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Agentic Finance & Compliance Accelerator.
Your first working SAP AI agent — on finance or compliance, delivered on your real SAP core in weeks.
Flagship offering
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Agentic Finance & Compliance Accelerator — your first working SAP AI agent, on finance or compliance, in weeks.
Cash application, bank reconciliation, AP exceptions, or period-close acceleration — automated on your real SAP core.
The problem
- Your finance team closes the books on overtime. Every AP exception, bank reconciliation, and period-close task is manual, recurring, and auditable — and therefore automatable. The barrier has never been AI capability; it’s been an agent grounded in your actual SAP data, with the controls your finance team and auditors require.
What’s in scope
- AP exception handling — 3-way match failures, duplicate invoice detection, and vendor master discrepancies routed and resolved by an agent instead of sitting in a shared inbox.
- Bank statement reconciliation — MT940 statement matching against open items, with uncleared items surfaced for review rather than left unresolved at period-end.
- Period-close journal automation — recurring accruals and allocations posted on schedule, with the supporting logic visible and auditable.
- ZATCA clearance exception monitoring — for GCC clients, an agent that watches e-invoice clearance responses and flags rejections or delays before they become a compliance problem.
What we deliver
- A single, high-value SAP Business AI agent deployed on your SAP core — built on Joule Studio and SAP AI Foundation on SAP BTP, grounded in your live SAP data, with the audit trail and exception controls your finance team and auditors need.
The technology stack
- Joule Studio — SAP’s full-lifecycle platform for building, testing, and governing SAP AI agents, running on SAP BTP.
- SAP AI Core and Generative AI Hub — the model orchestration and inference layer underneath every agent we build.
- Agents read SAP FI documents and act on exceptions through native SAP APIs — not screen-scraping, not brittle RPA bots clicking through the GUI.
What audit-readiness actually means
- A full exception log of every item the agent touched, what it decided, and why.
- An approval workflow for anything above a defined threshold or confidence level — the agent recommends, a human approves where it matters.
- Every agent action is reversible by a human. Nothing is a black box your auditors can’t trace.
Timeline
Fixed-scope 4–6 weeks: Discover → use-case lock → build → pilot on live transactions → handover and adoption plan.
DiscoverUse-case lockBuildPilotHandover
Why fixed-scope wins: Gartner warns of “agent washing” — over-labeling broad projects as “agentic AI.” Vague, multi-million-dollar AI transformation programmes consistently underdeliver because scope creeps faster than value gets proven. Our answer is the opposite: one process, fixed scope, pilot on live transactions, prove the ROI, then expand — a before/after baseline you can show your CFO.
SAP Joule Studio: announced at SAP Sapphire in May 2026, Joule Studio is the full-lifecycle platform for building SAP AI agents on BTP — from design and grounding through testing and governance. IOTEK’s agentic practice is built on this platform, not a generic AI wrapper bolted onto SAP.
Engagement shape: Fixed-price, fixed-scope, senior-led. Indicative range in the proposal. A weeks-long engagement, not a multi-year programme.
Keep reading
From the Knowledge Centre.
Talk to us about this engagement.
Thirty minutes, one process, an honest read. No deck, no obligation.