Vertex Finance
Advise clients with an AI-powered finance workspace.
Manage clients and engagements, track receivables, and put a Finance agent to work on the numbers — with per-client isolation and a complete audit trail.
Built for how finance teams actually work.
Client & engagement tracking
Every client relationship and engagement in one place, with billing and receivables built in — no spreadsheets.
A Finance agent on the numbers
Summarize financial state, flag overdue and unusual items, and draft client updates — always reading real figures, never fabricating them.
Audit-ready by default
Financially sensitive records carry a tamper-resistant trail, and every AI action is logged with its cost.
One platform, your language.
Vertex Finance runs on the full Vertex platform — the same secure, multi-tenant backend — tailored to your industry. Nothing bolted on, nothing to integrate.
- Clients
- Billing
- AI Agents
- Analytics
- Research
- Enterprise security, SSO & audit trails
- AI agents trained on your own knowledge
Ready to run Finance on Vertex?
The AI platform for advisory and finance teams.