Scheduled checks
Run recurring reviews for overdue invoices, missing documents, transaction cleanup and other repeatable finance conditions.
Autonomous workflows · Live
Automate recurring finance work without making the system opaque.
Use autonomous workflows to monitor routine finance conditions, prepare work and execute bounded tasks while keeping important outcomes visible and traceable.
Context-aware tasks
Use the same customer, invoice, transaction, document and reporting context already available inside the workspace.
Bounded autonomy
Separate safe background work from actions that still require a person to review or confirm.
Visible results
Surface what changed, why it changed and what still needs attention instead of hiding automation behind a black box.
How it works
A controlled model for recurring finance automation
01
Define a recurring finance objective
02
Check the relevant workspace records
03
Prepare or execute allowed actions
04
Surface the outcome and exceptions
Autonomous finance workflows with guardrails
Relaio Finance keeps AI close to real financial context. Autonomous workflows extend that foundation by letting repeatable tasks run against the same records, permissions and business rules as the main workspace.
Availability can still depend on workspace entitlements and enabled automation modules, but the capability is part of the live Relaio Finance platform rather than a separate future product.
Status: Live. Exact autonomous actions depend on your workspace permissions, enabled modules and approval settings.
Keep the financial work in one place.
Open Relaio Finance and bring the parts of your finance workflow together at your own pace.
Open Relaio Finance