SolutionsFinance
Turn your finance processes into AI agents
Trail parses your policies, contracts, ERP records, emails, and tribal knowledge into one governed context graph. Then AI agents run AP, AR, expenses and close on top of it.
Accounts payable
This week- 1120total invoices
- 64need approval
- 37exceptions
- 91%auto-processed
- INV-88412Meridian Freight$12,400Processed—
- INV-88530Corex Materials$64,900Matching—
- INV-88604Halston Print Co.$8,120HeldM. Chen
- INV-88771Arden Logistics$18,200ApprovalR. Vaz
- INV-88802Novy Office Co.$2,340Processed—
Turn a finance policy into a working agent — in one upload.
Import the credit policy, AP procedure or close checklist your controllers maintain. Trail reads it, builds the agent, and shows which clause produced each rule.
- 01
Import process docs
Drop in the credit policy, close checklist or AP procedure your team already maintains — PDF, DOCX, scans.
- 02
Agent auto-built
Trail parses them into a context graph. It outlines the agent's role, splits the process into phases, and adds the tools each step needs.
- 03
Review, approve, run
Every learned rule is explained and traced to the exact text it came from. Agents take decisions strictly based on these rules.
“…extended terms beyond net-60 may be granted only where the customer's aggregate exposure remains within the approved credit limit; any exception requires written approval from the CFO…”
If requested terms exceed net-60 and exposure is over the credit limit, require written CFO approval before quoting.
One graph underneath all your AI agents.
Everything Trail parses collapses into a single governed graph, and everything your finance teams automate draws from it, whether the work runs in autonomous agents or copilot chats.
Agents - run processes autonomously
- ObserveINV-88530 | PO-44192 · AP policy §4.2
- ReasonPrice 6.2% over PO. Exception under §4.2.
- ActionHold set. Buyer asked for a change order
- ObserveAcme Inc. 112 days overdue · Credit policy §3.1
- ReasonTwo broken promises to pay. Dunning stage 3
- ActionFinal notice sent. AR lead copied.
- ObserveReport EXP-1142 · Travel policy §2.4
- ReasonHotel rate $112 over the nightly cap
- ActionRouted to the manager, clause attached
- ObserveDay 2 checklist · Accrual SOP §5
- Reason3 rejected invoices are involuntary changes
- ActionAccruals set to N. JE drafted for review
Copilot Chats - ask questions and run tasks
Help your agents solve the most complex problems with context graphs.
A customer wants net-90 terms on a renewal for an entity with two subsidiaries, sitting $1.2M above their credit limit, and three past invoices went to collections — can we sign it?
One question. Five kinds of context, each in a different system — the contract doesn't know the exposure, and the ERP doesn't know the policy.
How the Context Graph works →Credit & terms policy
Policy context · Which terms are allowed?
Net-90 needs CFO sign-off above $1M
ERP / CRM
System-of-record context · Which entity is this?
Acme Inc · 2 subsidiaries, one master agreement
Open AR & credit limits
Computed context · How far over the limit?
$1.2M over · total exposure $3.4M
Email & collections notes
Conversation context · What's the payment history?
3 invoices to collections since FY23
Close & approval SOP
SOP context · Who approves, in what order?
Controller → CFO · logged with the quote
Connects to the agent platform you already use.
Point the agents your finance org already runs, SAP Joule, Agentforce, Copilot, Claude or your own stack, at one Trail brain, through a native Model Context Protocol server, native retrievers, or a plain REST/GraphQL API. Add or switch platforms without re-teaching a thing.
35% of Fortune 500 and 10,000+ companies use Trail
Customer story · Roche
“The time savings have been significant. We've gone from spending hours each day on purchase orders to minutes — with no expired products slipping through.”
- Per document
- 10 min → 30 sec
- Zero-touch processing
- 75% of files
- Team hours per month
- 40 → under 5
- Extraction accuracy
- ~60% → 95%
Teams using Trail see
- 95%Straight-through processing
- 80%Reduction in associated costs
- 15×Quicker turnaround times
Built for how modern
enterprises work.
Trail meets the highest industry standards for your security & compliance. We include all default controls that you'd expect, including SAML SSO, audit logs, IP allow-listing, data lifecycle management, and much more.
- SSO & SCIM
- SAML, OIDC, and SCIM user provisioning with Okta, Azure AD, Google Workspace.
- Role-based access
- Full RBAC and fine-grained access control across orgs, workspaces, agents.
- Audit logs
- Every agent run, approval, and data access is recorded, and streams to your SIEM.
- Private deployment
- VPC, single-tenant cloud, or on-prem. Choose your infrastructure and network policies.
- Data residency
- Pin data processing to US, EU, APAC regions. Customer data never leaves your boundary.
- Human-in-the-loop
- Configure approval gates to route edge cases to Slack, Teams, or email for review.
- Encryption at rest & in transit
- AES-256 at rest, TLS 1.3 in transit. BYOK supported for all customer-managed keys.
- Usage quotas & rate limits
- Per-team budgets and API quotas with real-time cost dashboards. No surprises.
Security built in, not bolted on.
Your data and your company brain never leave your boundary. Independently audited every year, with compliance controls enforced by the platform — not promised on a page.
Held and current — not roadmap targets.
SOC 2 Type IIOngoing security controls
GDPREU data protection
ISO 27001Global ISMS standard
HIPAABAA on enterprise plansTurn your finance processes
into a competitive advantage.
Bring one policy document and one real-life decision. We'll show you how Trail proposes rules and builds an agent, which then takes the correct decision and acts on it.
Prefer to read first? Read the FAQ →