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Agetos Finance

What Agetos Finance is
Agetos Finance is a web-based AI controller for continuous monitoring and audit-ready workflows during the mid-market financial close. It includes eleven specialist agents and a conversational CFO Copilot. Its Continuous Close Engine calculates a daily Close Readiness Index from 0 to 100 for each legal entity at 06:00 UTC, using four canonical drivers. Each scan generates an HTML or PDF audit bundle whose findings cite a rule ID, evidence hash, and agent signature. Drafted journal entries require approval from a second, distinct person before posting.
The product supports bookkeeping automation, bank reconciliation, close management, approval workflows, and multiple entities. ERP connectors cover NetSuite through SuiteQL, Sage Intacct through a partner API, and QuickBooks Online Advanced with CSV fallback. Read-only SQLAlchemy synchronization is available for Snowflake, BigQuery, and Postgres. Scans can be scheduled daily, weekly, monthly, or quarterly, with Slack webhook or email notifications. Security features include Google OIDC, SAML SSO, TOTP two-factor authentication, five-role RBAC, and API keys. Vendor, customer, and account names, raw transaction text, and journal-entry memos are excluded from LLM prompts and logs. The product targets scale-ups, PE-backed mid-market companies, and pre-IPO operators with $50M–$1B in revenue.
Who it suits
Agetos Finance is aimed at scale-ups, PE-backed mid-market companies, and pre-IPO operators with $50M–$1B in revenue. It may suit finance teams seeking daily close monitoring, audit bundles, approval controls, and connections to supported accounting or warehouse systems.
What it does well
- Daily Close Readiness Index for each legal entity.
- Eleven specialist agents plus a conversational CFO Copilot.
- Audit bundles include rule IDs, evidence hashes, and agent signatures.
- Maker-checker approval is required for drafted journal entries.
- Supports scheduled scans and Slack webhook or email notifications.
- Includes ERP and read-only data warehouse connections.
What to know first
- There is no free plan or free trial.
- The Pilot is limited to one entity and one close cycle.
- Annual single-entity service is limited to one entity.
- SOC 2 Type 1 is in audit, with later certifications planned.
Limits
The Pilot costs $15,000, paid once, billed 30 days, and covers one entity and one close cycle. The annual single-entity plan costs $96,000 a year and covers one entity; the annual multi-entity plan costs $160,320 a year and covers up to five entities. There is no free plan or free trial.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pilot | 30 days · one entity · one close cycle · 11 specialist agents + CFO Copilot · unlimited authorized users · unlimited scans | $15,000, paid once |
| Gain-share kicker | on top of license · audited FTE savings · capped $400K per customer entity per year · Big-4 validation required | $25 |
| Annual · single-entity | annual · unlimited closes · one entity · 60-day exit clause | $96,000 a year |
| Annual · multi-entity | annual · up to 5 entities · consolidation · dedicated Customer Success Manager · custom integrations on request | On request |
As agetos.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Agetos Finance website.
- Choose a Pilot, annual single-entity, or annual multi-entity plan.
- Connect a supported ERP, or configure read-only warehouse synchronization if needed.
- Set a scan schedule and Slack webhook or email notifications.
- Use the web product's close workflows and approval controls.
Verdict
Choose Agetos Finance if your organization fits its stated mid-market audience and needs continuous close monitoring with approval controls and audit bundles. Look elsewhere if you need a free plan or trial, or if the listed Pilot scope of one entity and one close cycle is insufficient.
Questions
How much does Agetos Finance cost?
The Pilot is $15,000, paid once, billed 30 days. Annual single-entity service is $96,000 a year, and annual multi-entity service is $160,320 a year. The gain-share kicker is priced on request, billed on top of the license; it is capped at $400K per customer entity per year and requires Big-4 validation.
Is there a free plan or trial?
No. Agetos Finance has neither a free plan nor a free trial.
Which accounting integrations are supported?
ERP connectors support NetSuite via SuiteQL, Sage Intacct via partner API, and QuickBooks Online Advanced with CSV fallback.
Which data warehouses can it connect to?
Read-only SQLAlchemy synchronization is available for Snowflake, BigQuery, and Postgres.
What does the Pilot include?
It covers one entity and one close cycle, with eleven specialist agents, the CFO Copilot, unlimited authorized users, and unlimited scans.
What is the compliance status?
SOC 2 Type 1 is in audit with a Q3 2026 target. SOC 2 Type 2 and ISO 27001 are planned for Q1 2027.
Facts from Agetos Finance's own pages
- Audit bundle
- Each scan produces an HTML or PDF audit bundle in which Findings cite rule_id, evidence_hash and agent_signature. · agetos.com, 2 Oct 2026
- Authentication
- Security features include Google OIDC, SAML SSO, TOTP two-factor authentication, five-role RBAC and API keys. · agetos.com, 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. · agetos.com, 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. · agetos.com, 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. · agetos.com, 2 Oct 2026
- Data warehouse integrations
- Read-only SQLAlchemy synchronization is available for Snowflake, BigQuery and Postgres data warehouses. · agetos.com, 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. · agetos.com, 2 Oct 2026
- ERP integrations
- Connectors support NetSuite via SuiteQL, Sage Intacct via partner API, and QuickBooks Online Advanced with CSV fallback. · agetos.com, 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. · agetos.com, 2 Oct 2026
- Headquarters
- Bengaluru, Karnataka, India · agetos.com, 28 Sept 2026
- Journal controls
- Drafted journal entries require a second distinct approver before posting through maker-checker controls. · agetos.com, 2 Oct 2026
- Notifications and scheduling
- The product supports daily, weekly, monthly and quarterly scheduled scans with Slack webhook or email notifications. · agetos.com, 2 Oct 2026
- Product purpose
- Agetos Finance is an AI controller for the mid-market close, providing continuous close monitoring and audit-ready workflows. · agetos.com, 2 Oct 2026
- Specialist agents
- The product includes eleven specialist agents plus a conversational CFO Copilot. · agetos.com, 2 Oct 2026
- Support SLA
- The annual single-entity plan includes quarterly success reviews and a four-business-hour response SLA. · agetos.com, 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. · agetos.com, 2 Oct 2026
Where Agetos Finance stands on Freedom251
- AI Accounting Software#19 of 32
