Documentation

Build with Closora.

Connect an ERP, define a policy, deploy an agent — in production within a week.

Introduction

Closora is an agent platform purpose-built for finance operations. Every workflow runs as a durable, retryable state machine with policy gates, verifier consensus, and an immutable audit trail.

This guide walks through connecting your first ERP, deploying the AP agent, and running a parallel close.

Quickstart

The fastest path to value is connecting NetSuite or SAP and running the AP agent in shadow mode for one close cycle. No write-back; full eval reporting.

# Install the CLI
npm install -g @closora/cli

# Authenticate
closora login

# Connect NetSuite (OAuth)
closora connect netsuite --account "PROD"

# Deploy the AP agent in shadow mode
closora deploy ap --mode shadow --policy "./policy.yaml"

Core concepts

Agents

Specialist programs that own a workflow end-to-end. Each agent is a planner/executor/verifier/writer stack — the four roles can run as separate models for higher accuracy.

Policies

Declarative YAML defining what an agent may do without human approval. Variance thresholds, spend caps, two-person rules, allow- and blocklists.

Evals

Golden datasets per customer. Every model change runs against your evals before it ships. Regression and progression deltas surfaced in the dashboard.

AP agent

Ingests invoices from email, vendor portals, EDI, and uploads. Runs the 3-way match against PO and goods-receipt. Resolves variances under policy. Posts to the GL.

# policy.yaml — AP agent
match:
  variance_threshold: 2%
  variance_absolute:  "$50"

approval:
  threshold: "$10,000"
  two_person_rule: true

escalation:
  confidence_min: 0.92
  notify: "#ap-exceptions"

AR agent

Voice-led collections. Configurable persona, language, and tone. Outbound calling hours per region.

Audit log

Every action, tool call, and decision is recorded append-only. Exportable to Splunk, Datadog, or any SIEM. Includes cost, latency, confidence, and model version.