AI-Powered Financial Operations
Your firm doesn't need more software.
It needs an intelligent layer.
Contivos Financial designs and deploys AI agent architectures for accounting firms and finance teams, so your people spend less time processing and more time advising.
60–80%
of bookkeeping and processing work automated
Weeks → Days
month-end close acceleration
Real-time
financial reporting, not end-of-period snapshots
Zero rip-and-replace
works across QuickBooks, Xero, NetSuite, SAP & Oracle
The Problem
AI has arrived in finance. Most firms still can't use it.
The challenge isn't that your team lacks ambition. It's that most AI tooling wasn't built for accounting workflows, financial controls, or the precision that regulated environments demand. What you get instead: disconnected pilot projects, generic automation that breaks on edge cases, and staff spending just as many hours cleaning up AI output as they did doing the work manually.
The problem isn't access to AI. The problem is execution and orchestration, knowing how to design systems that map to real accounting workflows, comply with GAAP and IFRS, and operate under strict auditability.
That's where Contivos Financial comes in.
Who This Is For
Built for three distinct audiences
Select your context to see how Contivos Financial applies to your specific situation.
Accounting Firms, Finance Business Units, CFOs & Finance Leaders
For finance teams inside mid-to-large businesses
Your finance function is expected to do more, faster close cycles, real-time dashboards, tighter forecasts, with the same or fewer resources. The ERP is expensive and inflexible. The BI tool sits on stale data. The month-end close still takes three weeks. We layer intelligence across what you already have, without disrupting it.
Real-time
financial visibility across entities, not a PDF report emailed at month-end
Automated
AP/AR processing, invoice matching, and expense validation, across your existing stack
Unified
multi-entity consolidation with accurate, continuous reconciliation
Strategic
scenario modeling and cash flow forecasting, updated continuously not quarterly
What We Build
The Agentic Finance Layer
Not another tool. A coordinated system of intelligent agents that activates across your existing financial infrastructure.
AI-Powered Transaction Processing
Intelligent classification of transactions at scale, continuously, not in batches. Multi-entity and multi-currency reconciliation runs in real time, with continuous validation flagging anomalies before they become problems. No more manual month-end cleanup.
Financial Intelligence & Reporting
Move from static monthly reports to live financial dashboards. Cash flow forecasting, profitability and margin analysis, and scenario modeling, updated continuously. Your team gets decision-ready data when they need it, not after a reporting cycle.
Financial Workflow Automation
Accounts payable and receivable, invoice processing and three-way matching, expense validation, and month-end and year-end close sequences, fully automated. The goal isn't to replace your team; it's to eliminate the work that shouldn't require human judgment in the first place.
System Integration (No Rip-and-Replace)
We integrate the agentic layer across your existing platforms. No migration, no disruption to current workflows. Accurate, real-time data synchronization across systems.
QuickBooks, Xero, NetSuite, SAP, Oracle, Banking & Payment Platforms
Purpose-Built AI Agents
We design agents for specific accounting functions: reconciliation agents, expense and transaction validation agents, revenue recognition agents, audit support agents, and cash flow forecasting agents. Each operates within defined financial rules, control frameworks, and escalation protocols, with a full audit trail.
Governance, Controls & Audit Readiness
Financial AI must be trusted. We embed full audit trails and traceability, data validation and error detection, internal control frameworks, and compliance with GAAP and IFRS standards. Every decision an agent makes is logged and explainable.
Why Us
We understand accounting, not just AI.
Most AI consultancies start with the technology and try to fit it to your workflow. We start with accounting and build AI that serves it correctly.
Most AI consultancies start with the technology and try to fit it to your workflow. We start with accounting and build an AI that serves it correctly.
"Our partners have run accounting firms and have taught the CPA capstone accounting course at BCIT for nearly a decade. We work directly with emerging accounting professionals on real-world financial scenarios, reporting standards, and case-based problem solving."
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Accounting-first design. Systems built around how accountants actually work, not around what the AI can do.
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GAAP and IFRS alignment. Every workflow and output is designed to meet the standards your auditors and regulators expect.
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Audit-ready by default. Not bolted on at the end. Traceability, explainability, and controls are built into every system from day one.
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Operational, not theoretical. We design for real financial environments: messy data, legacy systems, multi-entity complexity, and human-in-the-loop requirements.
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North American context. Built for Canadian and US regulatory environments, GAAP and IFRS, and the operational realities of North American businesses and firms.
Engagement Model
How we work together
A structured process from discovery to live deployment, no open-ended retainers, no ambiguous scope.
Phase 1
Discovery & Assessment
We map your current financial workflows, identify the highest-leverage automation opportunities, and assess your existing systems and data quality.
Phase 2
Architecture Design
We design the agent architecture specific to your environment, defining agents, control frameworks, integration points, escalation logic, and audit protocols.
Phase 3
Build & Integration
We build and integrate the system into your existing stack. Your team continues operating normally throughout, no big-bang migrations.
Phase 4
Deployment & Handover
Go-live with your team fully trained and confident. Full documentation, audit trail setup, and ongoing support for system optimization.
Start the Conversation
Ready to see what this looks like for your firm?
Whether you're an accounting firm looking to scale, a finance team modernizing your function, or a CFO evaluating AI strategy, book a 30-minute discovery call. No sales pressure. Just a direct conversation about whether and how we can help.