claridy - 2026 Pricing, Features, Reviews & Alternatives

Claridy is an agentic finance operations platform that automates accounts payable, accounts receivable, and reconciliation processes within existing enterprise resource planning systems. The platform deploys AI agents that execute deterministic workflows with every action logged for auditability and traceability. The combination of rule based execution and machine learning based pattern recognition ensures consistent processing without requiring changes to the core ERP configuration or system of record. The platform operates within the established ERP environment and preserves all existing data structures.

The procure to pay functionality processes purchase invoices from receipt through ERP posting by executing three way matching at the line item level and comparing quantities against goods receipts and unit prices against purchase orders. Invoices are coded automatically to the appropriate general ledger accounts, cost centers, and projects based on user defined rules. Approval flows, tolerance thresholds, and decision parameters are configurable to determine when agents act autonomously versus escalating items for human review. The order to cash module generates invoices from contract data, manages customer specific reminder sequences, and monitors credit limits by calculating exposure as the sum of open orders and delivered but not invoiced amounts. Customers are flagged when exposure approaches configurable thresholds relative to their credit limits and draft collection communications can be generated automatically.

The reconciliation module matches bank transaction lines against open items in the ERP, handling partial payments, remittance advices, foreign exchange differences, and intercompany transactions with daily processing to maintain balanced books. Vendor statements are processed and cash application tasks are completed by the system to ensure timely allocation of payments. The custom workflow capability allows organizations to define bespoke processes through natural language descriptions that are compiled into executable logic. All workflows maintain a consistent audit trail linking each financial entry to the specific rule version and timestamp that triggered it.

Claridy integrates seamlessly with existing ERP systems and connects to banking systems via CAMT file formats for transaction data ingestion. Data aggregation across multiple sources provides unified context for decision making and reduces the need to navigate disparate interfaces. The platform learns from historical actions and user behavior to improve machine learning based pattern recognition over time. An open API supports custom integrations and extended functionality to meet diverse operational requirements.