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Close the books without the busywork

Blokk assembles recurring reports, prepares invoices and pulls the numbers straight from your systems — every figure reviewed by your team before it goes out.

Reporting Agent Probar Guardar

Fin de mes

Trigger

Evento: period.close

Se dispara al cerrar el periodo.

Armar reporte

Agente / LLM

claude-sonnet-4-6

Compila el reporte desde datos en vivo.

Traer cifras

HTTP Request

GET /accounting/ledger

Trae los números de tu contabilidad.

Enviar a revisión

Respuesta

{{report.draft}}

Deja el reporte listo para aprobación.

Trusted by

SalesforceSalesforce
HubSpotHubSpot
SlackSlack
Zoom
StripeStripe
ShopifyShopify
NotionNotion
AtlassianAtlassian
AsanaAsana
ZendeskZendesk
DropboxDropbox
TwilioTwilio
AdobeAdobe
IntercomIntercom
Finance

Secure AI for Finance

Blokk helps teams automate work securely, at scale, and within their own controls — so you ship AI without giving up governance.

  • Reports without manual pulls
  • Invoices prepared for approval
  • Gentle, automated collections
  • Every number your team can trust
Talk to an AI expert

See AI agents in action

Tell us what you'd like to automate and we'll show you a tailored agent built for your team in days, not months.

  • SOC 2 Type II, GDPR and HIPAA-ready
  • On-premise and private cloud deployment
  • Built-in governance and analytics
  • White-glove support from AI experts
SalesforceSalesforce
HubSpotHubSpot
SlackSlack
StripeStripe
ShopifyShopify
NotionNotion
AtlassianAtlassian
ZendeskZendesk
IntercomIntercom
TwilioTwilio
Submit

Use cases collection

25+ AI agents for Finance

Explore real-world AI agent use cases helping teams reduce manual tasks, speed up decisions and run smarter, more scalable operations.

Download now
Blokk

AI Agents: 25+ use cases for Finance

Platform

The AI agent platform

Automate work end to end with AI agents that analyze data, act securely and plug into the tools your team already uses.

Workflows Probar Guardar

Fin de mes

Trigger

Evento: period.close

Se dispara al cerrar el periodo.

Armar reporte

Agente / LLM

claude-sonnet-4-6

Compila el reporte desde datos en vivo.

Traer cifras

HTTP Request

GET /accounting/ledger

Trae los números de tu contabilidad.

Enviar a revisión

Respuesta

{{report.draft}}

Deja el reporte listo para aprobación.

Integrations

Bring agentic AI to your stack

With 100+ integrations, agents built on Blokk can read, write and execute tasks inside the systems you already use.

Salesforce
Airtable
SharePoint
Gmail
Slack
WhatsApp

FAQ

Frequently asked questions

About AI agents and the Blokk platform.

Agents are AI workers that follow your playbooks — they read context, decide on an action and execute it across your tools, with a human in the loop wherever you want one.

Get started

Build Your First AI Agent in Minutes

Design a no-code flow, connect WhatsApp, Shopify and your favorite model, and go live. Your agent qualifies leads, recommends products and books demos — replying to customers around the clock.

Start free