The AI agent platform for Finance.

Every line checked. Every discrepancy flagged.

Connect your financial systems. Ask questions, build reports, and deploy AI agents that execute recurring workflows – fully auditable, with your team in control.

Your finance AI agents run 100% of your invoices, statements and entries. Your business rules are enforced, every check traced to its source.

Phacet product walkthrough

The most demanding finance teams run on Phacet

Smartbox
Astotel
La Fourche
Oscaro
Karavel Groupe
CPA
Medics
BAM Karaoke Box
Patrick Hayat Hotels
Great Hotels Paris
Vidaplena
Jinchan
Your finance AI agents, by function

An AI teammate for every finance job.

Agent view

What agents are already doing for our customers

Accounts payable & receivable

Control supplier invoicing and cut overbilling

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General accounting & treasury

Match, reconcile, keep the cash position current

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Internal control, close & audit

Check ERP/CRM consistency and prepare your audit file

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Reporting & FP&A

Produce monthly reporting and explain variances vs budget

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Your AI agents for finance work

Structure, reconcile and control your finance data – with full auditability at every step.

Table matching supplier invoices with purchase orders, showing discrepancies and statuses like Matched or Discrepancy.

How Phacet works

Build, Structure, Match, Analyze – the agent takes every step of the repetitive work. Your business rules applied to 100% of flows, traced end to end.

Build

Describe your process. The agent builds it.

  • Pick an agent from the catalog, or describe your need – the agent asks, configures and adjusts with you.
  • Import your PDFs, spreadsheets, emails, or connect your systems (ERP, banks, SFTP).
  • The agent creates your Tables, workflows and workspace. No code.
Agent builder
Structure

Your documents and raw data become auditable Tables.

  • AI extracts data from your invoices, contracts, delivery notes – line by line, field by field.
  • Configurable AI columns: categorization, standardization, web enrichment (company ID, VAT, signatories…).
  • AI Source shows exactly where each piece of data comes from. Nothing is hidden.
Structured tables
Match

Reconcile, verify and trace every flow.

  • AI Match combines exact and semantic matching, with a confidence score on every line.
  • Check line by line: documents side by side, extracted data, flagged discrepancies. Approve or correct in one click.
  • Full audit trail: every action traced, timestamped, reviewable. Your business rules applied to 100% of flows, deterministically.
Matching view
Analyze

Your data is reliable. The agent turns it into results.

  • Anomaly reports, monthly summaries, dashboards – the agent produces the deliverables your team needs, grounded in audited data.
  • On-demand dashboards, PDF and CSV exports, proactive alerts on discrepancies and threshold breaches.
  • Everything is reviewable, shareable and versioned. The information comes to your team – not the other way around.
Analysis dashboard
Testimonials

How they use Phacet every day

Food Service & Distribution

Maslow automated invoice intake and built repeatable cost controls with AI agents, saving 1 to 2 hours per day on invoice handling and improving data quality for better decisions.

Food Service & Distribution

“You can see exactly what’s been done. Nothing is hidden.” – Alban Cacace, COO

Accounting & Audit Firms

“It’s like an Excel spreadsheet powered by AI. We feel right at home.” – Romain Joussellin, Partner

Bakery chain

“We see Phacet as a real partner. You push ideas we wouldn’t have thought of.” – Marie-Céline, Head of Finance

Multi-location Restaurants

“Like a team member that works 24/7. In one word: efficiency.” – Théo Richard, CFO – 2 days/week recovered

Fintech

Discover how Roundtable automated document processing and compliance with Phacet’s AI, reducing review time from hours to seconds.

Hospitality

“I catch errors I’d never have seen on my own.” – Valérie, Head of Purchasing – €5k/year in errors caught

Retail & Leisure

Discover how Smartbox boosted productivity and employee satisfaction by automating financial and catalog operations with Phacet’s AI solutions.

How it works

Your first agent in production in under two weeks

Today

Pick your first agent

  • Choose from 40+ agents or describe your need
  • Connect or import your data sources
  • The agent co-builds your workflow
Day 5

Go live on real data

  • Your agent runs on actual company data
  • Your team starts using it daily
  • No heavy setup or engineering
Day 30

Expand across your operations

  • Add new agents from the catalog
  • Connect more systems (ERP, banks, SFTP)
  • Define roles, permissions and approval flows
Getting started with Phacet

Built for finance teams

From the CFO who wants control to the team that wants its time back.

Finance & back-office teams

Stop spending 80% of your time prepping data. Agents structure, match and control – AP, procurement, sales admin, treasury.

Phacet is like an AI-powered Excel. We weren't lost – it felt familiar from day one.Romain Joussellin, Partner, CPA Audit

CFOs & Finance leaders

100% of flows controlled, not 10%. Full audit trail. Real-time visibility across all your entities and sites.

What used to take an hour per document now takes 30 seconds.Julien Fissette, Co-Founder, Roundtable

Want to build?

A Finance Engineer does it with you. A hybrid finance × product profile builds your agents, connects your systems and makes your team self-sufficient – no IT ticket, no endless consulting days.

We invest time on the first case. Then we replicate it easily for other clients.Romain Joussellin, Partner, CPA Audit

A trusted AI

Each agent remains under your control. Auditable at every step, your management rules applied deterministically.

Compliant & Certified

GDPR Compliant
ISO 27001 Certified

EU-hosted

Data hosted in Europe on AWS Bedrock

Your data remains yours

Never used for training
No sharing between clients

Zero dependency

Automatic failover: if a model is no longer available, automatic switch to a substitute without interruption

A product built for finance, a team that ships it with you.

Your dedicated team

Finance Engineers who know finance and build your agents with you

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ArnaudArnaud
CômeCôme

Partnership

An embedded Finance Engineer

Someone who knows finance and knows how to build agents

Finance, accounting, purchasing – they scope and ship your agents into production with you.

Automate one flow, then the next

Scope, design, test, production in 5 to 10 days. Start with the highest-ROI flow, proven in one to two weeks.

Level up your whole team

We build, we train, you take over. The goal isn't for you to need us. It's for your team to own it.

Frequently Asked Questions

What is a Phacet AI agent?

Phacet AI agents are specialized in finance processes for SMBs. They connect to your existing tools – Sage, Pennylane, your emails, your SFTP, your Excel files – and automate repetitive, high-risk tasks: invoice processing, supplier price control, reconciliations, account matching. Your ERP stays in place. Phacet works on top and can push results back via API.

Which financial processes can I automate?

The catalog covers 40+ use cases across 8 finance domains: Accounts Payable, Accounts Receivable, Treasury & Cash, General Accounting, Data & Documents, Internal Controls, Reporting & Analysis, and Close & Audit.

How can I create an AI agent without coding skills?

Describe your need in plain language. The Phacet agent co-builds with you: it asks targeted questions to understand your data sources, business rules and desired output, then creates the Tables, workflows and workspace. Pick a template from the catalog to get started even faster.

Are AI agents secure and GDPR compliant?

Yes. Phacet is ISO 27001 certified and GDPR compliant. Data is hosted in Europe on AWS Bedrock. Your data is never used to train AI models, never shared between clients. Each workspace is isolated. Waterfall fallback ensures zero downtime if a model becomes unavailable.

What’s the difference between an AI agent and traditional SaaS software?

Traditional SaaS gives you a fixed workflow. Phacet agents adapt to your process, your rules, your data. They combine LLM intelligence with deterministic controls, expose their reasoning at every step, and learn from your corrections. And unlike generic AI tools like Claude or ChatGPT, Phacet agents know your suppliers, your chart of accounts, your business rules – and produce a full audit trail.

Why not just use Claude or ChatGPT?

Claude and ChatGPT are remarkable general-purpose tools – but they don’t know your suppliers, your price references, your accounting rules, or your ERP. They don’t produce an audit trail. They don’t connect to your inbox or your SFTP. And they haven’t been trained on 100 real finance deployments. Phacet brings what these tools can’t: native connection to your data, agents with finance logic built in, full traceability by design, and Finance Experts to get you operational fast.

How do I get started with Phacet?

Pick an agent from the catalog or describe your need. Create your account, connect your data, and your first agent can be in production in under two weeks. Self-serve from day one, or talk to an AI Finance Expert for guided setup.