ValuevadeTraceable inputs
Agree the approved sources and how outputs reference the evidence used.
VALUEVADE / AI AGENTS
AI does the first pass.
People make the call.
Purpose-built finance workflows for FP&A, bookkeeping and Excel governance. Start with one task, define the checks, and scope an implementation around your team.
01 / PURPOSE-BUILT AI AGENTS
Automate the first pass.
Elevate the final call.
Valuevade-built workflow implementations, scoped to your processes and review requirements. Availability and capabilities are confirmed in your proposal.
02 / INSIDE THE WORKFLOW
Deep FP&A
Source → assist → approve.
A process, not a promise of autonomy.
ILLUSTRATIVE AGENT WORKFLOW · HUMAN JUDGEMENT AT THE CENTRE
INPUTS
Approved budget and actuals, account mappings, business-driver assumptions.
AI-ASSISTED WORK
Compare periods, isolate variances and draft driver-based explanations for your team to review.
REVIEWABLE OUTPUT
An exception-led variance brief and scenario narrative, tied back to the source inputs.
HUMAN OWNER
Your finance owner validates the drivers, assumptions and final forecast.
Illustrative case: revenue is ahead of plan while operating cash flow lags. The workflow flags receivables and working-capital movements for investigation.
03 / FROM USE CASE TO WORKING PROCESS
Prove the workflow.
Then expand it.
Start with a well-defined task. Agree what good looks like before extending automation.
- 01
Scope
Map the task, approved inputs, reviewers and boundaries. Define what the agent must never do.
- 02
Design
Agree the workflow, output format, data access and acceptance checks for the implementation.
- 03
Validate
Evaluate source accuracy, exception handling and review effort on an agreed sample set.
- 04
Roll out
Confirm access, monitoring, ownership and handover before use in your operational workflow.
04 / CONTROL IS NOT OPTIONAL
Speed needs
a system of checks.
These are implementation requirements to agree with your team, not claims about integrations already connected to your systems.
Explicit approvals
Decide who reviews the work and what must be approved before any downstream action.
Defined boundaries
Agree access controls, retention, provider terms and escalation routes before sharing business data.
No autonomous investment decisions or unreviewed financial postings.
PREFER TO BUILD IT YOURSELF?
Build the capability
inside your own team.
Our enterprise course covers workflow design, prompt structure, source verification and human review. Choose training when your goal is to develop your people—not commission an implementation.
BEFORE WE TALK
A few important details.
Clear scope. Informed decisions.
YOUR WORKFLOW. YOUR SCOPE.
Start with one useful workflow.
A tailored implementation proposal.
Not a training-seat price.
AI AGENT IMPLEMENTATION
Scoped to the work.
Not the seat count.
A useful proposal starts with your process, data sources and review requirements.
01 / The task and the output you need
02 / Your current files, tools and systems
03 / Review responsibilities and access boundaries
04 / Validation, rollout and support expectations
Implementation availability, deliverables and costs are confirmed in your proposal. No payment is collected here.
people
1 person1,000 people
- Agreed workflow and acceptance criteria
- Clear implementation responsibilities
- Human review and governance
Let’s talk outcomes.
Tell us what your team needs to do better.