Financial Automation
Financial automation software for the work between the bank and the board pack
NanoFora automates the finance workflow end to end — capture, normalization, reconciliation, reporting, audit and alerting — while keeping approvals, permissions and an immutable log around every automated step.
Finance teams automate tools, not workflows
Most finance stacks automate isolated steps and leave the joins to people. Data is exported from one system, cleaned in a spreadsheet, and imported into another. Each handoff is a place for an error to enter and a control to be lost.
How it works
- 1
Automate the intake
Documents and feeds arrive, get parsed, deduplicated and normalized without manual preparation.
- 2
Automate the checks
Recurring audits look for anomalies, duplicates and missing documents against your materiality settings.
- 3
Automate the output
Reports, forecasts and alerts are generated and delivered on your schedule.
Capabilities
Workflow-level automation
One pipeline from document to report instead of disconnected steps.
Role-based approvals
Eight-role permission matrix controls who can approve what.
Immutable audit logging
Every automated and human action is recorded and attributable.
Recurring AI audits
Scheduled anomaly, duplicate and exception detection.
Proactive alerts
Threshold and trend alerts routed by workspace notification preferences.
Agent and API access
MCP tools and server endpoints for connecting your own automations.
Where teams use it
- Removing spreadsheet handoffs from the close process
- Enforcing approval before automated entries count
- Running continuous controls instead of an annual review
- Connecting finance data to your own internal tooling
Questions
- Does automation reduce control?
- The opposite. Automated steps are logged, permissioned and reviewable, which manual spreadsheet work rarely is.
- Can we automate only part of the workflow?
- Yes. Each stage — capture, categorization, reporting, audit, alerting — can be adopted independently.
- Is there an API?
- Yes. NanoFora exposes rate-limited, audited agent tools and endpoints for programmatic access.
Related solutions
AI Finance Agent
An AI finance agent that analyzes, audits and forecasts inside your workspace, with role-based permissions, usage quotas and a full audit log of every action.
AI Accounting Software
NanoFora reads your ledgers, statements and invoices, categorizes transactions and answers accounting questions in plain language with traceable sources.
AI Accountant
Ask an AI accountant about your own ledgers, spend and cash position. NanoFora answers in plain language and shows the transactions behind every number.
AI CFO
NanoFora acts as an AI CFO: runway, margin, scenario planning and board-ready analysis built on your own financial data, with every conclusion traceable.
Free finance calculators
Put financial automation software to work on your own numbers
Create a workspace, connect your data and ask the first question in minutes.
NanoFora provides AI-generated financial analysis for informational purposes and does not constitute regulated investment, tax or legal advice.