Finance
Turn your finance processes into AI agents
Nanonets converts your AP policies, approval matrices, GL rules, and vendor knowledge into AI agents that run your finance processes — from invoice to close.
NanonetsAccounts payable
This week- 1120total invoices
- 64need approvals
- 37exceptions
- 91%auto-processed
- INV-88412Meridian Freight$12,400Posted
- INV-88530Corex Materials$64,900Matching
- INV-88604Halston Print Co.$8,120Held
- INV-88771Arden Logistics$18,200Approval
- INV-88802Novy Office Supply$2,340Posted
Used by 35% of the Fortune 500 and 10,000+ enterprises
Top finance teams
put Nanonets to work on:
- Accruals & prepaids
- Cash-flow forecasting
- Duplicate detection
- Accounts payable
- Accounts receivable
- Bank reconciliation
- Invoice processing
- Three-way matching
- Collections & dunning
- Credit approvals
- Expense policy checks
- Month-end close tasks
- Revenue recognition
- Vendor onboarding
- Audit evidence pulls
- Payment runs
- Cash application
Turn a finance policy into a working agent — in one upload.
Import the credit policy, AP procedure, or close checklist your controllers maintain. Nanonets reads it, builds the agent, and shows which clause produced each rule.
- 01Import process docsDrop in the credit policy, close checklist, or AP procedure your team already maintains — PDF, DOCX, scans.
- 02Agent auto-builtNanonets parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.
- 03Review, approve, runEvery learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.
Revenue policy says §7.1
“…extended terms beyond net-60 may be granted only where the customer's aggregate exposure remains within the approved credit limit; any exception requires written approval from the CFO…”
Nanonets extracts rule
If requested terms exceed net-60 and exposure is over the credit limit, require written CFO approval before quoting.
Help agents solve the most complex problems with context graphs.
A customer wants net-90 terms on a renewal for an entity with two subsidiaries, sitting $1.2M above their credit limit, and three past invoices went to collections — can we sign it?
One question. Five kinds of context, each in a different system — the contract doesn't know the exposure, and the ERP doesn't know the policy.
How the Context Graph works →Credit & terms policy
Policy context ➔ Which terms are allowed?
Net-90 needs CFO sign-off above $1M
ERP / CRM
System-of-record context ➔ Which entity is this?
Acme Inc · 2 subsidiaries, one master agreement
Open AR & credit limits
Computed context ➔ How far over the limit?
$1.2M over · total exposure $3.4M
Email & collections notes
Conversation context ➔ What's the payment history?
3 invoices to collections since FY23
Close & approval SOP
SOP context ➔ Who approves, in what order?
Controller → CFO · logged with the quote
How it works
Ingest. Code. Route. Post. The agent closes the queue, and escalates when it should.
NanonetsNanonetsNanonetsNanonetsAgents used by finance teams
35% of Fortune 500 and 10,000+ companies use Nanonets
Customer story · Roche
“The time savings have been significant. We've gone from spending hours each day on purchase orders to minutes — with no expired products slipping through.”
- Per document
- 10 min → 30 sec
- Zero-touch processing
- 75% of files
- Team hours per month
- 40 → under 5
- Extraction accuracy
- ~60% → 95%
Teams using Nanonets see
- 95%Straight-through processing
- 80%Reduction in associated costs
- 15×Quicker turnaround times
Built for how modern
enterprises work.
Nanonets meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.
- SSO & SCIM
- SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
- Role-based access
- Full RBAC and fine-grained access control across orgs, workspaces, agents.
- Audit logs
- Every agent run, approval, and data access is recorded, and streams to your SIEM.
- Private deployment
- VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
- Data residency
- Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
- Human-in-the-loop
- Configure approval gates to route edge cases to Slack, Teams, or email for review.
- Encryption at rest & in transit
- AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
- Usage quotas & rate limits
- Per-team budgets and API quotas with real-time cost dashboards. No surprises.
Security built in, not bolted on.
Your data and your company brain never leave your boundary. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.
Held and current — not roadmap targets.
SOC 2 Type IIOngoing security controls
GDPREU data protection
ISO 27001Global ISMS standard
HIPAABAA on enterprise plansSee it run on your process.
From AI-native hypergrowth companies to Fortune 500 enterprises,
Nanonets automates business processes so teams can focus on what matters.