Intent
Define the requested economic action, purpose, amount, currency and business context.
FinanceGPT Financial Actions carries an approved financial decision from evidence and deterministic computation into authority checks, risk, approval, credential-isolated execution handoff and reconciliation. Intelligence can prepare and explain an action; it cannot silently grant itself the authority to move money or assets.
FinanceGPT uses a common decision standard so financial execution is not reduced to a model response or API call.
Define the requested economic action, purpose, amount, currency and business context.
Confirm the requesting identity, scope, mandate and permission to originate the action.
Bind amounts, calculations and monetary provenance to explicit source data and rules.
Apply required counterparty, policy, sanctions or eligibility checks where configured.
Evaluate unusual behaviour, inconsistencies or control signals before execution.
Assign and escalate the effective risk tier using governed rules.
Resolve the approval graph, separation-of-duties requirements and required human decisions.
Issue a scoped, expiring authorization to the approved connector without exposing credentials to AI components.
Seal decision, approval, execution and provider evidence into the action record.
Match the expected economic outcome to independent settlement or custody evidence before completion.
The action envelope is designed to stay consistent even when the connector, counterparty and economic action change.
Summarise evidence, explain financial context, propose an action, prepare rationale and route work to the appropriate governed workflow.
A model cannot create permissions, waive policy, mint transaction credentials or convert a recommendation into execution authority.
Provider acknowledgements, settlement evidence and expected economic outcomes are reconciled before the action is considered complete.
External systems and agents can integrate with FinanceGPT without receiving transaction authority by default. The API and agent-execution surfaces preserve the same evidence, permission and control boundaries used by the product.
Financial Actions are governed action envelopes that connect financial evidence and deterministic computation to authority, screening, risk, approval, execution handoff, evidence and reconciliation.
No. A model output, subscription, agent identity or API credential does not become transaction authority. Execution requires separately configured permissions, policies, approvals, connectors and scoped authority.
Depending on configured commercial capabilities and connectors, Financial Actions can govern payments, collections, treasury instructions, investment orders, corporate actions and other economic actions supported by the platform.
No. FinanceGPT treats execution handoff and reconciliation as separate stages. Completion is gated by reconciliation evidence rather than a provider acknowledgement alone.