Agentic AI · Finished outcomes
Own the Last Mile
DaVero AI is an agentic AI company that turns your business platforms into finished, end-to-end workflows, built, run and continuously improved by AI agents, with your team approving every result.
Not software seats. Not billable hours.
Built, run and improved by agents · Approved by your team
The shift
Platforms deliver the capability. DaVero AI delivers the finished outcome
| PlatformTraditional tools | DaVero AIAgentic outcomes |
|---|---|
| PlatformSells a tool to a professional | DaVero AISells the finished outcome to the buyer |
| PlatformProfessional stays responsible for the output | DaVero AIProvider owns delivery, exceptions and quality |
| PlatformEach model release risks making it a feature | DaVero AIEach model release makes delivery faster and cheaper |
From labor arbitrage to agent arbitrage
| YesterdayLabor arbitrage | TomorrowAgent arbitrage |
|---|---|
| Move finance work to lower-cost people | Agents tuned to each business do the work |
| Stickiness comes from people and process know-how | Stickiness comes from agents fitted to the client's own workflows |
| Value goes to outsourcers and consultants | Value goes to whoever owns agent quality |
Why now
Demand is rising and DIY AI is stalling
Everything between “the software is live” and “the final outcome is delivered.”
Platform covers it
Covered
Matches a native feature
Client adopts the platform's way
Covered
Covered once the client changes its process
The last mile
Not covered
Outside scope or roadmap: disparate tools, repetitive manual work
Top five challenges and our response
01
Challenge
The trust gap
14% of mid-market CFOs fully trust AI with accounting dataSource: Wakefield Research, Feb 2026
Our answer
A Forward Deployed Consultant beside the team; every change human-approved.
02
Challenge
Fear of switching platforms
Our answer
Strong collaboration between our Forward Deployed Consultant and the client's subject expert. We upskill the client's subject expert to be a builder.
03
Challenge
Stretched finance teams
61% of finance leaders report accounting talent shortagesSource: Controllers Council, 2026
Our answer
Our pod does the build work, so lean teams gain capacity, not more load.
04
Challenge
AI bought, not used
12% of finance teams run AI in core processesSource: insightsoftware, 2026
Our answer
Our pod develops skills and deploys working agents in days.
05
Challenge
Product gaps (client-specific gaps)
Our answer
Real client gaps become product candidates, and our pod is the bridge between them.
Enterprise agents for the last mile
DaVero AI Enterprise Ecosystem
AI agents that automate and orchestrate the last-mile work across AR, AP, Procurement, Inventory, and Tax, seamlessly connecting your enterprise ecosystem to ERP.
Accounts Receivable
DaVero AI Agent AR Operations & Reconciliation
- Contract Management
- Alternate AR Application
- Customer Payments
- Collections Workflow
- Customer Portal
Accounts Payable
DaVero AI Agent AP Processing & Validation
- Automated AP
- Vendor Bill Capture
- Employee Expenses
- Corporate Cards
- Payroll Journal Entry
Procurement
DaVero AI Agent Sourcing, PO & Vendor Readiness
- Supplier Onboarding
- Purchase Requisitions
- Purchase Orders
- Approvals & Controls
Inventory
DaVero AI Agent Inventory Sync & Optimization
- Item Master
- Warehouse Inventory
- Order Fulfilment
- Stock Movements & Valuation
Tax
DaVero AI Agent Tax Computation & Compliance
- Tax Engine
- Tax Rates
- Sales Tax / VAT
- Tax Computation
- Filing & Compliance
Diagram: the core ERP sits at the centre. Five DaVero AI agents connect it to five domains, and data moves both ways between each domain, its agent and the ERP.
- Accounts Receivable, connected to the core ERP by the DaVero AI Agent for AR Operations & Reconciliation: Contract Management, Alternate AR Application, Customer Payments, Collections Workflow, Customer Portal.
- Accounts Payable, connected to the core ERP by the DaVero AI Agent for AP Processing & Validation: Automated AP, Vendor Bill Capture, Employee Expenses, Corporate Cards, Payroll Journal Entry.
- Procurement, connected to the core ERP by the DaVero AI Agent for Sourcing, PO & Vendor Readiness: Supplier Onboarding, Purchase Requisitions, Purchase Orders, Approvals & Controls.
- Inventory, connected to the core ERP by the DaVero AI Agent for Inventory Sync & Optimization: Item Master, Warehouse Inventory, Order Fulfilment, Stock Movements & Valuation.
- Tax, connected to the core ERP by the DaVero AI Agent for Tax Computation & Compliance: Tax Engine, Tax Rates, Sales Tax / VAT, Tax Computation, Filing & Compliance.
Delivery, not models, is the bottleneck. We sell delivery.
340 thousand
US accountants lost over five years
Source: Sequoia Capital, Mar 2026
about 75%
of CPAs nearing retirement
Source: Sequoia Capital, Mar 2026
61%
of finance leaders report accounting talent shortages
Source: Controllers Council, 2026
12%
of finance teams run AI in core processes
Source: insightsoftware, 2026 (311 leaders)
14%
of mid-market CFOs fully trust AI with accounting data
Source: Wakefield Research, Feb 2026 (100 CFOs)
more than 40%
of agentic AI projects will be scrapped by end-2027
Source: Gartner via Reuters, 29 Jun 2025
Top row: the people who do the work are leaving. Bottom row: companies buy AI but can't deploy or trust it alone.
What we do
From first close to agents that keep getting better.
01
Implement
Platform implementation through first close.
Ledger live, first close done
02
Build agents
Fine-tuned agents on the platform for reconciliations, accruals, flux analysis, AR/collections and audit prep.
Agents running the close
- Reconciliations
- Accruals
- Flux analysis
- AR/collections
- Audit prep
03
Run and tune
Managed agents that improve after go-live.
Agents that keep getting better
Agentic AI in action
Humans review and approve. Agents do the rest.
Controls CFOs and auditors trust. Human approval plus a full audit trail on every agent action.
- Agent
- Human
- System of record
Bank reconciliation · Month-end
- Agent
Agents prepare the work end to end.
- Human
The client’s subject-matter expert (SME) team reviews.
- Human
The SME team approves the result.
- Platform
Every action sits inside the Platform, with a full audit trail.
Full audit trail
Step 4 of 4
Agents prepare the work; the client's subject-matter experts review and approve it; every action is recorded in the platform with a full audit trail.
Business outcomes
What you get
01
Expert help in your platform
02
Its own last-mile workflows automated
03
Client teams move to higher-value work
04
AI put to work under your own approval
How a client starts
01
Embed and prove
First agents live in weeks; before-and-after close metrics.
02
Expand
AP, treasury, FP&A, revenue ops; then the next entity.
03
Replicate
Library agents reused across the platform's customer base.
An outcomes company
We build, own and run the agents around the platform
The golden rule
- 01The client identifies the gap.
- 02We build.
- 03The client validates.
- 04We own, run and improve the agent.
Consultants and auditors keep their advisory and assurance roles.
Step 01
Engage
Embed with the client and understand the process.
Step 02
Build the skill
Turn the process into an agent skill.
Step 03
Harden with a constitution
Rules, controls and edge cases that make the skill reliable.
Step 04
Converge into the platform
Deploy the skill into the client's platform ecosystem.
Step 05
Review and approve
The client team stays in the loop; the skill keeps improving.
Why partner with us
Why we win and keep winning
Context captured
Every engagement turns client-specific rules and exceptions into agents we own. As Nick Kopp, CEO, Rillet puts it, “context is the moat.”
Platform-native
Built only on AI-native platforms (ERP, CRM, procurement, etc.), working alongside the platform, not a rival integrator.
Human-validated
Every change client-approved; controls stay with the client and auditor. Answers the 14% trust gap (Wakefield Research, Feb 2026).
Compounding library
Each deployment is harvested. More agents mean faster deployments.
One pod per client. Forward Deployed Consultant (pod lead) · Solutions Engineer (integrations). Meet the pod
Where
Complex enterprise workflows in and around the platform
Business-domain expertise is the key ingredient, and no one owns it today.
What
Purpose-built agents, tightly coupled to the platform
Agents built on the platform's own data and APIs close or narrow the existing gaps.
How
A partner firm dedicated to each platform ecosystem
Focused on one platform, aligned with its roadmap, not competing with it.
Every engagement adds to the library, so the next client starts further ahead.
In their words
“The next $1T company sells the work, not the tool.”
Sequoia “Reasoning without context is guessing with confidence.”
Goldberg “Context is the moat.”
Nick Kopp, CEO, Rillet