Structured finance actions
Work with approved invoice, transaction, customer, reporting and document operations through predictable tool interfaces.
Relaio Finance exposes structured finance workflows so approved agents can work with invoices, transactions, customers, reports and other workspace context without relying on fragile browser automation.
Work with approved invoice, transaction, customer, reporting and document operations through predictable tool interfaces.
Agent capabilities stay bounded by workspace access and the actions the authenticated user is allowed to perform.
Sensitive financial writes can preserve confirmation instead of turning automation into an uncontrolled write path.
Use the same finance data model for interactive assistants, scheduled jobs and developer-led workflows.
How it works
Receive a structured request
Resolve workspace context and permissions
Prepare or execute an allowed finance action
Return a clear result and audit context
Relaio Finance treats AI as part of the finance workflow rather than a separate chatbot. The agent layer extends that model into structured automation for technical users and autonomous systems.
Developer credentials, available tools and exact access methods are managed from the workspace so public marketing copy does not hard-code private or environment-specific credentials.
Status: Live. Exact tool access depends on your workspace permissions, enabled modules and developer access.
Open Relaio Finance and bring the parts of your finance workflow together at your own pace.
Open Relaio Finance