Pack 01 / Finance

Finance with AI,ledger to forecast.

We deploy the skills, agents, and review-loops that compress your close, automate AP triage, and let your FP&A team explain variance in minutes, not days. Your chart of accounts. Your approval matrix. Your audit trail.

Book a call
first deploy≤ 30 days
roi window60–90 days
complianceCNBV · SOC 2
maintenancemonthly evals
stackyour ERP · your LLM
01Process Map

Every step, from intake to outcome.

We map your function, then deploy where the leverage is. The map below is the production pattern, not a workshop sketch.

01Close02AP / AR03Forecasting04FP&A05Audit
02What We Deploy

Skills, agents, templates.

Three deliverable kinds, each scoped to your data and your tools. Setup is a one-time build. Maintenance is monthly, by us.

Skills
Invoice Triage · Variance Explainer · Close Copilot · Forecast Assistant
Setup + Maintenance
Agents
AP Routing Agent · Reconciliation Agent · Forecast Review Agent
Setup + Maintenance
Templates
Chart-of-accounts-aware prompts · SOX-aligned audit logs
Setup
03Live Walkthrough
AP TRIAGE / RUN 2026.04.28Cycle 04LIVE
INVOICE QUEUE
01MEXMAR LOGÍSTICAGL · 6520$48,200Approved
02PAPELERA NORTEGL · 6310$1,420Approved
03CONSULTORÍA MIROGL · 6210$32,000Pending CFO
04COMPAÑÍA NÓMADAGL · 5320$185,400Routing
05VITTORE & PARTNERSGL · 6210$9,750Review
APPROVAL ROUTEBand B · ≥ $20K MXN
ManagerControllerCFOERP
VARIANCE / Q1
JanFebMar
Marketing +18% over plan

AP Triage Agent, mid-cycle.

A mid-sized manufacturer, three approvers, one ERP destination. The agent reads the invoice, infers the GL code from history, applies the approval matrix, and writes back to your ERP. Every decision is logged with the prompt, the model, and the version.

  1. 01Invoice ingested from email or vendor portal. The agent parses the PDF, OCRs handwritten amounts where needed, and normalizes vendor identifiers.
  2. 02GL code inferred from the last 90 days of similar invoices. Confidence below threshold escalates to a human reviewer; never silently.
  3. 03Approval routed by amount band and cost-center owner. Posted to the ERP only after sign-off, with a cryptographic receipt.
04Onboarding Journey

From kickoff to monthly maintenance.

Six weeks to production, then continuous coverage. The same motion every time, run inside your stack.

Week 1–2

Diagnostic + process audit

Week 3–4

Skill/agent build + integration

Week 5–6

Pilot with real workflows + evals

Ongoing

Maintenance · drift monitoring

05Outcomes

What you can expect to measure.

Quantified outcomes from comparable deployments. Anonymized; conservative; tied to a specific 30-day window.

First deploy
≤ 30 days
ROI window
60–90 days
Maintenance
Monthly evals
Compliance
CNBV · SOC 2
06Compliance
CNBV-readySOX-alignedSOC 2LFPDPPP

Banking and financial services regulators do not accept 'the model said so.' Every Provex Finance deploy carries a CNBV-ready audit trail, SOX-aligned change controls on prompts and models, and SOC 2 Type II evidence for every agent run. Audit isn't a Q4 scramble; it's an export.

07Pack FAQ

Pack-specific questions, answered.

If yours isn't here, the Workshop Offering covers it, or talk to a Forward Engineer directly.

We integrate with the major ERPs in LatAm (SAP, Oracle, Microsoft Dynamics, Aspel, Contpaqi, Bind) and we support custom APIs on top. The Finance pack ships with adapters; integration usually takes 5 to 10 days during the build phase.
We don't replace your close. We compress it. The Close Copilot prepares journal entries, the Variance Explainer pre-writes the FP&A commentary, and the Reconciliation Agent flags exceptions for human review. The accountant signs every entry; the agent does the legwork.
Every prompt, every model output, every approval is logged with timestamps and version numbers. CNBV-ready audit exports are part of the Setup, not an add-on. We have shipped this in three Tier-2 LatAm banking environments.
08Get Started

Ready to deploy this pack?

Two ways in. A 2-week Pack Diagnostic, or the Workshop Offering for the upskilling-first path.

Book a call
Typical first deployment ≤ 30 days · SLA-backed maintenance · stack-agnostic · LatAm-compliant