steps behind every insight.

What’s driving the increase in travel spend this quarter?
Sources (3)
  • ERP - AP Transactions
  • Corporate Card Statements
  • Travel Policy Document

Controls travel
with every request.

Policies, approvals, budgets and audit trails built into every workflow — so you move fast with confidence.

  • Policy compliance
  • Role-based access
  • Full audit trail
  • Real-time alerts
  1. Request submitted
  2. Policy check
  3. Budget validation
  4. Manager approval
  5. Auto-booking & execution
  6. Audit recorded

Dashboards are generated when the decision needs one.

Get visual dashboards automatically — tailored to your question, with the right metrics, filters and drill-downs.

Travel Spend
Total Spend
₹18.9Cr
Transactions
3,421
Policy Violations
7
Avg. Cost per Trip
₹24,600
Spend by Category
  • Flights42%
  • Hotels28%
  • Meals14%
  • Cabs10%
  • Others6%

Built as layers.
Operates as one platform.

A modular architecture that unifies data, agents, governance and actions — so you can scale across use cases and teams.

  • Interface layerChat, dashboards, workflows
  • Agent layerDomain-specific AI agents
  • Context layerUnified data model, business logic, governance
  • Connection layer200+ pre-built connectors
  • Action layerExecute across ERP, CRM, HRMS and more

Agents run the workflow.
People retain authority.

AI agents execute the work, while finance teams set policies, review exceptions and make the final call.

Needs review (3)ApprovedRejected
Singapore Trip - Q2₹1,24,000Policy exception
Vendor Payment - ABC₹18,50,000High value
Travel Policy UpdatePolicy changeNeeds approval

One governed intelligence layer for every finance workflow.

Unify your data. Empower your teams. Make better decisions.

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