Teams · Finance
Run your enterprise FinOps like clockwork.
Every close, the same interruptions: expense-policy questions, purchase-request status, access to a system someone needed yesterday. Rezolve.ai Sidekick answers from your actual policies, cited, logged, and approval-gated anywhere money or access moves. It’s the platform behind JLL’s “Ask Ethics” and TotalEnergies Denmark’s “Robin,” pointed at finance work.
Named numbers stay with the customers who reported them, platform-level figures are labeled as such. Every story, on the record →
Finance answers everyone else’s questions at the worst possible time
The questions peak exactly when your team can least afford them: close week, budget season, audit prep. None of them need a controller, all of them interrupt one.
“Can I expense this?”, four hundred times a quarter
Expense policy, per-diems, card limits, approval chains: Sidekick answers from the policy itself and cites the section, so the answer is consistent on day 1 and day 91.
Approvals live in email, which is where they die
Purchase requests and access requests become governed workflows: routed, reminded, approval-gated by a named human, and logged. Status is a question Sidekick can answer, not a thread to resurrect.
Access requests are a controls problem wearing an IT costume
Who got access to the ERP, who approved it, when it was revoked: joiner-mover-leaver runs on the system of record, so the answer at audit time is a query, not a hunt.
AI that touches money has to explain itself
Every action is explainable and every decision reviewable: the glass-box posture that let JLL run ethics and compliance for ~100,000 employees on this platform. That’s the bar your auditors will hold AI to.
How finance teams run Rezolve.ai
Answers first, then workflow, then the audit trail that makes both defensible.
Policy answers with the policy attached
Expense rules, payroll timing, procurement thresholds: answered in Teams, Slack, email or voice, grounded in your finance policies and cited, 24/7.
The requests that need judgment arrive organized
Exceptions and escalations reach your team summarized, with history and similar cases attached and a reply drafted, review and send.
Approval-gated by design
Build agents for purchase-request intake, access requests and policy checks in plain language with Agent Studio. Anything that moves money or grants access waits for a named approval, and connects to your stack through governed MCP tools.
See what interrupts your close
Rezolve DeskIQ clusters the questions and requests finance actually fields into ranked automation opportunities, evidence for the workflow you fix next quarter.
The audit trail is the product
Every answer, request, approval and action on one system of record: incident to change to joiner-mover-leaver, with assets and CMDB. Audit season becomes an export.
Governance at a scale finance recognizes
The clearest proof that this platform meets a controls bar isn’t a feature list. It’s that JLL, a Fortune 500 with roughly $23.4B in revenue, runs “Ask Ethics” on Rezolve.ai for about 100,000 employees across 80+ countries. Ethics and compliance is the least forgiving workload in the enterprise; it runs here.
“We rolled out this platform, Ask Ethics, with Rezolve.ai and it is already making waves across JLL. We are talking about a hundred thousand employees benefitting from this right now.”Pinak Dash · Executive Director, Technology · JLLRead the full story →
The record finance teams evaluate
Our published stories today come from IT, HR, support and compliance teams: several at financial institutions like Gesa, Patelco, UNFCU and Investors Community Bank. Finance work runs on the same governed platform: same approval gates, same audit trail, pointed at your workflows. Ask for finance references in the demo.
JLL puts “Ask Ethics” in front of ~100,000 employees with Rezolve.ai
TotalEnergies Denmark answers HR questions in ~30 seconds with “Robin,” built on Rezolve.ai
These are the customers on the public record, plenty more run Rezolve.ai without a public story. Browse all customer stories →
Questions we hear from Finance teams
Do any finance teams use Rezolve.ai?
Our named public stories today are IT, HR, customer-support and compliance deployments: several of them at financial institutions (Gesa, Patelco, UNFCU, Investors Community Bank). The finance workflows on this page run on exactly that platform: approval-gated agents, cited answers, one audit trail. We’re happy to arrange references in a demo.
Can automations touch money or ERP access?
Only through gates. Actions that move money, change master data or grant access are approval-gated to named humans, and every step (request, approval, execution), is logged on the system of record. Integrations run through governed MCP tools with scoped permissions.
How do answers stay accurate when policies change?
Answers are grounded in your current policy documents and cite their source. Update the policy, and Sidekick answers from the new version: no retraining project, no stale FAQ.
What does the audit trail actually capture?
Every question, answer, citation, workflow step, approval and autonomous action, timestamped on one system of record. SOC 2 Type II and ISO 27001 cover the platform itself.
What could we automate first?
The usual first wins are expense-policy Q&A, purchase-request intake and status, and access requests tied to joiner-mover-leaver. Rezolve DeskIQ then ranks the next opportunities from your own request history.
Where else Rezolve.ai runs
Bring your expense policy
Point Sidekick at the PDF everyone ignores, and watch it answer the questions your team fields every close: cited, gated, logged.