AI-NATIVE FINANCE

Governed agents that
never sleep.

Configure agents in plain English. Revenue, budget, forecast, compliance, supply chain, treasury, and operations specialists respond to real-time market data and system state, adjusting plans continuously. Your team sets the boundaries; agents run the rest.

Sven - AI Planning Agent
MEET SVEN

Your AI co-pilot for finance and operations.

Sven is the conversational interface to Nordite's planning engine. Describe what you need in plain English and he helps build financial models, formulas, dashboards, reports, forecasts, simulations, and optimization workflows. He reads approved live data, operates inside governed guardrails, and produces structured, drillable outputs you can review. Upload your own documents, policies, and industry knowledge and Sven draws on them automatically, giving domain-specific answers instead of generic ones.

Scaffolds models from a single prompt
Runs forecasting, simulation, and optimization
Runs governed custom analytics
Generates structured, drillable reports
Governed by tenant policies and approval gates
Learns from your uploaded knowledge files
AGENT SKILLS IN PRODUCTION

Skills activate at runtime.
Guardrails stay in control.

Nordite pairs governed multi-agent planning with task-aware capabilities and policy-aware access. The result is agentic execution that stays focused, inspectable, and safe to operate inside real finance workflows.

01

Governed agent capabilities

Agent capabilities are explicit, inspectable, and governed so specialist behavior can be reviewed and controlled.

02

Only relevant context is used

Nordite narrows each agent task to the relevant planning context, keeping execution focused on the current business domain.

03

Tool access narrows in real time

Tool access remains subject to user, tenant, and project policy, giving agents what they need without exposing unnecessary capability.

04

Connected intelligence, not disconnected demos

Forecasting, optimization, simulation, audit trails, live connectors, and zero-ETL open-format previews operate on the same model, so agents can react to current data rather than stale exports and handoffs.

What this unlocks

Revenue, budget, forecast, compliance, and planning specialists can collaborate in one governed workspace with approvals, branching, traceability, continuous replanning, and in-place Parquet or Arrow data previews built in.

AGENT OPERATING MODES

Three modes. Full control at every level.

Agents adapt to your governance requirements. Run them interactively with approval on every action, let them operate on a schedule with periodic review, or delegate fully autonomous execution within strict guardrails. You choose how much autonomy each agent gets.

Interactive

Human-in-the-loop

The agent proposes changes and waits for explicit approval before every action. Ideal for sensitive financial models, compliance-critical workflows, and initial deployments where your team wants full visibility before trusting automation.

Scheduled

Supervised automation

Agents execute on a schedule - daily forecasts, weekly reports, monthly close workflows - and surface results for review. Low-risk actions run automatically; high-impact changes still require approval before merging to the live model.

Autonomous

Full delegation

Agents monitor live data streams, adjust assumptions, rebalance allocations, and update forecasts continuously. Everything operates within the permission boundaries and policy guardrails you define. Audit trails capture every action for full traceability.

CUSTOM ANALYTICS

Agents can run governed analysis.
With review and audit.

When built-in tools are not enough, agents can propose custom analytical steps for review. Execution follows deployment policy, resource controls, and audit logging so your team can inspect what ran and why.

Custom analytics on demand

Agents can run approved statistical analysis, time-series decomposition, regression modeling, and custom visualizations that go beyond the standard toolset.

Controlled execution

Custom analysis follows explicit policy controls, scoped inputs, and deployment-level resource boundaries. Generated code cannot act outside the permissions granted to the task.

Approval before execution

In interactive and supervised modes, agents present proposed analytical steps for review before they run. Approvals, rejections, and outputs are logged in the audit trail.

Common analysis tools
pandas numpy numpy-financial scipy matplotlib openpyxl

Code Blocks: your logic, their hands

Go beyond ad-hoc code generation. Define reusable Python or R scripts, declare their input schemas, and register them as callable MCP tools. Agents discover registered Code Blocks automatically and invoke them with validated parameters. Scoring models, data transformations, validation rules, custom calculations - write them once, let agents call them on every run. Every execution is logged with inputs, outputs, and duration for full auditability.

BUILT-IN DATA INFRASTRUCTURE

Workflow, ETL, simulation, and real-time
transactional data. All native.

Nordite is not just an analytics layer on top of other tools. The workflow engine, data pipelines, transaction simulator, and real-time data processing are built into the platform. Agents orchestrate the full stack without external dependencies.

Visual workflow designer

Drag-and-drop workflow canvas for building multi-step data pipelines, model dependencies, and agent orchestration flows. Connect modules, transforms, joins, filters, aggregators, solvers, and simulators visually. Every node is configurable and the full dependency graph resolves automatically.

Real-time transactional data

Nordite processes transactional data as it arrives, not in batch cycles. Live sales transactions, inventory movements, expense entries, and cash flows feed directly into the live model. Agents react to actual business activity in real time, keeping forecasts and allocations aligned with what is happening now, not what happened last month.

Native ETL pipelines

Built-in extract, transform, and load pipelines connect to external databases, APIs, flat files, and cloud storage. Data flows through configurable transform, join, filter, and aggregation nodes before landing in the live model. No external ETL tool required.

Transaction data simulator

Generate realistic transactional datasets for testing, demos, and scenario planning. Configure regions, transaction types, volume distributions, and seasonal patterns. Agents use generated data to validate models before live data is connected, or to stress-test plans against edge cases.

Why this matters

Traditional tools sit downstream of data warehouses and depend on periodic extracts. Nordite collapses the data pipeline into the platform, so agents work with current data instead of stale snapshots. The difference between daily batch cycles and continuous real-time processing is not incremental - it changes what is possible.

THE AUTONOMOUS FINANCE TEAM

Governed agents. One unified model.
Zero manual reconciliation.

Each agent specialises in a business function, but works inside standards-based profiles, explicit skill packages, tenant and project overrides, and runtime guardrails. They collaborate through Nordite's shared model in real time while preserving auditability and control.

Source of Truth
CFO
Revenue
Budget
Forecast
Compliance
LIVE DATA
Stripe $2,340 payment received · Xero Invoice #4821 reconciled · FX EUR/USD 1.0842 (+0.12%) · SAP GL posting JE-90421 · HubSpot Deal $48K moved to Closed Won · Stripe $890 subscription renewed · Xero Bank feed reconciled 12 items · FX GBP/USD 1.2714 (-0.03%) · Stripe $2,340 payment received · Xero Invoice #4821 reconciled · FX EUR/USD 1.0842 (+0.12%) · SAP GL posting JE-90421 · HubSpot Deal $48K moved to Closed Won · Stripe $890 subscription renewed · Xero Bank feed reconciled 12 items · FX GBP/USD 1.2714 (-0.03%) ·

CFO Strategist

Scenario planning & board reporting
Comparing 3 scenarios...

Revenue Analyst

Pipeline & revenue recognition
Processing 47 new bookings...

Budget Controller

OpEx tracking & allocations
Reviewing spend vs budget...

Forecast Engine

Forecasting, cohort projection & regime detection
Running time-series model...

Compliance Auditor

Audit trail & policy enforcement
Validating approvals...

Central governance

The model owns the plan. Targets, assumptions, and constraints flow from the source of truth to every agent, ensuring alignment without manual coordination.

Agents recommend, not commit

Each agent independently analyses data, runs scenarios, and proposes adjustments, but only the central model decides what gets approved and committed to the plan.

Full audit trail

Every recommendation, every approval, and every override is logged and versioned. Governance is built into the architecture. Your compliance team will thank you.

Continuous replanning

Not a monthly cycle, but a living loop. External data flows in, agents detect shifts, propose updates, and the model reconciles. Your plan is always current, never stale.

AI GOVERNANCE FOR FINANCE

AI you can sign off on.

Every action taken by an AI agent is logged, auditable, and reversible. Agents operate within your approval policies. No unapproved changes reach your financial model.

Changes tested in isolation

Agents work on isolated branches of your model. Proposed changes are visible, comparable, and reversible before they touch the live plan. Nothing merges without approval.

Approval-linked merging

Sensitive actions - budget adjustments, forecast overrides, model structure changes - require explicit human approval through configurable multi-stage workflows before reaching the live plan.

Complete audit trail

Every agent action is logged with the agent identity, the creating user, the timestamp, and the full context of what was read, proposed, or changed. Audit-ready from day one.

Policy-driven access control

Attribute-based access policies define exactly what each agent can see and do. A forecasting agent cannot export data. A reporting agent cannot modify formulas. Boundaries are structural, not just policy.

PERMISSIONS & GUARDRAILS

Every agent operates within
a strict permissions boundary.

Autonomous does not mean uncontrolled. Every agent is bound by the permissions of the user who created it, enforced at the platform level. No agent can ever access data, models, or actions beyond what its creator is authorised to do.

Inherited permissions ceiling

An agent's maximum permissions are the permissions of the person who created it. If you can only access EMEA data, your agents can only access EMEA data. This is enforced at the engine level, not by policy alone.

Tenant and project isolation

Agents operate within strict tenant and project boundaries. Cross-tenant data access is architecturally impossible, and cross-project access requires explicit grants from an administrator.

Role-based access control

Agents inherit role assignments from their creator. A viewer's agent can read but not write. An analyst's agent can model but not approve. Admin actions require admin-level credentials.

Immutable audit trail

Every action an agent takes is logged with the agent identity, the creating user, the timestamp, and the full context of what was read, proposed, or changed. Nothing is invisible.

Approval gates for sensitive actions

Agents can recommend changes, but committing to the plan, adjusting budgets, or modifying model structure requires explicit human approval through configurable workflows.

Tool access restriction

Agents are limited to explicitly whitelisted tools per skill profile. A forecasting agent cannot trigger data exports. A reporting agent cannot modify model formulas. Surface area is minimised by design.

Nordite was built by someone who ran a planning platform at scale and understands what finance leaders need before they trust automation: hard boundaries, not soft promises. Permissions are enforced at the engine level, not by prompt engineering or policy documents.

ADVANCED AGENT CAPABILITIES

Autonomous operations at every level.
Responsive to markets in real time.

Agents go beyond chat-driven assistance. They can run entire business functions autonomously: monitoring live market data, adjusting planning assumptions as conditions change, rebalancing allocations across departments, and coordinating through shared context. Set the governance boundaries you want; agents handle everything within them.

Schedule-driven autonomous execution

Configure agents with schedules to run recurring workflows with the right level of supervision. A risk monitoring agent can refresh approved market signals, simulate supply chain outcomes, and generate an updated risk report before the team arrives. A forecasting agent can refresh projections weekly and flag deviations from prior periods.

Cross-module Monte Carlo simulation

Agents understand the full dependency graph across modules. When simulating oil price volatility, the agent follows the impact from market assumptions through factory operations, logistics costs, allocation, and margin analysis, re-evaluating linked formulas at every iteration. This produces accurate end-to-end probabilistic analysis that captures cascading effects across the entire model.

Real-time financial data

Agents fetch live market data during analysis: equities, commodities, bonds and interest rates, market indices, ETFs, foreign exchange rates, and cryptocurrency prices. A treasury agent can pull current yield curves and FX rates to update hedging models. A supply chain agent can fetch Brent crude and steel prices to recalculate cost projections. No manual data entry, no stale spreadsheets.

Multi-agent shared memory

Agents collaborate through governed shared memory stores. A demand-sensing agent writes regional demand forecasts to shared memory, which a supply planning agent reads to adjust inventory targets, which a finance agent reads to update cash flow projections. Each agent operates within its own permission boundaries while sharing structured context for coordinated planning outcomes.

Fully autonomous business operations

For organisations that choose it, agents can run every level of a business autonomously. They observe real-time market conditions and the data flowing through the system, adjust planning assumptions, rebalance allocations across departments, update forecasts, and restructure budgets as conditions change. The business becomes a continuously self-adjusting operation, governed by the boundaries you define.

68+ MCP tools for model construction, simulation, forecasting, optimisation, and reporting
16 Standards-based skill packages with explicit tool whitelists per profile
SCALE YOUR TEAM'S OUTPUT

Tell agents what to watch.
They handle the rest.

Financial leaders define the task. Agents monitor, analyse, optimise, and report back - continuously, not just at month-end. Your team focuses on decisions, not data wrangling.

01

Regional anomaly monitoring

Set an agent to watch EMEA margins. If anything shifts beyond tolerance, it adjusts the forecast and sends a summary to the CFO before Monday's meeting.

02

Automated reforecasting

An agent monitors actuals as they flow in, adjusts the rolling forecast, and flags variances that need human attention. No analyst cycle required.

03

Consolidated reporting

Schedule an agent to pull regional P&Ls together every week, reconcile intercompany, and deliver a board-ready pack to your inbox.

04

Cash flow early warning

An agent watches receivables ageing and payment patterns. When it detects a trend towards a shortfall, it alerts treasury with recommended actions.

05

Headcount planning

Agents continuously model attrition scenarios, compare actual hiring against plan, and recommend adjustments before the gap becomes a problem.

06

Scenario stress testing

Run 50 what-if scenarios overnight across every business unit. Wake up to a ranked summary of risks and opportunities, ready for the leadership meeting.

Agents can manage entire business functions end-to-end: reacting to live market data, adjusting models in real time, and coordinating across departments. One FP&A analyst covers the ground that used to require a team. Your people set strategy and governance boundaries; agents handle continuous execution.

Planning capacity that scales with compute, not headcount.

Every agent runs on the same engine that handles 200,000+ cell writes per second. Adding analytical capacity means adding an agent, not hiring an analyst. The economics of planning change fundamentally when the operational workload is automated, continuous, and governed.