Agents that close the books, grow the pipeline and run ops.
KAI puts secure AI agents to work across finance, sales, ERP and operations — proposing the work and waiting for your approval before anything changes.
A teammate for every back-office function.
Finance & close
Reconcile ledgers, draft journal entries, run variance analysis and build the monthly P&L pack — reviewed by you.
Sales & pipeline
Score and route inbound leads, research accounts, prep call briefs and keep the CRM clean automatically.
ERP in plain English
Ask Oracle EBS, NetSuite or your core system natural-language questions and get answers in seconds.
Operations
Roll up status across tools, surface blockers and overdue work, and keep processes moving without nagging.
Reporting & governance
Every action logged for audit. Hand compliance a complete, immutable trail of who approved what.
Connected to your stack
Secure connectors for the finance, sales and ops tools you already run — read-only by default.
Switch between the agents your team needs.
Close faster, with the numbers checked.
- Reconciles ledgers and flags variances before close
- Drafts journal entries with supporting detail for review
- Builds the monthly P&L pack and emails it to finance
you › “Reconcile last month and flag anything over 5% variance.”
kai › On it. I’ll prepare a plan and ask before anything changes.
From connected to automated in three steps.
Connect
Securely link your apps — Oracle, Salesforce, Xero, Gmail, Calendar and more — in minutes. Read-only by default.
Choose agents
Switch on the agents you need for finance, sales, the inbox or the home. Each one knows its job and its limits.
Approve & automate
KAI proposes; you approve. Nothing changes without a human nod — and every action is logged for audit.
Works with the tools you already run on.
KAI connects to your stack through secure, governed connectors — and we add more every month.
Enterprise-grade trust, by default.
KAI is built so that powerful automation never means losing control of your data or decisions.
Tenant isolation
Every customer’s data is logically isolated and scoped. Agents only ever see what their tenant allows.
Human approval
Agents propose actions; a person approves before anything is written. No silent changes, ever.
Full audit trail
Every prompt, tool call and approval is logged immutably — ready for review and compliance.
EU AI Act aligned
Transparency, oversight and risk controls built in from day one, in line with the EU AI Act.
Read-only by default
Connectors start read-only. You explicitly grant any write scope, per agent, per system.
Give your back office an autopilot.
Book a demo and watch KAI run finance, sales or ops against your own systems — safely.