Now you can describe finance tasks in plain language, and Savant builds a governed finance agent that runs on deterministic workflows with human review, approvals, and audit-ready evidence at every step.
2026
Summer Release
Move AI Out of the Chat Box and Into Your Finance Workflows
What's Now Possible With Savant
Turn Conversations Into Governed Agents
Describe the finance task you want to automate in Claude, Copilot, or Savant. Savant turns the conversation into a step-by-step workflow with business logic, review checkpoints, and approvals built in, and it runs the same way every cycle.
Start With Pre-Built Finance Agents
Pick an agent built for tax and accounting work like reconciliations, accruals, and journal entries, then customize it to your entity structure, policies, and thresholds. Finance logic comes built in, so your team starts from a working process instead of a blank page.
Automate SOX Governance
Your team can build and test workflows while you review and approve changes before they hit production. Every approval, version, and edit is captured automatically. When an auditor asks how a process ran, pull a prebuilt SOX report ready to hand over.
Process, Test, and Iterate at 5x
Tax calculations, multi-entity consolidations, and 100M+ row reconciliations finish 5x faster on the Lightning Platform. The Lightning IDE recomputes only the steps you changed, so testing a fix takes minutes instead of hours. Test sets persist between development sessions, and data moves through test, approval, and production. Read and write Excel files up to 1GB across OneDrive, SharePoint, Google Drive, Box, and Dropbox.
How To Build an AI-Ready Finance Function.