A directory of real use cases of people and companies using AI and AI agents in accounting, treasury, consolidation, annual accounts, controlling and reporting, and in the most widely used financial E
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Key features
DCF and relative valuation models computed on demand
Options structuring with live chain data
SEC filings and financial statements analysis
Background research agent for sourced answers
Workflow automation with approval gating
Voice-driven research in multiple languages
Live market and economic data access
Real-time shared canvas with synchronized state
Directory of real use cases with identified users
Tutorials for replicating use cases
Guides and manuals for setup and configuration
Ready-to-copy prompts with variables and warnings
Community resources including open tools and templates
Evidence levels for each entry
Coverage of 17 ERPs
Bilingual content in English and Spanish
What makes it different
Single shared canvas where people and AI work on the same problem in real time
Financial work unified in one place instead of scattered across terminals and vendors
Built-in video, audio and screen sharing with no separate meeting link
Transparency about computational capabilities and limitations
Real, identifiable users rather than anonymous examples
Verified sources and public links for every entry
Clear confidence levels so announcements are not mistaken for results
Practical, tested approaches prioritized over press releases
Purifi
Agents Finance