Finance / Compliance Live

Contract Financial Compliance

Check what we are actually being charged and paid against what the contract says — the uplifts nobody authorised, the discounts never applied, and the obligations quietly missed.

  • Run on demand
  • ~8 credits per run
  • v1.0.0

What does Contract Financial Compliance do?

Contract Financial Compliance is a production AI agent in the finance section of the Leverge agent store, built for the compliance process. Check what we are actually being charged and paid against what the contract says — the uplifts nobody authorised, the discounts never applied, and the obligations quietly missed. It runs on demand, works through 4 steps and returns 5 outputs, including charged as contracted.

What it needs

  • The contract

    File upload

    Including the pricing schedule and any variations.

    pdf docx md txt

  • What has actually been charged or paid

    File upload

    Invoices, credits and payments under this contract.

    csv txt md docx pdf

  • Review settings

    Form

What it does

  1. Reading the contract
  2. Reading the activity
  3. Comparing activity against the contract
  4. Writing the review note

What you get back

  • Charged as contracted Score
  • Review note Written summary
  • Money on the table Flagged exceptions
  • Contract term against what happened Mapping table
  • Obligations met Verification checklist

After each run it asks: “Anything missed?” Answers feed the evaluation set, so the agent is measured against your own judgement rather than ours.

When it runs

Run on demand

Oversight

Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.

Compliance

Other agents in compliance

Close, reconciliation, payables and treasury, with an audit trail

  • Compliance Live

    Audit Preparation

    Work through the auditor's request list before they arrive — what exists, what does not, and which items will turn into a finding rather than a question.

  • Compliance Live

    Financial Control Risk Assessment

    Rank financial control risks by what could go wrong undetected — driven by whether the control actually operates, not by how the risk register scores it.

  • Compliance Live

    Regulatory Obligations Tracker

    Track every filing and regulatory obligation against its deadline — what is late, what is at risk, and which ones have no owner at all.

  • Compliance Live

    Regulatory Report Assembly

    Assemble a regulatory return from the ledger and check every figure ties back — because a return that does not reconcile to the accounts is the one the regulator asks about.

  • Compliance Live

    Spend Policy Compliance

    Check transactions against the spend policy — the breaches, the approvals that were split to stay under a threshold, and the patterns a single-transaction check would never see.

  • Compliance Live

    Tax Position Review

    Check the tax positions taken in a period against the policy — which are settled, which rest on a judgement nobody has written down, and which would not survive an enquiry.

Next Step

Deploy Contract Financial Compliance, or adapt it

It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.

Book a Technical Call
  • No sales script
  • NDA on request
  • Scoping notes sent within 48 hours
Call us Book a call