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For Finance

A coding agent for finance, in a private channel.

Connect your warehouse, billing, and ERP to a finance agent in a private Slack channel, with sensitive data scoped to the team you allow.

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Works with your favorite coding agents

Claude CodeClaude CodeCodexCodexGemini CLIGemini CLI
#finance-agents
Private · Finance only

Sound familiar?

Reconciliations take all month

Pulling Stripe, NetSuite, and the warehouse into a single view means a week of CSV exports and pivot tables.

Every dashboard needs engineering

A fresh view of revenue, churn, or burn waits in the data team queue until after the board meeting.

Off-the-shelf tools are not safe enough

Generic AI tools see everything in your warehouse, including data finance should not read.

What Runtime gives finance teams

A private finance channel

The agent lives in a Slack channel only finance can see, so prompts, replies, and data never leak into the rest of the org.

Connects to your warehouse, billing, and ERP

Plug into Snowflake, BigQuery, Stripe, NetSuite, and QuickBooks, and the agent answers across all of them with the SQL behind every number.

Dashboards and reports on demand

Ask for a revenue waterfall, cohort retention chart, or runway tracker, and the agent ships an internal dashboard the team can revisit any time.

Reconciliations in minutes

Walk the agent through your close process once, and it re-runs reconciliations between Stripe, the warehouse, and NetSuite on demand.

Role-based scoped access

Set exactly which tables and columns the finance agent can see, with sensitive fields masked or excluded entirely.

Approval flows for any write action

Reads run on demand, but any write goes through an approval step you control before the agent runs it.

Connects to your finance stack.

Snowflake logoSnowflake
Stripe logoStripe
NetSuite logoNetSuite
QuickBooks logoQuickBooks
BigQuery logoBigQuery

Question to reconciliation.

01

CFO asks in the finance channel. @runtime reconcile Stripe to NetSuite for March and flag any invoices that differ by more than one cent.

02

Agent joins the data. Agent joins March invoices from Stripe and NetSuite and finds seven invoices that do not match.

03

Reply with the answer and the trail. Agent posts the mismatches with the source rows, the queries it ran, and a saved dashboard for the rest of the close.

Frequently asked questions

Who can see the finance agent's data?
Only the members of the private Slack channel you create. Prompts, replies, and underlying queries stay scoped to that channel and to the teammates you allow.
Can the agent change records in our ERP?
Only if you allow it. Read actions run on demand. Any write to Stripe, NetSuite, or QuickBooks requires an approval step before it executes.
How do we keep the agent away from data finance should not see?
You define the scopes. The agent only sees the tables, columns, and rows you allow, and sensitive fields can be masked at the warehouse layer before they ever reach the model.
Will finance need engineering to set this up?
A short setup with your data team to connect the warehouse, Stripe, and the ERP. After that, finance can ask, build, and reconcile without filing engineering tickets.
How do we audit what the agent did?
Every prompt, query, response, and write action is logged with the teammate and the timestamp. The activity history is exportable for SOC 2 and internal review.
How is this different from a BI tool?
A BI tool shows the dashboards your data team already shipped. Runtime answers the question a controller just asked, ships a small dashboard if it becomes a pattern, and runs reconciliations against your real systems.

Give finance its own private agent

Connect your warehouse, Stripe, and your ERP to close faster, ship dashboards on demand, and keep sensitive data scoped. No credit card required.

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Talk to the team