Agetos Finance
Agetos Finance is a web-based AI controller for mid-market financial close work, with continuous monitoring and audit-ready workflows.
What Agetos Finance is
Agetos Finance is a web-based AI controller for mid-market financial close work, with continuous monitoring and audit-ready workflows. Eleven specialist agents and a conversational CFO Copilot support the process. Its Continuous Close Engine calculates a daily 0–100 Close Readiness Index for each legal entity at 06:00 UTC, using four canonical drivers. Draft journal entries require a second distinct approver through maker-checker controls. Every scan creates an HTML or PDF audit bundle whose findings cite a rule ID, evidence hash, and agent signature. Connectors cover NetSuite, Sage Intacct, and QuickBooks Online Advanced, with CSV fallback for the latter; read-only synchronization supports Snowflake, BigQuery, and Postgres. Daily, weekly, monthly, and quarterly scans can notify through Slack webhooks or email. Security includes Google OIDC, SAML SSO, TOTP two-factor authentication, five-role RBAC, API keys, and encrypted secrets. SOC 2 Type 1 is in audit with a Q3 2026 target; Type 2 and ISO 27001 are planned for Q1 2027.
Good
- Daily Close Readiness Index per legal entity
- Eleven specialist agents plus CFO Copilot
- Maker-checker journal approval controls
- ERP and warehouse integrations
- Scheduled scans with Slack or email notifications
Watch out
- No free plan or free trial
- SOC 2 Type 1 remains in audit
- Web platform only
Who it suits
It is aimed at scale-ups, PE-backed mid-market companies, and pre-IPO operators with $50M–$1B in revenue.
Verdict
Agetos Finance focuses on controlled, monitorable close operations across entities and accounting systems. Its documented audit bundles, approval rules, and enterprise pricing suit organizations with formal close requirements.
Plans and prices
From Agetos Finance's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Gain-share kicker | Priced on request | audited FTE savings · capped $400K per customer entity per year · Big-4 validation required · on top of license |
| Pilot | $15,000, paid once | one entity · one close cycle · 11 specialist agents + CFO Copilot · unlimited authorized users · unlimited scans · 30 days |
| Annual · single-entity | $96,000 a year | unlimited closes · one entity · 60-day exit clause · annual |
| Annual · multi-entity | — | up to 5 entities · consolidation · dedicated Customer Success Manager · custom integrations on request · annual |
The facts
Each one read from Agetos Finance's own pages, with the date it was checked.
What it does
- Audit bundle
- Each scan produces an HTML or PDF audit bundle in which Findings cite rule_id, evidence_hash and agent_signature.checked 2 Oct 2026
- Authentication
- Security features include Google OIDC, SAML SSO, TOTP two-factor authentication, five-role RBAC and API keys.checked 2 Oct 2026
- Close Readiness Index
- The Continuous Close Engine computes a daily 0–100 Close Readiness Index per legal entity at 06:00 UTC using four canonical drivers.checked 2 Oct 2026
- Compliance status
- SOC 2 Type 1 is in audit with a Q3 2026 target, while SOC 2 Type 2 and ISO 27001 are planned for Q1 2027.checked 2 Oct 2026
- Data protection
- Vendor, customer and account names plus raw transaction text and journal-entry memos are excluded from LLM prompts and logs.checked 2 Oct 2026
- Data warehouse integrations
- Read-only SQLAlchemy synchronization is available for Snowflake, BigQuery and Postgres data warehouses.checked 2 Oct 2026
- Encryption
- ERP OAuth tokens, warehouse DSNs, two-factor secrets and notification targets are encrypted at rest with Fernet using MultiFernet key rotation.checked 2 Oct 2026
- ERP integrations
- Connectors support NetSuite via SuiteQL, Sage Intacct via partner API, and QuickBooks Online Advanced with CSV fallback.checked 2 Oct 2026
- Founder
- Ajay Nagdev is identified as the founder, close-process SME and product lead, based in India with more than 25 years of close-cycle experience.checked 2 Oct 2026
- Journal controls
- Drafted journal entries require a second distinct approver before posting through maker-checker controls.checked 2 Oct 2026
- Notifications and scheduling
- The product supports daily, weekly, monthly and quarterly scheduled scans with Slack webhook or email notifications.checked 2 Oct 2026
- Product purpose
- Agetos Finance is an AI controller for the mid-market close, providing continuous close monitoring and audit-ready workflows.checked 2 Oct 2026
- Specialist agents
- The product includes eleven specialist agents plus a conversational CFO Copilot.checked 2 Oct 2026
- Support SLA
- The annual single-entity plan includes quarterly success reviews and a four-business-hour response SLA.checked 2 Oct 2026
- Target customers
- Agetos is built for scale-ups, PE-backed mid-market companies and pre-IPO operators with $50M–$1B in revenue.checked 2 Oct 2026
The company
- Headquarters
- Bengaluru, Karnataka, Indiachecked 28 Sep 2026
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