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.