Use Cases
Simetrik Agent
The reconciliation expert you've always wanted
The Agent carries Simetrik’s industry knowledge, financial control expertise, and the judgment of an expert implementer. Accessible through natural language, right inside the platform.
Everything you can ask, and everything it can do
From designing a reconciliation to analyzing an anomaly, the full lifecycle of financial control operations.
Design & build reconciliations
Map sources, define matching rules, configure sweeps and segmentation, deploy the complete flow.
Configure sources & transformations
Connect data sources, build calculated columns, set up validations, create unions and consolidations.
Schedule & automate
Recurring executions, data exports, event-based triggers, chained pipeline tasks.
Analyze & resolve
Natural-language queries, exception investigation, pattern detection, resolution recommendations.
Monitor & report
Operation Center access, KPI dashboards, reconciliation rates, anomaly alerts, by asking.
Delegate configurations
Hand it a full specification, end-to-end configuration with implementation-team rigor.
From request to execution, in three steps
Describe what you need in text, voice or adding files. The Agent interprets your business context, builds a plan, and executes, with complete transparency at every step.
1. You describe what you need
Type or speak your request in natural language, and add context files, the Agent understands the business intent behind it.
2. The Agent builds a plan
It reviews your workspace, identifies dependencies, maps data sources, and proposes a structured plan, before touching anything.
3. You approve, the Agent executes
Sources, transformations, matching rules, schedules, alerts, configured, traceable, auditable.
Choose how much control to keep
Automatic
For everyday tasks. The Agent executes immediately quick queries, data lookups, routine configurations, with zero interruptions.
Best for: quick queries, data lookups, routine tasks.
Confirmation: Recommended
Before executing anything significant, the Agent pauses and shows you exactly what it’s about to do. You approve, adjust, or cancel.
Best for: sensitive changes, production environments.
Planning
For complex, multi-step projects, the Agent writes the complete plan first, every step, every dependency, every expected outcome, and waits for your review.
Best for: full builds, cross-domain configurations.
It never loses your place
Close the tab. Refresh the page. Come back tomorrow. The Agent picks up exactly where you left off, the conversation, the progress, the context it already has about your operation.
Every interaction builds on the last. The Agent remembers what it has already understood about your workspace, your data sources, your business rules, and your preferences. You explain once.
Enterprise-grade trust, built in.
The same security model as the rest of the platform, every action authenticated, authorized, and auditable.
- Same permissions: Same RBAC, boundaries, and restrictions as any user.
- Full audit trail: Every action logged. SOC 2, ISO 27001, PCI DSS compliant.
- Human approval where it matters.
- Sensitive changes always pause for your confirmation.
See the Simetrik Agent in action
Experience how a single conversation can replace weeks of manual configuration, with the expertise of an entire implementation team behind every response.