Why we’re building Rex
From the founders
Rex is the AI operating system for enterprise finance. Starting with AR.
Somewhere right now, a finance team is copying data from a portal into a spreadsheet into an ERP.
This is the reality of operational finance work in most enterprises. People operating across different systems, email chains, portals, spreadsheets, stitching together context that lives in different places. The work requires judgment every time and most of the knowledge lives in someone’s head.
This is why people have been the only way to scale as volume increases.
So why have existing automation tools and ERPs not solved it? We know this firsthand. We spent four years building order to cash and AR software and working with hundreds of finance teams.
Rule-based automation can’t handle the exceptions, the judgment calls, the context hunting. Systems of record don’t hold enough context beyond their own perimeter.
Why open individual apps and use disconnected AI tools with limited context when you can delegate the work to agents that operate across all of them?
Rex is the agentic finance platform that connects to your existing stack and executes work end to end – collections, reconciliation, portal uploads and more – no migration required. Finance teams using Rex become process architects and managers of agents. With Rex, teams can delegate work that requires context from different systems to a suite of competent finance agents.
Rex agents augment finance teams, route sensitive cases for approval, and operate within an auditable governance layer enterprise finance requires. Over time, this decision layer becomes the institutional memory that today lives in people’s heads and conversations. As finance teams adopt more agents, whether from us or built internally, they can draw on the accumulated decision context to inform new agents, with governance infrastructure that ensures every action is fully auditable.
The repetitive execution and context switching that consume finance teams today will get absorbed by AI. What remains is initiating strategic work and approving outcomes. The reason most finance people enter the profession in the first place.
If you’re a CFO rethinking what your finance function could be, let’s talk.