Function cockpit
Finance
Agents close the books. The CFO certifies them.
Phase: Phase 4 — Governed autonomy
Run the close-to-plan rhythm as a continuously reconciled system: matching, reconciliation, standard journals, cash application and reporting assembly are agent work; fiduciary judgment, disclosure and material payment authority remain human.
Trust score
0
Touchless
0%
Human review
0%
Override rate
0%
Capacity released
20-30% released finance capacity initially (pioneer outcomes reach higher)
Accountable human
Chief Financial Officer
CoS agent: Finance Chief of Staff
How a unit moves: the conductor, the five desks, the agents, and the people
Flow of work
How work actually moves through Finance
Work enters on the left. Finance Chief of Staff routes it to one of five desks. A named agent does the work. It leaves as cleared, as evidence posted, or as a hold for a person. Every packet you see below is weighted by the real distribution of 180 live units.
Live units
180
Moving now
84
in flight at a station
Held for a person
27
54 past SLA
Agents on the floor
90
11 sub-functions
Control gates
46
rules a unit cannot pass
Interchanges
4
handoffs out of the function
Flow of work
Finance Chief of Staff and the desks reporting to it
Each packet is a unit of work. Desk weighting and the outcome mix are taken from the 180 units live in this function.
What starts the work
The triggers that put a unit on a line, ranked by live volume.
- 52
Runs transactional
Runs transactional. Starts when a request lands in the queue.
- 46
Runs transactional
Runs transactional. Starts when an upstream system posts an event.
- 34
Runs transactional
Runs transactional. Starts when a threshold is crossed.
- 32
Runs transactional
Runs transactional. Starts when a scheduled window opens.
- 4
Runs analytical
Runs analytical. Starts when a drift signal breaches tolerance.
Where the work goes next
Shared services that run the transaction, and the functions this one hands to.
- 61736
Record-to-Report
Repeatable transactions handed to the shared spine
- 16184
P2P
Repeatable transactions handed to the shared spine
- 27
Finance
Interchange: the unit changes owning function here
- 14
Legal
Interchange: the unit changes owning function here
- 5
Information Technology
Interchange: the unit changes owning function here
The five desks
What Finance Chief of Staff is actually conducting
Each desk is a layer of the operating model, not a team. The conductor decides which desk owns a unit, then which agent on that desk picks it up.
Takes a position
Strategy
Agents that take positions, argue them, and get held to the outcome.
Receives
A question the function has to answer with money or people behind it.
Emits
A written position with assumptions, alternatives priced, and break conditions.
tasks 24h
2,122
in flight
482
held
1
gates
0
- Technical Position AgentControllership & PolicyA2
- Tax Challenger AgentTaxA2
- Record-to-Report & Close Challenger AgentRecord-to-Report & CloseA2
- FP&A & Planning Challenger AgentFP&A & PlanningA2
- Investor Narrative AgentInvestor Relations SupportA2
- Finance Systems Challenger AgentFinance SystemsA2
+ 10 more on this desk
Writes the envelope
Policy
The written rules every other agent is bound by, with version and owner.
Receives
A position that has been accepted, plus every regulator and control change.
Emits
Versioned rules that bind every other desk, with an owner and an effective date.
tasks 24h
1,413
in flight
185
held
16
gates
46
- Budget Policy AgentBudgeting & ForecastingA2
- Policy Interpretation AgentControllership & PolicyA2
- Close Policy AgentRecord-to-Report & CloseA2
- Systems Policy AgentFinance SystemsA2
- Controls Policy AgentInternal Controls & Audit InterlockA2
- Treasury Policy AgentTreasury & CashA2
+ 6 more on this desk
Watches and warns
Observe
Continuous sensing of the outside world and of the agents themselves.
Receives
Outside signals and the behavior of the agents themselves.
Emits
Alerts, drift flags, and the evidence the conductor uses to reroute work.
tasks 24h
2,018
in flight
0
held
0
gates
0
- Data Quality AgentManagement ReportingA4
- Anomaly Detection AgentManagement ReportingA4
- Investor Relations OrchestratorInvestor Relations SupportA2
- FP&A OrchestratorFP&A & PlanningA3
- Close OrchestratorRecord-to-Report & CloseA3
- Interface Monitoring AgentFinance SystemsA3
+ 10 more on this desk
Does the work
Workflow
Doing the work: lines, stations, and live units moving through them.
Receives
Live units of work entering at the first station of a line.
Emits
Cleared work, posted evidence, and holds when a unit leaves the envelope.
tasks 24h
63,477
in flight
1146
held
0
gates
0
- Earnings Pack AgentInvestor Relations SupportA2
- Debt Covenant AgentTreasury & CashA3
- Chart of Accounts AgentFinance SystemsA3
- Scenario Modeling AgentFP&A & PlanningA3
- Evidence Collection AgentInternal Controls & Audit InterlockA3
- Question Bank AgentInvestor Relations SupportA2
+ 25 more on this desk
Processes at scale
AI GBS
Repeatable transaction processing run once for the whole enterprise.
Receives
Repeatable transactions handed off from every function on the same spine.
Emits
Settled transactions, a cost per unit, and exceptions back to the owning desk.
tasks 24h
35,652
in flight
1660
held
10
gates
0
- Cash Position AgentTreasury & CashA3
- Commentary Drafting AgentFP&A & PlanningA3
- Accrual AgentRecord-to-Report & CloseA4
- Driver Model AgentFP&A & PlanningA3
- Control Testing AgentInternal Controls & Audit InterlockA3
- Journal Entry AgentRecord-to-Report & CloseA4
+ 9 more on this desk
Human lanes
Where the conductor stops and asks a person
The conductor does not decide everything. Materiality routes a unit to a named human role, and the clock keeps running while it waits.
Function Leader
Critical
Blast radius or value beyond what any agent in this function may commit.
waiting
1
oldest
107h 38m
Process Owner
High
A policy exception inside the function, or a gate the agent is not rated for.
waiting
2
oldest
28h 59m
Approver
Medium
Routine four-eyes on a commitment the agent has already prepared.
waiting
14
oldest
19h 33m
No person required
Low
Inside the envelope. Cleared by the agent and sampled after the fact.
waiting
62
oldest
18h 16m
Walk one unit
Follow the single piece of work with the most at stake
Diagrams argue. A unit proves. Step through the actual route this unit is taking, station by station, and read the evidence written at each action.
Analysis at business partner review
Maeve Bianchi · raised by Elena Farouk · $1.2m at stake · touches 381 downstream things if it goes wrong.
The route
Ingest actuals
clearedDriver Model Agent handled this station and released the unit onward. Design dwell here is 8h 20m against an SLA of 9h 45m.
Owned by
Driver Model Agent
Layer
gbs
Dwell vs SLA
8h 20m / 9h 45m
Evidence trail recorded so far
5 entries. Written when an action is taken, not when a station is passed.
- -626mDriver Model Agent Cleared ingest actualsevidence: Spine control pack posted, three-way evidence attached
- -501mScenario Modeling Agent Cleared explain varianceevidence: Inputs, rule version and output hash written to the evidence log
- -376mVariance Explanation Agent Cleared refresh driversevidence: Inputs, rule version and output hash written to the evidence log
- -250mCommentary Drafting Agent Cleared draft commentaryevidence: Inputs, rule version and output hash written to the evidence log
- -125mVP Financial Planning & Analysis Holding at business partner reviewevidence: Inputs, rule version and output hash written to the evidence log
Trace a different unit
The walk above always picks the unit in finance with the most at stake right now.
What this view is and is not
Every count, agent, station, gate and unit on this page is read from the live records for Finance. The moving packets in the diagram are a visual weighting of that same distribution, not a live message bus: they show where volume goes, not individual transactions in real time. The human lanes are the routing rule, not a staffing model. Chief Financial Officer remains accountable for this function whatever the conductor clears.