AI Agent Enforcement for Financial Services

AI agents now pull and aggregate financial data across your tools. Cygrid controls what every agent, employee and service account can see, move and share, and every decision lands in a tamper-proof log, so NIS2 and DORA evidence builds itself while you work.

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AI Agents in Finance

Do You Use AI Agents in Finance Operations?

RECONCILIATION

Reconciliation Agents

Agents that match payments and invoices need access to your ledger and bank data. Cygrid keeps that access read-only and scoped to the accounts they work on.

FINANCIAL REPORTING

AI-Built Financial Reports, Safely Scoped

Agents that build reports for leadership, sales and marketing pull numbers from several systems. Cygrid makes sure each report only holds what its audience may see.

FORECASTING

Forecasting and Analysis Agents

Agents that model cash flow and risk touch your most sensitive figures. Cygrid ties every query to the person who asked and blocks bulk exports.

How Cygrid Secures Finance AI

Understand. Prevent. Enforce.

UNDERSTAND

Know Every Action and Why

Cygrid sees which identity each agent acts as, what it touches and who approved it. Because we understand the action, we can stop the problem before it happens.

PREVENT

Hold Risky Access Before First Use

Broad grants to new AI apps and agents are held and re-issued as narrow, expiring scopes before they run once.

ENFORCE

Block or Rewrite Risky Actions

At runtime, deletes, mass exports and unapproved sharing are blocked or reduced to what policy allows, and every decision is logged.

Evidence from enforcement

Compliance as a by-product of control

Every verdict is explainable, reversible and attributed to the person who authorised it, and lands in an immutable decision log you can hand straight to auditors.

FrameworkWhat you get

01NIS2

Evidence of access control and incident prevention across your identities, generated from the decision log.

02DORA Art. 28–30

Your register of ICT third parties, including OAuth apps and AI agents, filled in automatically from the graph.

03DORA Art. 17–19

Incident reports within 4 hours. The decision log shows who acted, who approved it, on which resource and with which parameters, from day one.

04AI agents aggregating financial data

Limits each agent to what its owner may see, and stops exports of the combined results.

05Shadow AI and unknown agents

Discovers AI agents and integrations no one inventoried.

Use cases

Written policy becomes live rules

AT RUNTIME

No deletes by agent on the finance Drive

Finance’s AI assistant on Drive can read, edit and share files, but every delete is blocked.

AT RUNTIME

Tool calls that breach the export limit

An agent asks to export 100,000 records. Cygrid blocks the call or reduces it to the 500-record limit before it reaches the app.

AT RUNTIME

Aggregated Financial Data Kept in Scope

An agent combines data from your ledger, CRM and payment tools into one report. Cygrid limits it to what its owner may see and blocks exports of the combined result.

See real-world use cases

FAQ