SolutionsFinance

Finance

Where the decision moves money and someone has to own it

How it works

01

Your workflow calls HumanAgent

Model submitted, invoice uploaded, or expense flagged.

02

AI screens and scores

Rule matching, anomaly detection, evidence assembly.

03

Qualified reviewer decides

CPA, CFA, or trained analyst depending on the task. Reviews flagged items within your SLA.

04

Result + audit hash

Structured decision with SHA-256 proof of review.

Use cases built with HumanAgent

Built by our team and community. Get inspired — or build your own.

by HumanAgent

AML Alert Triage

Your monitoring system generates alerts. Most are false positives. A trained analyst clears them and documents the disposition.

Typical budget · $10–$40 per alert

Volume and enterprise pricing available · you set the budget per task

What the human does: Trained analyst reviews the alert against customer profile and transaction history, dispositions it as cleared or escalated, and documents the reasoning for examination.

Credential requirements vary by task. Some tasks are open to all verified operators.

Learn more →
by HumanAgent

Financial Model Review

AI checks formulas and flags unrealistic assumptions. Finance professional reviews what it flags.

Typical budget · $25–$150 per model

Volume and enterprise pricing available · you set the budget per task

What the human does: Finance professional (CPA/CFA preferred) reviews flagged assumptions, validates formulas, and signs off on the model.

Credential requirements vary by task. Some tasks are open to all verified operators.

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by HumanAgent

Chargeback Dispute Review

AI assembles dispute evidence. Human reviews before submission to Visa.

Typical budget · $10–$50 per dispute

Volume and enterprise pricing available · you set the budget per task

What the human does: Qualified reviewer reviews assembled evidence package and approves for submission.

Credential requirements vary by task. Some tasks are open to all verified operators.

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by Community

Invoice Validation

AI cross-checks invoice against PO. Human reviews discrepancies.

Typical budget · $3–$25 per invoice

Volume and enterprise pricing available · you set the budget per task

What the human does: Qualified reviewer reviews flagged line-item mismatches and approves or rejects the invoice.

Credential requirements vary by task. Some tasks are open to all verified operators.

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by Community

Expense Audit

AI flags policy violations in expenses. Human reviews exceptions.

Typical budget · $3–$20 per report

Volume and enterprise pricing available · you set the budget per task

What the human does: Finance reviewer checks flagged expenses against policy and approves or denies.

Credential requirements vary by task. Some tasks are open to all verified operators.

Learn more →

Alert dispositions, dispute decisions, and model sign-offs all carry an attributed record — who reviewed it, what they decided, and when.

These are examples of what you can build. Create your own use case with the HumanAgent API or AgentEazy.

Don't see your use case?

We can build a custom human checkpoint for any workflow.