Agents learn your language
They learn your teams’ terms, shorthand, and ways of working, then create a shared understanding of what everything means.
Knowledge Engine for Finance
Get to one defensible view of performance faster.
Connect ERP, billing, CRM, banking, and operating data to speed reconciliation, explain variance, and support better decisions.
KEP
Monthly forecast review
Explain the largest forecast variances this month and prepare the executive summary.
I connected the forecast, actuals, bookings, billing, headcount, contracts, and department commentary. I’m preparing the variance brief now.
Monthly forecast variance briefReport
58%
lower token cost
when using Knowledge Engine
2x
more tasks
vs. frontier models
32%
more accurate with open source
vs frontier model
19 of 34
tacit-knowledge facts captured
vs. RAG’s 1
Source: “Knowledge Engine Platform for Long-Horizon Professional Agents” and “Context Graphs for Recovering Tacit Organizational Knowledge”, Accrete AI, August 2026.
The numbers only become useful when Finance can explain them.
Bookings, revenue, billing, cash, spend, headcount, and operating drivers live in different systems and close on different schedules. Finance teams reconcile the records, chase explanations, and rebuild reporting before they can advise the business.
Finance cognitive fabric
Connect the context behind the work.
Agents learn the language of the work, create the data flows that connect its systems, and build a living context graph for each request.
Agents connect your systems
They create the data flows that bring the right information together for each task, without manual setup for every source.
Agents build the context graph
They connect people, records, decisions, and outcomes while preserving a clear path back to the source.
Connected systems
Explore 1,000+ integrations →- NetSuite
- QuickBooks
- Stripe
- Salesforce
- Google Workspace
- Microsoft 365
Workflows
Change the work, not just the interface.
01
Support close and reconciliation
Bring together ledger, billing, CRM, bank, contract, and operating records; identify exceptions; and prepare a reviewable reconciliation trail.
02
Explain forecast and variance
Compare plans, actuals, operational drivers, and owner commentary to surface material changes, open assumptions, and proposed follow-up.
03
Produce scenarios and reporting
Refresh leadership and board reporting, then model hiring, pricing, investment, or timing scenarios from explicit, reviewable assumptions.
One end-to-end example
From disconnected records to a reviewed forecast explanation.
01
Connect
Gather actuals, forecast, bookings, billing, cash, contracts, headcount, spend, operating metrics, and owner commentary.
02
Analyze
Reconcile definitions, trace material variances to source records and business drivers, and identify missing or conflicting evidence.
03
Deliver
Create the variance brief, exception table, updated scenario, executive summary, and review checklist.
04
Control
Keep journal entries, payments, forecast publication, and other consequential financial actions behind the organization’s approval process.
What the team gets
Outcomes people can inspect and use.
Reconciliation and exception brief
Matched records, unresolved differences, source evidence, owners, and the proposed resolution path.
Forecast and variance report
Material changes, business drivers, assumptions, confidence boundaries, and required follow-up.
Leadership scenario package
Auditable scenarios and executive-ready reporting produced from the same approved definitions and prepared data.
Context that compounds
Context grows through the work itself.
Teams should not have to pause the work to document every lesson. The decisions they review, correct, approve, and reuse can make the next workflow better informed.
01
Finance work leaves signals
Accepted adjustments, corrected mappings, owner explanations, approved assumptions, and realized outcomes reveal how the business behaves.
02
The Knowledge Engine connects the trace
Relate those decisions to transactions, contracts, pipeline, headcount, operating drivers, and prior forecasts.
03
The next cycle starts reconciled
Finance can reuse definitions, mappings, explanations, and decision history instead of rebuilding the same bridge every month.
Source records remain the authority. The Knowledge Engine keeps extracted evidence and inferred relationships distinguishable so people can inspect what the organization recorded and what the system derived.
The Accrete product
Context, work, and control in one path.
The Knowledge Engine connects financial and operational context into reviewable analysis and finished reporting while leaving approvals and system-of-record changes under Finance control.
Agent Lab and Custom Skills
Turn a good workflow into shared capability.
Build a specialized variance-review agent
Refresh the source data, trace material changes, and prepare the recurring review and owner follow-up.
Save a reporting skill
Preserve definitions, mappings, materiality rules, scenario assumptions, and the approved output format.
Start with one workflow
Define the outcome before expanding the system.
Bring the workflow, its information sources, its approval requirements, and the result your team needs. We’ll map a focused first deployment and the path to reuse.
Discuss this workflow