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Finance systems and agentic AI
- Context
- One agentic reference architecture supports four finance POCs for contract capture, invoice chat, document links, and billing checks.
- Decision
- Use one agentic reference architecture for four finance workflows. Do not build one general assistant.
- Work
- The reference architecture covers contract capture, billing, and invoice chat.
- The invoice agent answers questions about a selected invoice.
- The upload interface captures fields from MSAs, SOWs, POs, and invoices.
- The billing agent checks each invoice against its project documents.
- Outcome
- Four production POCs covered contract capture, invoice chat, document links, and billing checks.
- The shared design gives future finance agents the same controls and evidence model.
- Stack
- Azure · Reflex · LangChain · LLM agents · MCP
- Constraints
- Anonymized pharmaceutical environment · Financial documents · Evidence that a person can verify