AI Agent platform for Finance & Admin teams
Build, use & control your agents on Phacet.
Create your Phacets
Build, use and manage your own AI agents - with performance, control and security by design.
Build
Describe your process. The agent builds it for you.
Pick a ready-to-use agent from the catalog, or describe your need - the agent questions, configures and iterates with you.
Import your PDFs, spreadsheets, emails or connect your systems (ERP, banks, SFTP).
The agent creates your Tables, workflows and workspace. No code required.
Structure
Turn your documents and raw data into auditable Tables.
AI extracts data from invoices, contracts, delivery notes — line by line, field by field.
Configurable AI columns: categorization, standardization, web enrichment (SIREN, VAT, company checks).
AI Source shows exactly which parts of your documents were used. Nothing hidden.
Match
Reconcile, verify and trace every flow.
AI Match combines exact and semantic matching with confidence scores at every line.
Review line by line: documents side by side, extracted data, discrepancies flagged. Validate or correct in one click.
Full audit trail: every action traced, timestamped, consultable. Your business rules applied to 100% of flows.
Analyze
Your data is reliable.
The agent delivers the results.
Anomaly reports, monthly summaries, dashboards - the agent produces the deliverables your team needs, grounded in audited data.
On-demand dashboards, PDF and CSV exports, proactive alerts on discrepancies and threshold breaches.
Everything is searchable, shareable and versioned. Information comes to your team - not the other way around.
Connect to your daily tools
Our platform connects with the tools your teams rely on every day: whether it’s ERP, Accounting & Billing systems, HRIS, Bank, CRM, Microsoft & Google office suite.
6 reasons to choose Phacet
Discover how Phacet helps you go faster, smarter, and further with AI.
Our team helps you scope the right use case, configure your first Phacet, and train your team — so you can be live in days, not weeks.
Unlike generic LLMs or no-code tools, Phacet ensures reliability through integrated business rules, AI supervision, and model orchestration.
Process thousands of rows or documents per day with robust agents tailored for Finance, Legal, and Ops teams.
Enterprise-grade encryption, GDPR-ready, SOC2 / ISO27001 compliant hosting.
Audit every step of AI output with traceability, human-in-the-loop validation, and granular
access controls.
From invoice extraction to contract validation, deploy AI agents designed for real Finance, Legal, Ops & Data workflows.
Built for finance teams
From the CFO who needs control to the team that needs efficiency.
Finance & back-office teams
Stop spending 80% of your time on data prep. Let agents structure, reconcile and control - whether it's AP, purchasing, order management or treasury.
CFOs & Finance leaders
100% of flows controlled, not 10%. Full audit trail. Real-time visibility across entities and sites.
Champions & Builders
Build custom agents with no code. The agent co-builds with you. Templates + Studio.
Smartbox transforms catalog and financial operations with Phacet.
Frequently Asked Questions
Phacet is an AI agent platform built to automate financial and administrative workflows. It extracts, verifies, reconciles, and classifies data with full traceability, human supervision, and GDPR compliance.
Phacet connects to your PDFs, Excel files, ERP or CRM exports, and internal systems to automate invoice processing, contract validation, bank reconciliation, and accounting data management.
Each AI agent runs with embedded business rules and human-in-the-loop supervision. Every output is auditable, with citations, detailed logs, and manual validation where necessary.
Unlike generic LLMs or no-code apps, Phacet combines AI, control, and compliance. Its workflows are structured, auditable, and orchestrated, enabling thousands of daily operations with consistent accuracy.
Yes. Phacet integrates with your ERP, CRM, HRIS, Microsoft 365, and Google Workspace to centralize all back-office automation in one secure environment.
You can create and activate your first AI agent in under one hour. Once live, your teams can expand to new use cases easily, no migration or technical setup required.
