Home
Our Story
Why We Created Agentis AI
Discover Early Insights
Making Finance Work Better
From spreadsheets and silos to intelligent agents — the journey that inspired Agentis AI.
After decades of working in corporate finance, we witnessed the same challenges repeat across every organization. Finance professionals were trapped in outdated workflows, spending their nights reconciling spreadsheets instead of driving strategic decisions. We knew there had to be a better way — a future where technology served people, not the other way around.
Agentis AI was born from this vision: to transform how finance teams work by bridging the gap between human expertise and intelligent automation. We're not just building software; we're reimagining the entire finance experience for the modern era.
It Started in the Trenches
After two decades in finance — from Microsoft to General Mills to Diageo — one truth never changed: Finance teams were still living in Excel hell.
Spreadsheets ruled everything. Numbers lived in silos. And real-time decision-making? Still a dream.
Across every organization, I saw the same struggles:
  • Endless reconciliations and manual reporting eating up valuable hours
  • Human error and version chaos creating risk and uncertainty
  • Static systems that couldn't keep pace with business velocity
  • Teams spending nights fixing formulas instead of shaping strategy
The left hand never knew what the right hand was doing — not because people didn't care, but because the tools made it impossibly hard to keep up.
When AI Met Experience
Even as cloud ERPs advanced, they weren't solving the real issue — the human experience of managing finance work.
Data was more accessible, but insights were not.
It wasn't until AI matured — not as a buzzword, but as a trusted collaborator — that a real opportunity emerged.
That's when Agentis AI was born: A platform to finally close the gap between people, process, and performance.
Built for Humans, Not Replacements
Agentis AI is designed to empower people — not replace them.
Enable, Don't Replace
AI should amplify human judgment and expertise, not automate it away. We believe the best decisions come from the partnership between human intuition and machine intelligence.
Simplify Work
Reduce the noise. Eliminate the friction. Strip away the manual tasks that drain energy and focus, so finance teams can concentrate on what truly matters.
Empower Confidence
Give finance leaders real-time insights to decide with clarity. Transform uncertainty into confidence with intelligent guidance at every step.
Our Philosophy
We believe the future of work is Agentic — where humans guide, and intelligent agents assist.
Where data flows freely, systems talk to each other, and insights find you before you even ask.
Our mission is to change how finance works — not by adding more dashboards, but by removing friction from everyday tasks.
We're reimagining finance for the next decade — where automation serves intuition, and technology empowers people. This isn't about replacing the human element in finance; it's about elevating it. We're building a world where finance professionals can focus on strategic thinking, relationship building, and driving business growth instead of drowning in spreadsheets.
Every feature we design, every workflow we automate, every insight we surface — it all comes back to one fundamental question: Does this make the finance professional's work life better?
A Note from the Founder
"I'm a finance, operations, and tech guy at heart. I've built budgets, closed books, and presented to boards. I've lived the grind.
Agentis AI was born from that experience — from wanting to make work faster, simpler, and just a little more joyful for every finance professional out there."
— Founder, Agentis AI
This journey started in countless late nights closing monthly books, in boardroom presentations where one wrong number could derail everything, and in conversations with fellow finance leaders who all shared the same frustration: Why is this still so hard?
Technology has transformed nearly every aspect of business, yet finance work remained stubbornly manual, fragmented, and exhausting. Agentis AI represents the solution I wish I had throughout my career — intelligent assistance that understands the complexities of finance work and makes it genuinely easier.
Let's Make Work Easier — Together
We're bringing humanity back to finance — one intelligent agent at a time.
The future of finance isn't about working harder or adding more tools to your stack. It's about working smarter with intelligent assistance that understands your challenges because it was built by people who've faced them.
Join us in transforming how finance teams work. Whether you're a CFO tired of spreadsheet chaos, a controller seeking better visibility, or an analyst dreaming of more strategic work — we're building Agentis AI for you.
From Chaos to Clarity
1
The Excel Era
Manual processes, siloed data, endless reconciliations
2
Cloud Evolution
Better access, but insights still remained elusive
3
AI Emerges
Technology finally mature enough to be a true partner
4
Agentis AI
Intelligent agents empowering finance professionals
5
The Future
Seamless collaboration between humans and AI

Our Commitment: We're dedicated to building technology that respects the expertise of finance professionals while dramatically improving their daily work experience. Every feature we ship, every update we release, is guided by one principle: making finance work better for the humans doing it.
Thank you for taking the time to learn our story. We're just getting started, and we'd love for you to be part of this journey as we reshape the future of finance work.