Skip to content
FidelicRoster →

Roster / Finance

Finance agents

Bookkeeping, monthly close, journal entries. Controller-reviewed and audit-defensible.

Strategy

AI bookkeeping vendors (Pilot, Numeric) gate their actual agent capability behind sales-call pricing. Pilot Essentials at $99/mo is a service-with-AI; Pilot Core is opaque; Numeric's AI agent lives in Growth/Enterprise. The Fidelic posture: flat $500/mo with the controller's rules published and every journal entry auditable.

ZEFA runs reconciliations and journal entries against the controller's rules; the controller reviews and finalizes the close. The autonomy ceiling is "draft only" — close finalization, external sign-off, audit, and tax interpretation always escalate.

Agents in this category