# Finance Agent Index

> Financial workflows, products and controls for AI agents

Read-only editorial reference. Examples and calculations are illustrative, not authorization to transact. Product affiliations and source limitations are disclosed in the guides.

## Agent access

- [MCP endpoint](https://financeagentindex.com/mcp): public read-only Streamable HTTP; tools `search_guides` and `get_guide`.
- [Search index](https://financeagentindex.com/search.json): titles, descriptions, canonical URLs and Markdown resources.
- [Full text](https://financeagentindex.com/llms-full.txt): the same published guide content.
- [Editorial method](https://financeagentindex.com/methodology/).

## Guides

- [AI Agents in Finance: Use Cases, Products and Controls](https://financeagentindex.com/markdown/FI01.md): Explore AI agents for accounting, banking, payables, reconciliation and treasury. Compare financial workflows, product evidence and controls.
- [AI Agents in Banking: Operational Use Cases and Limits](https://financeagentindex.com/markdown/FI02.md): Evaluate AI banking agents by financial task, data access and execution authority. Separate operational workflows from customer support.
- [AI Accounting Agents: Workflows, Products and Review Controls](https://financeagentindex.com/markdown/FI03.md): Map AI accounting agent workflows and human review requirements. Find product comparisons, bookkeeping guides and evidence-based pilot criteria.
- [AI Agents for Accounts Payable: Invoice to Approved Payment](https://financeagentindex.com/markdown/FI04.md): Plan an accounts payable agent from invoice capture to approved payment. Review ERP integration, supplier changes and exception handling.
- [AI Agent Payment Reconciliation: Data, Matching and Exceptions](https://financeagentindex.com/markdown/FI05.md): Plan AI payment reconciliation across settlement, bank and accounting records. Define matching rules, exceptions and financial outcome checks.
- [AI Agents in Treasury: Cash Visibility, Controls and Execution](https://financeagentindex.com/markdown/FI06.md): Evaluate treasury agents for cash visibility, forecasting and authorized actions. Review bank data, approval boundaries and pilot criteria.
- [Financial Controls for AI Agents: Access, Approvals and Evidence](https://financeagentindex.com/markdown/FI07.md): Set financial controls for AI agents: least privilege, approvals, spending boundaries and auditable evidence. Prepare a bounded pilot.
- [AI Agents for Business Banking: Payments, Access and Oversight](https://financeagentindex.com/markdown/FI08.md): Define a business banking workflow for an AI agent. Check account access, beneficiaries, payment approvals and operational evidence.
- [AI Bookkeeping Agents: Transactions, Review and Exceptions](https://financeagentindex.com/markdown/FI09.md): Test an AI bookkeeping agent on transactions, proposed entries and review queues. Handle duplicates, corrections and traceable evidence.
- [AI Invoice Processing Agents: From Document to Approved Payment](https://financeagentindex.com/markdown/FI10.md): Map invoice processing from document validation to approved payment. Review supplier checks, matching, exceptions and audit evidence.
- [AI Invoice and Payment Matching Agents: A Worked Example](https://financeagentindex.com/markdown/FI11.md): Work through invoice and payment matching with partial payments, fees and ambiguous cases. Export explainable matches and exception reasons.
- [AI Agents for Cash Management: Visibility, Forecasting and Approval](https://financeagentindex.com/markdown/FI12.md): Evaluate cash management agents for fresh balances, forecasts and approved actions. Use a worked cash calendar and control checklist.
- [AI Agent Audit Trails in Finance: What to Log and Review](https://financeagentindex.com/markdown/FI13.md): Build an audit trail for financial agent actions. Connect authority, approval and execution records without exposing sensitive data.
- [AI Accounting Agents Compared: Workflows, Integrations and Controls](https://financeagentindex.com/markdown/FI14.md): Compare AI accounting agents by workflows, integrations and review controls. Check product evidence and prepare a reproducible pilot.
- [Basis AI Accounting: Workflows, Integrations and Evidence](https://financeagentindex.com/markdown/FI15.md): Review Basis AI accounting workflows, integrations and evidence. Prepare demo questions and compare the product with accounting alternatives.
- [Dext AI Assist: Bookkeeping Agent Capabilities and Limits](https://financeagentindex.com/markdown/FI16.md): Review Dext AI Assist bookkeeping capabilities, availability and human review. Use official documentation to define a limited product test.
- [Finance AI Agent Control Checklist](https://financeagentindex.com/markdown/FI17.md): Check the controls needed before an AI agent handles a financial workflow. Export missing approvals, evidence requirements and pilot criteria.
- [About Finance Agent Index](https://financeagentindex.com/markdown/FI18.md): Learn who publishes Finance Agent Index, our focus on accounting, banking and financial operations, and how we disclose product relationships and handle corrections.
- [How Finance Agent Index Evaluates Products and Evidence](https://financeagentindex.com/markdown/FI19.md): See how Finance Agent Index checks accounting, banking and financial operations, records evidence and limitations, and separates documented claims from hands-on results.