Connect your Tools. Describe Agents. Run any Workflow.

Your Finance Assistant

Connect your ERP, CRM, payments, Excel sheets, and Drive. Build agents using natural language and your Standard Operating Procedure documents. Create and manage agents that do your finance workflow for you. Memory agents store context and learn your business and finances over time.

Invoice

"Send an invoice to Acme Corp for 50 units of Widget Pro at $120 each, apply the 10% partner discount, and CC their accounts team on the email."

"Pull all unbilled hours from our September timesheets and generate invoices for each client in QuickBooks."

Sales

"Move the Globex deal to 'Negotiation', update the value to $45K, and send me a summary of all deals closing this quarter."

"Create a new contact for Sarah Chen at Initech, link her to the open proposal, and schedule a follow-up for Friday."

Reports

"Give me a P&L breakdown by department for Q3, compare it to last year, and send it to my Slack every Monday at 9am."

"Show me all outstanding receivables over 60 days, sorted by amount, and flag any over $10K."

Communicate

"Send a payment reminder to all clients with invoices overdue by 30+ days, and draft a polite follow-up email for anyone over 60 days."

"Message the finance team on Slack with this month's cash flow summary and attach the PDF report."

Automate

"Every Friday at 5pm, pull the week's expenses from Stripe, reconcile them in QuickBooks, and email me a variance report if anything is off by more than 5%."

"When a new deal closes in HubSpot, automatically generate an invoice in QuickBooks and send a welcome email to the client."

Pay / Get Paid

"Pay the outstanding bill to CloudHost Ltd from our operating account, and notify me on Telegram once it's processed."

"Check which customers are overdue, send reminders to anyone past 14 days, and schedule auto-follow-ups weekly until paid."

Define agents across your connected tools

Carapace is the horizontal AI layer that operates across your finance stack.

01 Build what you need

Most finance automation tools give you a fixed set of templates. Carapace gives you an agent that understands your business and builds what you actually need.

02 Just describe it

You describe the workflow in plain English. The agent asks a few clarifying questions — which pipelines, which fields, what thresholds. Then it builds and deploys it. No code. No flowchart builder. No configuration screens.

03 Some workflows our early users have built

“Every time a deal closes in our Enterprise pipeline, extract the contract from the deal, create the subscription in Stripe using the deal amount, mirror the invoice in QuickBooks, and send the welcome email to the contact.”

04 More workflows

“On the 1st of every month, reconcile last month's Stripe payments against QuickBooks, categorise any uncategorised expenses, and email me and our accountant a summary with anything that needs reviewing.”

“Watch for customers who miss two payments in a row. Flag them in HubSpot, pause their subscription, and notify me before taking any further action.”

01 01 One-Click Install

Get up and running with a single click—no lengthy setup or IT dependency.

02 02 Your Own Finance Platform

Every deployment is provisioned with its own secure, dedicated finance platform.

03 Ready for Any Action

Configure and run any workflow or action you need, from day one.

04 No Lock-In

Your platform, your data, your control—deploy where and how you want.

01 02 Excel sheets, Drive, ERP & CRM

Connect with the tools you already use—Excel sheets, Drive, spreadsheets, cloud storage, ERP, and CRM.

02 01 Built-In Integrations

Ship with built-in connectors so you can start syncing data immediately.

03 Easily Extensible

You use other tools too — a custom billing system, an ERP, a payment processor we haven't heard of, an internal database with an API. If it implements an OpenAPI specification, Carapace can connect to it.

04 Unified Data

One connected surface across all your finance tools for a single source of truth.

01 02 Data Across All Surfaces

Analyse data from every connected tool and surface in one place.

02 01 Ask in Plain Language

Ask questions in natural language—no query syntax or report builders required.

03 03 Your metrics, defined once

Every business measures things differently—your MRR, gross margin, and churn aren't the same as someone else's.

Carapace lets you define your own calculation methods in plain English.

04 Examples of custom calculations our users have defined

“Our MRR should exclude any subscription tagged as 'pilot' in Stripe and should count annual plans as monthly divided by 12.”

“Gross margin for our business is revenue minus contractor costs from QuickBooks account 5200 and hosting costs from account 5400. Show it as a percentage.”

01 01 Simple-Language Agents

Define agents using plain language and your existing SOPs—no code required.

02 02 Operate Across All Tools

One agent can read from ERP, Excel sheets, Drive, update CRM, and sync payments across systems.

03 Modify & Translate Data

Automate data changes, translations, and mappings across your stack.

04 Update with Ease

Keep records and workflows up to date everywhere with a single instruction.

01 02 Pre-Trained on Standards

Built on key finance principles: AICPA, IFRS, ASC 606, and more.

02 01 Finance-Capable Out of the Box

Understands revenue recognition, compliance, and audit requirements from day one.

03 Make It Yours

Add your playbooks, policies, and exceptions so the system learns your business.

04 Audit-Ready

Maintains clear reasoning and audit trails aligned with professional standards.

Agents in action

Create and Manage Agents That Do Your Finance Workflow

Create and manage agents through conversation, using your Statement of Procedure. Describe what you want in plain language—no code or complex setup. The system handles orchestration across your connected tools so you say what to do and Carapace runs it where it needs to go.

When your agents run your workflow

Built for results

Make cash move faster

Accelerate collections, drop DSO, and strengthen working capital.

Uncap operational leverage

Volume and complexity increase without adding headcount.

Close continuously

Recognize revenue in real time — no month-end scramble.

Put finance in the driver’s seat

Shift from reactive cleanup to proactive control.

Eliminate execution overhead

Billing, collections, and rev rec run without meetings, follow-ups, or coordination.

Simple, transparent pricing

Choose the plan that fits your team

Monthly Annual Save 20%

QuickBooks Online (read), Stripe and HubSpot (read + write)
1 AI assistant, 1 automated schedule, 1 saved workflow
1 user
Works in-app
50 assistant actions/mo, 5 scheduled runs/mo

Everything in Insight, plus QuickBooks write, Gmail, and Slack
3 AI assistants, 5 automated schedules, 3 saved workflows
1 user
Delivered to Slack, Gmail, or in-app
300 assistant actions/mo, 50 scheduled runs/mo, 10 min max per run

Everything in Autopilot, plus Google Drive, database access (Postgres, MySQL), and multi-ERP support (QuickBooks, Sage, NetSuite)
10 AI assistants, 10 automated schedules, 10 saved workflows
Up to 3 users
SMS + all Autopilot channels
Custom automation tools, full audit trail
1,000 assistant actions/mo, 200 scheduled runs/mo, 30 min max, 5 simultaneous runs

Everything in Team, plus Salesforce, Dynamics 365, additional CRMs and ERPs on request
Unlimited assistants, schedules, and workflows
Unlimited users
Microsoft Teams, WhatsApp, and all lower-tier channels
SSO/SAML, data residency, dedicated support, 99.9% uptime SLA
Unlimited actions, 20 simultaneous runs, dedicated compute

From Manual Bottlenecks to Autonomous Financial Performance

Connect your tools, build agents in natural language, and let them run your workflow. Carapace replaces spreadsheets, accelerates close cycles, and turns inefficiencies into measurable gains—with memory agents that learn your business.

98%

AR Processing Efficiency

Reduces time spent on accounts receivable by automating reconciliation and collection flows.

100%

Excel Elimination

Replaces spreadsheets with dynamic, audit-ready records—no more manual workbooks.

90%

Data Entry Reduction

Automates inputs across systems to eliminate repetitive manual tasks and reduce error rates.

$3.2M

Revenue Recovered

Detected and corrected over $3 million in misbilled revenue with autonomous compliance checks.

Security is one piece of the picture

Compliance and Security

Role-Based Access Controls (RBAC)

Control who sees what. Fine-grained access management ensures that every user, team, and system interacts with data according to your policies — and nothing more.

Independent Deployments

Every customer runs in a secure, independent deployment — your data and models stay yours. No cross-contamination. No shared intelligence.

System and Organization Controls - SOC Compliant

Carapace is built in adherence with SOC 2 Type II standards, providing full visibility, integrity, and protection across our systems and processes — so you can trust us with your most critical workflows.

Agent Decision
Tracing

Every decision made by Carapace is logged and traceable. From inputs to outcomes, gain full visibility into how actions were taken — with transparent audit trails for compliance and accountability.