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renlyAI for Finance

AI agents for finance teams. Less time in reports. More time on decisions.

renlyAI connects to your accounting system and answers the questions your finance team gets asked every day. Cash position, aged receivables, P&L variances. It drafts invoices, statements, and reports, with an approval card before anything posts.

The problem

Finance spends its days pulling numbers, not interpreting them.

Month-end. The cash question at 4pm. The variance nobody can explain. Most of a finance team's week goes on assembling data instead of advising on it. renlyAI does the assembling, so your team does the advising.

What your finance team can do

Six things to ask on day one.

Grounded in renlyAI's Xero and Dynamics 365 connectors. Available on Pro and above.

Cash position now

"What is our cash position and aged receivables this morning?"

Agent pulls the bank summary and aged receivables, and tells you who to chase first.

Explain the variance

"Run the May P&L and tell me why net profit is down on April."

Agent compares both months line by line and writes a plain-English variance summary.

Draft an invoice

"Invoice Acme for the May retainer, $8,500 plus GST."

Agent drafts the invoice with the right tax rate and shows an approval card before it posts.

Chase receivables

"Draft chase emails for every customer over 60 days."

Agent pulls aged receivables and queues a chase email per customer for batch approval.

Board-ready summary

"Summarise this quarter's financials for the board pack."

Agent fetches the reports and writes a clear summary with the key movements highlighted.

Spend review

"Which expense accounts are tracking over budget?"

Agent reads the chart of accounts and flags the overspends for review.

Connects to

The systems finance teams run on.

Every write is approval-gated. Every action is logged to an audit trail. Your accounting system stays the system of record.

Xero Dynamics 365 Google Workspace Microsoft Outlook
FAQ

Common questions.

What can renlyAI do for a finance team?

renlyAI connects to your accounting system and answers finance questions in plain English: cash position, aged receivables, P&L variances, and more. It drafts invoices, customer statements, and reports, all through approval cards before anything posts.

Does it connect to Xero?

Yes. renlyAI connects to Xero and Dynamics 365. The Xero agent reads invoices, payments, contacts, and financial reports directly, and drafts invoices and payments for your approval.

Is it safe to give AI access to financial data?

Every write to your accounting system goes through an approval card showing the exact data before it posts. Every action is logged to an audit trail. An org-level kill switch can halt all agent activity instantly.

Does it replace our accountant?

No. renlyAI handles the analysis and drafting so your finance team spends less time pulling reports and more time on decisions. Your accountant and your accounting system stay in place.

Give your finance team an analyst that never sleeps.

Connect your accounting system and let renlyAI do the assembling. Free plan available with your work email. No credit card.