Autonomous treasury management for modern enterprises

The self-healing financial agent that audits invoices, enforces fail-closed policy gates, and triggers compliant settlements through Dodo Payments.

Open dashboardView on GitHub
omnicfo -- invoice pipeline
$ omnicfo ingest --vendor AWS --amount $450.00
Invoice INV-2847 ingested, running audit...
audit intent_label: Cloud infrastructure
audit confidence: 0.97
policy check --threshold $500
APPROVED under threshold, settling...
settled checkout_session: created
$ omnicfo ingest --vendor Stripe --amount $1,200.00
Invoice INV-2848 ingested, running audit...
HELD exceeds $500, routing to CFO...
$

Fail-closed policy engine

Hard spend thresholds, vendor whitelisting, and budget caps enforced at every decision point. If the policy engine errors out, funds never move.

Merchant of Record settlements

Dodo Payments handles compliance, tax, and card-network disputes out-of-the-box. Approved invoices trigger checkout sessions automatically.

Full audit trail

Every decision point - ingestion, audit, policy check, approval, and settlement - is logged with structured traces for complete observability.

Security model

AI-assisted reasoning sits inside a sandbox. Deterministic enforcement never leaves the safe zone. Funds move only when both agree.

AI sandboxDeterministic enforcement

LLM Verifier

AI reasoning

Policy Engine

Deterministic rules

Payment Vault

Settlement execution

Human Review

Telegram approval

audit resultexceeds thresholdapprovedapproved
Invoice pipeline2 invoices processed
AWS Cloud Services
INV-2847
$450.00
Under $500
Approved
Stripe Processing
INV-2848
$1,200.00
Exceeds $500
Held for review

Human in the loop

When invoices exceed policy thresholds, the agent pauses and routes to the CFO via Telegram. One tap to approve. The agent handles settlement.

Real-time Telegram notificationsInline approve / reject buttonsAutomatic settlement on approvalStateful pause preserving contextComplete audit trail for every decision
Telegram approval
One tap to approve, agent handles settlement
Dodo checkout
Test fiat settlement via Merchant of Record

Architecture

A fail-closed pipeline where every invoice passes through verification, policy enforcement, and human approval before settlement.

Ingestion

PDF / Email / API

Multi-LLM Audit

Cascade verification

Policy Gate

Fail-closed rules

Human Approval

Telegram callback

Dodo Settlement

Merchant of Record

Observability

Structured traces

passexceedsapprovedapproved

Tech stack

Built on battle-tested infrastructure for autonomous financial operations.

State management
Agent Orchestrator

Zero-loss state persistence during human review delays. Coordinates agent sessions and manages state transitions across the treasury pipeline.

Merchant of Record
Dodo Payments

Acts as the Merchant of Record, handling compliance, tax, and card-network disputes seamlessly. Checkout sessions for compliant fiat settlements.

Observability
Neatlogs

Structured logging traces every decision point - ingestion, audit, policy check, approval, and settlement - for complete audit compliance.

Policy storage
Supabase

PostgreSQL-backed invoice storage with row-level security, real-time subscriptions, and edge functions.

Ready to see it in action?

Deploy your own autonomous CFO agent. Self-hosted, open source, fully auditable.

Open dashboardView on GitHub