Marshal builds and runs managed AI agents for finance that reconcile activity, chase overdue invoices, relay data between your ledger and everything around it, and stage your close and reporting packs. Built on the tools you already use. Governed by the rules you set.
Managed AI Ops for founder-led businesses that need clean numbers without more headcount.
/ MORE THAN A FEATURE IN YOUR ACCOUNTING SOFTWARE
An AI Agent for Finance is a production system that handles the repeatable work of the finance function: reconciliation, receivables follow-up, data relay between systems, close preparation, and recurring reporting.
A smart feature inside one tool. It suggests categories. You still review everything, every day, and it stops at that tool's walls.
Knows the workflow end to end. What to match, what to chase, what to stage for approval, what to park for a human, and what to log so your accountant can trace every entry back to its source. Marshal builds the useful version.
The agent preps the close on schedule: reconciles bank and card activity, matches deposits and payouts, flags undeposited funds and clearing-account drift, and stages a close package your accountant can review and sign off on. The month-end scramble becomes a review, not a rebuild.
A current cash position without the spreadsheet ritual. The agent assembles balances and scheduled inflows and outflows, follows up on the receivables that actually move the number, and surfaces anything unusual as an exception for a human decision.
The recurring reporting pack, built on schedule: actuals from the ledger, pipeline from the CRM, variance notes drafted for your review. The Monday numbers arrive without anyone spending Sunday building them.
Approval thresholds, exception queues, audit trails, and human review on anything that posts, pays, or leaves the building. Controls first, autonomy second. That order never flips.
/ WHAT OUR FINANCE AGENTS CAN DO
Encode your policies, your chart of accounts, and your close discipline into agents that run on schedule, on demand, and inside your approval rules.
Builds the recurring reporting pack: actuals, variances, and draft commentary staged for review.
04.2 TREASURYLIVEAssembles the daily cash position and queues the exceptions that need a decision.
04.3 CONTROLLERLIVEPreps reconciliations and stages the close package on schedule.
04.4 TAXLIVEKeeps the tax package staged and current so filings never start from a shoebox.
04.5 CAPITAL_ALLOCLIVEFrames capital decisions with comparable, decision-ready analysis.
04.6 INTERNAL_AUDITLIVEMonitors control exceptions and routes them to human review.
/ FULLY INTEGRATES INTO YOUR SYSTEMS
No migration. No new general ledger. No retraining your team. Marshal connects to your accounting software, bank and card feeds, billing and payment processors, payroll exports, spreadsheets, inbox, and CRM, and executes the relay work between them. The work that used to mean copying numbers from one screen into another now just happens, with a clear boundary between what runs automatically and what waits for a human.
Start today for free →Finance runs on controls. So does Marshal. Every agent ships with governance built in, not bolted on: nothing posts, pays, or sends without passing the gates you define.
A journal entry above your threshold? A payment run? A collections email to your biggest account? It pauses and waits for one click from a human. You set the thresholds. The agent respects them every time, no exceptions.
An unmatched deposit. An invoice that looks like a duplicate. A vendor whose banking details just changed. Anything ambiguous gets parked for human review with full context, never guessed at. In finance, guessing is not a control.
Every entry, match, and message is logged with its source. When your accountant asks why that transaction was coded that way, there is a receipt: which rule applied, which document backed it, who approved it, and when.
The agent works from your chart of accounts, your categorization history, your credit and dunning rules, and your no-go list. It will not invent a number, guess a code, or move money outside the lanes you draw.
Marshal carries the work. You hold the approvals and the rules.
/ WHY TEAMS CHOOSE MARSHAL
We do not build the agent and hand you a second job. Marshal runs the system in production and keeps it working, month six included.
Your ledger, bank feeds, billing tools, and spreadsheets stay in place. Marshal adds the agentic layer.
Approval thresholds, exception queues, and human review are part of the architecture, not an add-on.
Marshal builds, tests, and deploys inside your environment, on our dime. You watch it execute your real work.
You subscribe only after a verified 45-day pilot. Nothing bills until you have seen it work.
You can wire the automations yourself. You can babysit the AI features inside your accounting software. Or you can hire the operator.
| Comparison point | Build it yourself | AI features in your tools | Marshal, Managed AI Ops |
|---|---|---|---|
| What you get | A stack of automations you maintain | Smart suggestions inside one tool | A working finance agent, run for you |
| Who builds it | You, or a contractor | The vendor, generically | Marshal, custom to your stack and policies |
| Scope | Whatever you have time to wire | Stops at that tool's walls | The whole workflow, across systems |
| Who reviews it daily | You | You | Marshal, with you on approval |
| Who fixes it when a feed or API breaks | You | You | Marshal |
| What you pay before it works | Build cost plus your time | Subscription from day one | $0. Value gets proven first. |
| Who is accountable | You | Nobody, really | Marshal |
/ YOU ALREADY BUY THIS WAY
You do not run your own payroll engine. You do not host your own email. You hand year-end to a CPA. Not because you could not do those things, but because some work belongs with a specialist who is accountable for it. The recurring machine-work of finance is next: the reconciling, the chasing, the relaying, the report-building. Managed AI Ops applies the purchasing pattern you already trust to the work your team still does by hand.
/ HOW TO GET STARTED
You evaluate spend on risk for a living, so evaluate this: Marshal carries the build cost, the agent runs on your real books for a 45-day pilot, and nothing bills until you have verified the work across full cycles. Marshal carries the work and the risk. You hold the approvals and the decision.
A working session to map your finance workflows and find the highest-leverage one: close prep, the receivables chase, the daily cash position, the Monday reporting pack. We define a measurable target. You leave with the blueprint. Or just pick the task you dread and we will kill that first.
Marshal designs, builds, and deploys a working agent into your environment, on your stack, under your thresholds and your gates. All on our dime.
The agent runs on your real transactions over real cycles, including a full close. You review staged entries, sent reminders, and finished packs, not a demo. Your team keeps full control the entire time.
Verify performance against the target and roll into a flat monthly managed tier. Anything less, and we part ways as friends, with your books no worse than we found them.
No. It clears the mechanical layer: the matching, chasing, relaying, and staging. Your bookkeeper reviews instead of keys. Your accountant opens clean, traceable books instead of a cleanup project. Judgment stays human, and every entry carries a receipt they can follow.
Only inside boundaries you define, and most engagements start tighter than that: the agent stages entries and drafts communications, and humans approve. Payment actions always sit behind approval thresholds you set. Autonomy expands only after performance is verified, and only as far as you allow.
Yes. Your ledger and bank data stay where they live. Agents reach those systems through credentials you control and can revoke at any time, take only the specific action the workflow calls for, and log every step in an audit trail. Everything runs with least-privilege access and encryption in transit and at rest. Your data is never used to train AI models, ours or anyone else's.
No, but we need to know what can be trusted. Part of the build is identifying reliable sources, fixing the critical gaps, and preventing bad data from becoming bad entries. If the books are behind, the first workflow often includes catching them up.
The ones you already use. Typical systems include accounting software, bank and card feeds, billing and payment processors, payroll exports, spreadsheets, documents, inbox, CRM, and team chat. If a workflow eats hours every week and runs on tools with an API, it is a candidate.
One specific, measurable workflow: overdue-invoice follow-up, close preparation, the daily cash position, or the recurring reporting pack. The best first pick is usually the one somebody on your team quietly dreads.
It routes the item to an exception queue or a human reviewer with full context. In finance, guessing is not a control.
Nothing upfront. We define a measurable outcome together, then Marshal builds, tests, and deploys a custom agent into your environment on our dime. You watch it run over a 45-day pilot to confirm it performs across real cycles, including a close. You subscribe only after you have seen it work, and the engagement settles into a flat monthly managed-service tier. You are paying for a proven system that we run, not a meter that bills from the first transaction.
>>> START THE PILOT