A finance platform · Deployed in your tenant
Finance operations, recorded. Then run.
Acta AI is the platform under Acta’s CFO engagements. It captures how a finance function actually works, writes it down to one standard, and turns the record into agents that do the work inside your own Microsoft or cloud tenant, reviewed and approved by the people who sign.
Four things. One system.
A finance function is a general ledger, a payroll system, a billing tool, a point of sale, and a dozen spreadsheets holding them together. The platform replaces the spreadsheets, keeps the people, and writes down what everyone actually does.
The data layer
Every system your numbers depend on, pulled nightly into one governed warehouse in your tenant. Bronze, silver, gold. One definition of every metric, and every report reads it from the same place.
The process library
Every recurring process, from the monthly close to a single customer’s invoice, written to one standard: what happens, on which screen, by which rule, with its source cited. The manual your next hire is trained on.
The method
Capture, document, confirm, automate. A process is not automated until the person who does it today has read the plain-English version and said yes. Then the code is written against that document, not against a guess.
The run
Agents execute the close, the invoicing, the reporting packs, the reconciliations. Your finance lead reviews and approves. Anything unexpected stops and tells someone. Silence is never success.
It runs in your tenant.
Your data plane, your identity, your cloud bill. Built by Acta, operated with you, documented for whoever comes next.
Two keys, one each
The library is Acta’s, licensed to you. The runtime, the data, and the installed copy are yours. Disable our access and everything keeps running. It just stops receiving updates. Neither side needs the other’s permission to turn their key.
Built to be owned, run by us
Every deployment ships with the runbook to rebuild it, and every scope we hold is written down in a file you own. That is what makes it yours. What makes it work is that we keep running it, and keep the people in the seat sharp on what it can do.
How it is built.
Rules that do not change from one client to the next.
Logic before judgment
Where a rule can be written down, it is code, not a model deciding. The model orchestrates. Scripts do the work. Every script is safe to run twice.
Compute once, render many
A number is not finished when it is correct. It is finished when every surface that shows it reads the same definition from the same place. Decks, workbooks, and certificates are tied to each other, not just to the source.
Notification is correctness
A job that fails silently has not failed. It has lied. Every run reports, every exception notifies, and every artifact is filed where the humans look.
What the agent does.
In production for operating companies today. The same agent deploys to the next one.
Closes the books
Pulls every source, posts the recurring entries, reconciles, and stops on anything it cannot explain. A person reviews and locks.
Builds the package
Statements, decks, owner and lender packages, compliance calculations. Every page reads the same definition of every number.
Runs the routine and keeps the record
Invoicing, collections, bills, payroll tie-outs, cash forecasting. Each captured from the person who does it, documented, done on schedule, and filed with its evidence.