AI finance workflow controls
Apply deterministic evidence and approval rules before financially sensitive actions. Payouts, credits and write-offs get the same treatment as human initiated finance work.
- 08:31Credit note 180 USDALLOW
- 08:44Write-off 1,250 USDReason: Finance approval required for write-offsREQUIRE APPROVAL
- 08:52Payout 3,400 USDReason: Payment method changed 2 days agoBLOCK
Interface example. Not Gatewise customer data.
The problem
Why tool access is not enough
- Finance actions carry direct monetary impact and audit expectations.
- Agents often work from summaries instead of ledger state.
- Approval chains exist on paper but not in the agent's execution path.
Evidence checked
What Gatewise reads first
- Ledger balance and open items
- Payment method and payout destination state
- Existing credit notes and write-offs
- Segregation of duties requirements
- Amount against the approval matrix
Policy
Business rules, written the way the business states them
Policies are owned by the team that owns the rule. Gatewise turns them into deterministic execution controls.
- R01Allow credit notes up to 250 USD with a matching open invoice.
- R02Require Finance approval for any write-off.
- R03Block payouts to a payment method changed in the last 7 days.
- R04Require two named approvers above 5,000 USD.
- R05Return insufficient evidence when ledger data is older than 24 hours.
Interface example of a configured policy.
More controls
Other actions Gatewise controls
Give your agents freedom without giving them a blank cheque.
Tell us what your agents are allowed to do today. We will review whether Gatewise fits your agent workflow.
Works with your agents and existing business tools