AI Agents for Finance Teams

Your AI Workforce

Grail agents live in your Slack or Teams and connect to Xero, SAP, Stripe, and Airwallex. They run forecasts, reconcile invoices, execute payments, and file reports — end-to-end, with a full audit trail on every action.

# finance
Priya
Priya Tan (MD) 9:15 AM
@Grail, prepare our 3-month rolling cash flow forecast and handle this month's supplier payments (S$192k total, including China and Malaysia vendors). Pull everything from Xero and Airwallex. Remember the conservative assumptions we set last month.
Alex
Alex Lim (CFO) 9:17 AM
Add the pending Enterprise Singapore grant at 70% probability, and flag any cash shortfalls in May.
Grail APP 9:18 AM
Understood — referencing our 12 Feb discussion on 4% FX buffer and priority early payments for Johor suppliers. Connecting to Xero + Airwallex APIs now and writing custom Python Monte-Carlo simulation on my secure virtual desktop…
Grail APP 5:40 PM
✅ 3-month cash flow forecast complete with base + conservative scenarios, charts and sensitivity table. All 31 supplier invoices reconciled (GST input tax applied correctly). Full payment batch executed in Airwallex — PayNow sent to local vendors, telegraphic transfer to overseas.
CashFlow_Forecast_Apr-Jun2026.xlsx
Supplier_Payment_Run_Mar2026.pdf
Priya
Priya Tan (MD) 5:42 PM
Looks perfect, thanks Grail.
Grail APP 5:43 PM
✅ Forecast shared in Google Drive with the full team. GST worksheet auto-generated for next IRAS filing. Full audit log saved.
HR & Ops
Rachel
Rachel Ng (HR Manager) 10:30 AM
@Grail, please handle full onboarding for Sarah Lim as Senior Sales Executive starting 1 April — contract, S Pass, Talenox payroll, Xero expenses, everything.
Kumar
Kumar Raj (Operations Manager) 10:32 AM
She'll also need full access to our CRM and inventory system on day one.
Grail 10:33 AM
Got it. Recalling our standard policy from last quarter: 3-month probation, medical 80/20, 14 days AL. Salary confirmed at S$4,800 base + 2% commission?
Rachel
Rachel Ng (HR Manager) 10:35 AM
Yes correct. She has diploma + 6 years experience. No dependents.
Grail 10:36 AM
Perfect. Running ACRA & MOM checks, drafting contract, compiling S Pass documents, setting up Talenox payroll and all system accesses on my secure workstation…
Grail 3:15 PM
✅ Sarah Lim fully onboarded:
• MOM-compliant employment contract drafted
• S Pass application submitted via MOM portal
• Talenox payroll profile created with CPF, SDL & IRAS settings
• Accounts provisioned in Xero, CRM, inventory system + Slack
• Welcome pack and first-day schedule emailed
Sarah_Lim_Onboarding_Package.pdf
S_Pass_Documents.zip
Rachel
Rachel Ng (HR Manager) 3:17 PM
Great job Grail — this saves us hours every time.
Grail 3:18 PM
✅ All audit logs saved. First-day Outlook calendar invite created and shared with the team.

How It Works

Connect Grail to your financial systems and drop it into your Slack or Teams. It reads your books, models your scenarios, reconciles your invoices, and executes payments — asking for approval before any money moves, and logging every step for audit.

Connects to your financial stack

Xero logoXero
Stripe logoStripe
SAP logoSAP
Oracle logoOracle
QuickBooks logoQuickBooks
Slack logoSlack
Teams logoTeams
Sheets logoSheets
Snowflake logoSnowflake

Built to Remember

Add a Grail agent to your finance channel and brief it like a new controller. It learns your chart of accounts, approval thresholds, and vendor policies — and carries that knowledge into every future task.

First Week

Learns Your Books

Connects to your accounting stack, maps your chart of accounts, learns your FX rules, approval limits, and vendor payment preferences.

First Month

Starts Flagging Early

Proactively surfaces cash shortfalls, reconciliation anomalies, and filing deadlines — before they become problems.

Ongoing

Runs Like a Finance Controller

Knows your GST settings, tax calendars, and escalation paths. Gets faster and more accurate with every close cycle.

Security & Control

Enterprise-grade compliance built into every agent — critical when agents touch your books.

⚖️

Full Code Ownership

Every automation we build is exported to your repositories. You own the IP — zero vendor lock-in.

🛡️

Approvals & Audits

Human-in-the-loop approval steps before any consequential action. Every decision is logged with full context.

🔒

Immutable Audit Trails

Every action is logged with full context — who asked, what ran, what changed, and when. Ready for internal review or external audit.

From the Grail Team

Real finance work executed by Grail agents.

Forecasting

3-Month Cash Flow Forecast

Connected to Xero + Airwallex, ran Monte Carlo simulations, and delivered a board-ready forecast with sensitivity tables — in under 4 hours.

Payments

S$192k Vendor Payment Run

Reconciled 31 supplier invoices, verified GST input tax, executed PayNow and telegraphic transfers, and auto-generated the audit package.

Month-End Close

Overnight Financial Close

Pulled transactions from 4 systems, flagged discrepancies, prepared board-ready financials, and filed the IRAS GST worksheet.

Ready to Automate Your Finance Stack?

Book a demo to see how Grail agents can work for your team.

Book a Demo