Business Operations

Close the books faster and clear exceptions with every step logged

Fig. 1Context Workspace
Scheduled runs
  • What ran overnight and what is queued for today?

  • The Monday ops review finished at 06:00 and posted three exceptions to the board. Invoice reconciliation runs at 07:00, the hourly exception sweep is next in 22 minutes, and the month-end close checklist is armed for July 1.

ScheduledResize to read

Context agents handle procurement, finance operations, and audit preparation across the systems you already run, with a record behind every action.

ops review
1,204 orders reconciled
exceptions
3 routed to owners
ran
06:00, unattended

Built for the enterprise

Data control, traceability, predictable cost, and time to value, addressed before an agent touches finance, vendor, or employee data.

Financial data stays in your perimeter

Ledgers, contracts, and vendor and employee records stay inside your VPC or air-gapped enclave, never shipped to a vendor cloud.

Full traceability

Each match, approval, and posting traces to its source and the run that produced it, ready for finance and audit review.

Predictable cost per task

Routine steps run on cheaper models, and the most capable ones are saved for genuinely novel cases, so high-volume back-office work stays affordable.

Fast time to production

Bring a procurement or close workflow your team runs today and have it live in production within a week.

Use cases

Across procurement, finance operations, and audit.

Procure to pay

Match invoices to POs and receipts, route exceptions, and keep vendors moving without manual chasing.

Financial close

Reconcile accounts, flag variances, and assemble the close package with every figure traced to its source.

Audit and controls

Test controls, gather evidence, and keep an auditable trail ready for internal and external audit.

Vendor and contract ops

Read contracts, track obligations and renewals, and surface the terms that need attention.

Internal service desks

Triage and resolve finance, HR, and IT requests grounded in policy, with a human on the exceptions.

Reporting and planning

Turn operational data into the recurring reports and planning inputs leadership asks for.

Exceptions, not noise

Only exceptions reach a person

The runbook reconciles your systems, surfaces what breaks, and routes each exception to its owner with the evidence attached.

  • Routine reconciliation runs unattended on a schedule.
  • Only genuine exceptions reach a person, each with its records.
  • Every run is a trace, so the audit is the work, not a reconstruction.
monday ops review · w22
ops-review.docx
Monday Ops Review
Status
1,204 orders reconciled fulfillment. Clean except three exceptions that need a human.
Needs action
2 vendor SLA breaches sla log.
1 invoice does not match its PO AP.
exceptions.xlsx
Exception
Owner
State
1
Exception
Owner
State
2
SLA · Acme
vendor
open
3
SLA · Orbit
vendor
open
4
PO mismatch
AP
open
5
Order queue
ops
clear
Ran at 06:00; only the exceptions reach a person

Faster, cheaper, better

Self-improving models, agents, and skills deliver better outcomes at scale.
Task completion on your team's rubric
Context94%
Claude Cowork62%
OpenAI Codex57%
Devin49%
From internal benchmarks on specialized enterprise workflows.
40
×
Faster turnaround
28
×
Lower cost per case

Custom models trained on your work

Your team's accepted outputs become training data for models you own and serve, and they beat general-purpose agents on your specific tasks.

Evals gate every change

Rubrics and golden sets validate every runbook, model, and context change against past work before it ships. Regressions are caught automatically.

Step-level model routing

Each step routes to the cheapest model that clears your rubric. Frontier models handle only the genuinely novel, so cost falls without losing quality.

One platform, four products

Workspace, Engine, Unify, and Evals cover procurement, finance operations, and audit end to end, on your infrastructure and under your controls. The platform learns your approval matrix, chart of accounts, and vendor policy, and applies them to every run.

How it improves over time

Each accepted run makes the next one better. Reviewer corrections become the standard the next run is held to.

Every period makes the next close faster, and the data stays with your team.
  1. Connect your systems

    ERP, procurement, and HR systems connect once under your existing permissions.

  2. Agents do the work

    Procurement, close, and audit runbooks execute inside your perimeter, each step traced and attributable.

  3. Reviewers correct

    Owners accept or correct outputs in the flow of work, and corrections are captured as standards, not lost in a spreadsheet.

  4. The work gets cheaper

    Routine work moves to cheaper models that still meet your controls, and models trained on your approved work outperform general ones.

Prebuilt agents for your team

Turnkey agents for Business Operations, integrated with your systems and deployed in days. Each one runs inside your perimeter under your identity and permissions.

See all 8 agents

Compliance

Policy monitoring & audit prep

ContextServiceNowBoxWorkday
Business OperationsCompliance
Deploy

Data analysis

Cross-functional insights

ContextSnowflakeTableauLooker
Business OperationsAnalysis
Deploy

Knowledge management

Capture & surface tribal knowledge

ContextNotionConfluenceSlack
Business OperationsDocumentation
Deploy

Process documentation

SOPs & workflow mapping

ContextNotionConfluenceBox
Business OperationsDocumentation
Deploy

Reporting

Board-ready consolidation

ContextSnowflakeNetSuiteBox
Business OperationsDocumentation
Deploy

Resource planning

Capacity & allocation

ContextWorkdayAsanaSnowflake
Business OperationsPlanning
Deploy

Works with your systems

Context connects to the tools this work already lives in, and every connector call inherits the caller's permissions. These are the systems the agents above plug into.

Deployment options

Operations teams run Context hosted, in their own cloud, fully air-gapped, or on premises. Sensitive data is never moved into someone else's cloud.

Run anywhere

Hosted, in your own cloud account on AWS, Azure, or GCP, fully air-gapped with no outside connection, or on the on-prem appliance. The same platform in every setup.

The data stays yours

Your team's approved work trains models you own. What the system learns about your firm stays inside your environment and never leaves it.

Agents get only the user's access

Agents sign in through your identity provider, like Okta or Azure AD, and get the same access as the person using them, and nothing more.

Every action is logged

Every run is recorded step by step, with who ran it and what it touched. Nothing an agent does is a black box to the team accountable for it.

Talk to us.

Bring an invoice backlog, a close checklist, or a controls matrix. We will show you what Context does with it inside your perimeter.