Auditoria
Also known as: Auditoria.AI, Auditoria SmartBots
Auditoria builds agentic AI for the Office of the CFO that runs accounts payable, accounts receivable and finance research autonomously inside your enterprise resource planning system.
Auditoria.AI builds agentic AI for the Office of the CFO: finance agents that own and operate the cash cycle inside the systems a finance team already runs.
Its accounts payable agents run every process between the shared AP inbox and the ERP, answering supplier inquiries, capturing, coding, matching and routing invoices in any format, language or currency, managing accruals for a faster close, reconciling supplier statements and monitoring vendors for risk; its accounts receivable agents answer customer inquiries, work every account daily on collections and apply incoming cash; and SmartResearch answers cash questions in plain language from the same live records the agents act on, with every figure traced to the transaction that produced it and the same question returning the same answer unless the data has changed.
Agents connect through certified connectors to Workday, Oracle, SAP, NetSuite, Sage, ServiceNow and Coupa, universal connectors for other systems, Microsoft and Google inboxes, and third party data feeds from bank accounts to sanctions lists, and read systems of record agnostically down to custom fields.
Governed Autonomy is the control model: the customer sets the autonomy level for each workflow, starting supervised and extending by workflow and by policy, bounds what each agent can act on by role, entity, vendor, amount and logic rules, changes policies with immediate effect on work in flight, and sees every action logged, explainable and audit ready in an action hub of items to approve, acknowledge, answer and review.
Auditoria runs a patented finance specific language model customized per organization alongside commercial and open source models, is ISO 27001 certified and SOC 2 Type II, HIPAA and GDPR compliant with tenant isolation and regional data residency across US, Canadian and UK data centers, is a founding partner in Workday's AI Agent Partner Network as a certified Agentic System of Record, and is used by finance teams at organizations including Denny's, Match Group, Brown and Brown, Blackbaud, Sophos, RingCentral, Ochsner Health, Memorial Sloan Kettering and Iowa State University. It is sold by demo.
Vendor details
Canonical URL
https://auditoria.ai
Category
Enterprise operations agent
Company status
independent
Use cases & customers
In practice
Your accounts payable team drowns in invoices arriving as email, portal, and phone requests. Auditoria SmartBots ingest, code, match, and route them and answer supplier inquiries automatically, so staff work exceptions rather than every message.
Collections outreach eats your receivables team's week. SmartCustomer agents prioritize which accounts to chase, run dunning across channels, match remittances, and apply cash, cutting accounts receivable balances without manual follow up on every account.
A board member asks about cash position and vendor risk and finance scrambles for a report. SmartResearch reads live financial data and answers in natural language on the spot, no analyst or spreadsheet required.
Agentic Index coverage score
10.5 / 14 capabilities · 75%
| Integrations & Tool Calling | Full |
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Auditoria offers certified connectors to Workday, Oracle, SAP, NetSuite, Sage, ServiceNow and Coupa, universal connectors for other systems, connected Microsoft and Google inboxes, and eleven named third party data feeds (bank accounts, FRED and TIN, CPI and FX rates, sanctions, FDA and IRS, World Bank, credit reporting and labor data). Agents act inside these systems: they capture, code, match and route invoices, apply cash and manage accruals inside the ERP, and answer vendors and customers by email. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Workflow Orchestration | Full |
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Agents run every process between the shared AP inbox and the ERP, capturing, coding, matching and routing invoices, managing accruals, reconciling statements and monitoring vendors, and on the receivables side they work accounts daily, resolve billing questions and apply cash. Each runs under policies the customer configures per workflow, with autonomy set per workflow, and SmartResearch acts on the same records by prompt, so multi step, multi agent execution is documented across payables and receivables. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Knowledge Grounding & RAG | Full |
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A connected data layer spans the customer's ERPs, systems of record, inboxes and eleven named third party data feeds, read agnostically including custom fields as unflattened data, and both the agents and SmartResearch query it. SmartResearch answers from the same live records with every figure traced to its transaction and returns the same answer to the same question unless the data has changed, and agents run under the customer's configured policies. Whether the vendor holds its own index or queries the systems of record at run time is not stated. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Human Oversight & Guardrails | Full |
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Governed Autonomy lets the customer set the autonomy level for each workflow. Agents start supervised and extend autonomy by workflow and by policy rather than a global toggle, the customer bounds what each agent can act on by role, entity, vendor, amount and logic rules, policy changes apply to work in flight, and the action hub queues items by Approve, Acknowledge, Answer and Review for the team. SourceAuditoria, auditoria.ai/how-it-worksread 2026-09-06 |
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| Security, Identity & Governance | Full |
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ISO 27001 certification and SOC 2 Type II, HIPAA and GDPR compliance are stated on the homepage and How It Works page. Governed Autonomy gives the customer an access model: the customer defines what each agent can act on at a granular level by role, entity, vendor, amount and logic rules, with tenant data isolation, and the vendor's own collateral adds comprehensive access control and end to end encryption. No SSO or SCIM support is documented for how users sign in and are provisioned. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Observability & Auditability | Full |
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Every agent action and rule is logged, explainable, traceable and audit ready, every figure SmartResearch returns is traced to the transaction that produced it with the source and reasoning shown, and the operating view shows what agents handled, what they escalated and why. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Memory & State Persistence | Not documented |
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No memory layer with a stated scope and lifetime and no conversational session state is documented. Policies the customer updates apply immediately to agents, including work in flight, which is configuration, and the transaction, vendor and customer records the agents work over are the customer's systems of record and the vendor's data layer, which is grounding rather than memory. SourceAuditoria, auditoria.ai/how-it-worksread 2026-09-06 |
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| Deployment & Data Residency | Full |
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Named regions cover US and Canadian operations plus a London data center on AWS established to meet European data residency requirements, per the vendor's August 2025 announcement, and the current How It Works page states tenant data isolation and regional data residency. No customer selection of region is documented. The London region was announced as expected in the third quarter of 2025, and neither its live status nor how a tenant is placed there is published. SourceAuditoria, businesswire.com release of 26 August 2025 (vendor issued) and auditoria.ai/how-it-worksread 2026-09-06 |
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| Prebuilt Agents, Templates & Packs | Full |
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Customers can adopt eight named agents (AP Helpdesk, AP Invoices, AP Accruals, AP Vendor Watch, AP Statement Reconciliation, AR Helpdesk, AR Collections and AR Remittances) plus SmartResearch. The How It Works page says a customer can start anywhere with any of them, and each agent runs its whole process without the others. SourceAuditoria, auditoria.ai and auditoria.ai/how-it-worksread 2026-09-06 |
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| Triggers & Channel Coverage | Full |
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Work reaches the agents from connected Microsoft and Google inboxes and from the customer's ERPs and systems of record, so an arriving supplier email or customer inquiry starts an agent. The AR agents work every account daily on a recurring cadence, AP Vendor Watch monitors suppliers for risk, and intake runs across email, portal and phone. SourceAuditoria, auditoria.ai/how-it-works and auditoria.airead 2026-09-06 |
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| Model Flexibility & Routing | Partial |
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Domain specific language models built for finance, accounting and procurement power the agents, combined with multiple commercial and open source large language models, per the vendor's announcement, and the homepage describes the patented finance model customized per organization. No customer or admin selection of the model is documented. SourceAuditoria, businesswire.com release of 26 August 2025 (vendor issued) and auditoria.airead 2026-09-06 |
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| APIs, SDKs & MCP Extensibility | Partial |
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Auditoria is a launch partner in Workday's AI Agent Partner Network and a certified Agentic System of Record, an interface through which Workday's agent gateway drives Auditoria's agents from outside, and its ServiceNow integration lets SmartBots act as users of that platform. No public API reference, SDK, MCP server or agent card for the Auditoria platform itself is documented, and the site's navigation carries no developer link, so the partner gateway is asserted rather than documented. SourceAuditoria, businesswire.com release of 26 August 2025 (vendor issued) and auditoria.ai/partnersread 2026-09-06 |
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| Testing, Debugging & Optimization | Partial |
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Auditoria documents a release path for autonomy: each workflow starts supervised and its autonomy level is raised by workflow and by policy as the work proves itself, with live telemetry of what agents handled and escalated and why. No evaluation harness, scored test cases or gate with a readable verdict on a change to an agent is documented, and the AI Outcomes team that tracks agent performance is the vendor's service. SourceAuditoria, auditoria.ai/how-it-worksread 2026-09-06 |
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| Browser & Computer Use | Not documented |
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No browser, desktop or computer control is documented. Agents reach the customer's systems through certified and universal connectors and connected inboxes, and take in requests over email, portal and phone. SourceAuditoria, auditoria.ai/how-it-worksread 2026-09-06 |
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The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
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