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Platform

The Workspace

Where teams build and run their operations, with an AI agent at hand. Consolidate data from every system, automate the work between them, and keep finance in control.

Unified data layer

ERP, CRM, banking and operational data in one queryable, real-time source of truth.

ERPCRMBankingPaymentsOps
unified
Single source of truth
live

No pipelines · No stale exports

Automated transformations

Define data models visually. AI assists with mapping, cleaning and validation.

vendor_idVendor Name
amt_usdAmount (USD)
dt_createdCreated At
gl_codeGL Account
AI-assisted mapping

Real-time sync

Changes propagate in seconds. No nightly batches, no freshness gaps.

SAP ERPsynced 2s ago
Snowflakesynced 4s ago
Salesforcesynced 1s ago
Stripesynced 3s ago

Workflow builder

Connect steps across systems. Finance builds what used to take engineers weeks.

ERP Event
+
IF amount
+
Post GL

Drag and drop to build

Conditional logic

Branch on amount, supplier, account or any rule. Approvals route themselves.

IFAmount > $10,000
YESRoute to CFO
NOAuto-approve

Any field · Any rule

Schedules and triggers

Run closes, reports and reconciliations on a schedule or on events.

Month-end close1st of month
Daily reconcile06:00 daily
Weekly reportMon 08:00
AR agingFri 17:00

Human in the loop

Review steps wherever judgement is needed, tracked and auditable.

Review required

Wire transfer: $45,000

Vendor: Acme Corp · GL: 5100

Approve
Reject

Tracked · Auditable

Replay and recovery

Replay a failed run from any step, with the full history kept.

Fetch datadone
Transformfailed
Post GLskipped
↩ Replay from step 2

Alerting

Notify Slack, email or any system when thresholds break or exceptions appear.

Slack

Reconciliation complete

Email

Monthly close ready

Webhook

Exception: 3 items

Automate cheaper. Close faster. Control better.

Finance teams use Millentic to replace months of IT projects with agentic workflows that go live in days.