AccordPartners
Finance agents

Hire your next
finance agent.

A defined mandate. Evidence-linked work.
Human authority stays with your team.

Accord Partners · Finance-agent mandates01 / 16
AccordPartners
Finance agents

A mandate.
Evidence.
Human authority.

Mandate

Retrieve, compare, calculate, draft and route.

Evidence

Source-linked figures. Recorded transformations and assumptions. Flagged conflicts. Retained reviewer decisions.

Authority

Named humans approve postings, journals, payments, forecasts, tax positions and published reports.

C1 · Proposed pilot mandate. Status definitions on slide 3.02 / 16
AccordPartners
Finance agents

Build your finance team.

22 roles

Accounting

Cash & liquidity

Controllership

Planning

Tax

Controls

Project economics

10 featured mandates · 12 further roles use the same scoped pilot model.

D · Delivered: comparable reviewed work completed; not proof in your environment.

Others · Configurable: proposed mandate requiring pilot validation.

C1 · Proposed pilot mandate. Status definitions on slide 3.03 / 16
AccordPartners
Finance agents

Hire an AP Agent.

Delivered

Move supplier invoices from intake into an evidenced payment batch for finance-owner approval.

Can do

  • Ingest invoices, POs, receipts
  • Normalize supplier/coding fields
  • Compare three-way matches
  • Detect duplicates/approval/tolerance breaches
  • Route owner-specific exceptions
  • Assemble payment proposals

Produces

  • Coded invoice queue
  • Three-way-match exception log
  • Payment-release checklist

Human gate

Finance owner approves coding exceptions/payment release. Agent never pays/posts.

Pilot signal

Measure invoices correctly classified/routed before cut-off; evidence every exception.

E1 · Reviewed historical finance work · 20 July 2026. Other AP actions: C1 scope.04 / 16
AccordPartners
Finance agents

Hire an AR & Collections Agent.

Configurable

Turn the receivables ledger into a prioritized collection workflow with governed follow-through and ownership.

Can do

  • Reconcile invoices/receipts
  • Age open items
  • Identify disputes/promises/risks
  • Draft collection messages
  • Route disputes to owners
  • Track promise-to-pay follow-through

Produces

  • Ageing action list
  • Cash-application matches
  • Dispute/collection tracker

Human gate

Account owner approves external messages, settlements and write-offs.

Pilot signal

Categorize, assign and evidence overdue balances by agreed review date.

C1 · Proposed pilot mandate. Status definitions on slide 3.05 / 16
AccordPartners
Finance agents

Hire a Close Agent.

Configurable

Coordinate period close across finance owners and surface the unresolved items blocking sign-off.

Can do

  • Collect close-status inputs
  • Compare subledgers to GL
  • Flag missing journals/unsupported balances
  • Maintain dependencies/owner deadlines
  • Assemble journal support
  • Escalate material unresolved items

Produces

  • Close tracker
  • Journal-support pack
  • Unresolved-item log

Human gate

Controller approves journals, adjustments and period close.

Pilot signal

Every scoped task has owner, evidence state and resolution status by cut-off.

C1 · Proposed pilot mandate. Status definitions on slide 3.06 / 16
AccordPartners
Finance agents

Hire a Reconciliation Agent.

Configurable

Reconcile high-volume accounts against source records and isolate material differences for controlled human review.

Can do

  • Ingest ledger/source records
  • Match exact/tolerance-based items
  • Group many-to-one/timing differences
  • Detect duplicates/missing records
  • Classify reconciling items
  • Prepare adjustment support

Produces

  • Matched ledger
  • Reconciling-item schedule
  • Adjustment-support file

Human gate

Controller approves matching rules, write-offs and adjustments.

Pilot signal

Measure matched coverage and exception ageing; no unsupported auto-clearing.

C1 · Proposed pilot mandate. Status definitions on slide 3.07 / 16
AccordPartners
Finance agents

Hire an FP&A Agent.

Configurable

Refresh the financial forecast and explain what changed, why, and where management action is needed.

Can do

  • Ingest actuals/approved assumptions
  • Update forecast drivers
  • Compare plan/forecast/actuals
  • Build price/volume/mix/timing bridges
  • Flag assumption conflicts
  • Draft commentary/scenarios

Produces

  • Variance bridge
  • Refreshed forecast
  • Assumption register

Human gate

FP&A owner approves assumptions, scenarios and published forecast.

Pilot signal

Trace material forecast movements to approved assumptions or flagged evidence gaps.

C1 · Proposed pilot mandate. Status definitions on slide 3.08 / 16
AccordPartners
Finance agents

Hire a Treasury Agent.

Configurable

Maintain a controlled view of cash availability, liquidity and upcoming payment pressure across accounts.

Can do

  • Consolidate bank/ledger balances
  • Reconcile cash positions
  • Classify restricted/available cash
  • Project inflows/outflows
  • Identify funding gaps/idle cash
  • Prioritize approved payments

Produces

  • Daily cash position
  • Liquidity outlook
  • Approved payment queue

Human gate

Treasurer approves transfers, funding actions and payment release.

Pilot signal

Reconcile scoped accounts to source; route liquidity exceptions before daily cut-off.

C1 · Proposed pilot mandate. Status definitions on slide 3.09 / 16
AccordPartners
Finance agents

Hire a Management Reporting Agent.

Configurable

Turn governed finance data into a consistent management pack with source-linked commentary and retained decisions.

Can do

  • Assemble approved KPIs/financials
  • Reconcile figures to source
  • Compare actual/budget/prior period
  • Detect definition conflicts
  • Draft variance commentary
  • Retain evidence/reviewer decisions

Produces

  • Management pack
  • Variance commentary
  • KPI definition/evidence register

Human gate

CFO/controller approves KPIs, narrative and publication.

Pilot signal

Every material reported figure reconciles to approved source and reviewer sign-off.

C1 · Proposed pilot mandate. Status definitions on slide 3.10 / 16
AccordPartners
Finance agents

Hire a Project Cost Control Agent.

Configurable

Own project cost reconciliation and cost-to-complete support, exposing commitments and emerging margin risks.

Inputs

ERP actuals; approved budgets; commitments; variation orders; project forecasts.

Can do

  • Map commitments to project/WBS
  • Reconcile actuals/POs/contracts/variations
  • Flag missing/duplicate/code conflicts
  • Compare actual/committed/forecast against budget
  • Refresh cost-to-complete support
  • Route margin/assumption exceptions

Produces

  • Commitment reconciliation
  • Cost-to-complete bridge
  • Margin-risk/variation register

Human gate

Project finance owner approves adjustments/forecast assumptions. No posting, budget changes or forecast publication.

Pilot signal

Measure project cost coverage; categorize material differences and route exceptions by agreed deadline.

C1 · Proposed pilot mandate. Status definitions on slide 3.11 / 16
AccordPartners
Finance agents

Hire an Audit & Controls Agent.

Configurable

Organize evidence, execute approved control tests and track remediation without replacing the responsible auditor’s judgment.

Can do

  • Map controls/risks/evidence
  • Request and index support
  • Test population completeness
  • Prepare approved samples
  • Flag exceptions/evidence gaps
  • Track responses/remediation

Produces

  • Evidence index
  • Control test schedule
  • Exception/remediation tracker

Human gate

Control owner/auditor approves test design, conclusions and issue closure.

Pilot signal

Selected controls have evidence status, evidenced exceptions and assigned remediation owners.

C1 · Proposed pilot mandate. Status definitions on slide 3.12 / 16
AccordPartners
Finance agents

Hire a Tax & Zakat Agent.

Configurable

Prepare governed tax and zakat support while preserving specialist judgment over positions and filings.

Can do

  • Reconcile ledger/tax schedules
  • Classify under approved rules
  • Identify document/position gaps
  • Assemble adjustment support
  • Maintain primary-source references
  • Prepare review/filing support

Produces

  • Support schedules
  • Position reconciliation
  • Primary-source/gap register

Human gate

Tax owner/adviser approves interpretations, positions, adjustments and filing.

Pilot signal

Evidence, categorize and route material schedule differences before review cut-off.

C1 · Proposed pilot mandate. Status definitions on slide 3.13 / 16
AccordPartners
Executive Team

We have built and scaled global enterprises.

The Executive Team combines company building, applied AI, systems engineering, Saudi strategy, partnerships, and investment execution.

Amr Shady

Amr Shady

Co-Founder & CEO

30+ years in financial services and 15 years in applied AI. Founded Tribal Credit, raised $180M from QED and SoftBank, and led the company through its 2024 acquisition.

TRIBAL CREDITNYU · MSc AI & Analytics
Karim Mohamed Sobh

Karim Mohamed Sobh

Co-Founder & CTO

Former Blnk Finance CTO and IBM Systems Architect. Assistant Professor at AUC and Nile University; lectured at UC Santa Cruz.

BLNKIBMAUCNILE UNIVERSITYUC SANTA CRUZ
Akram Alchammaa

Akram Alchammaa

Co-Founder & CIO

Former Mobily VP of Corporate Strategy, Partnerships & M&A. Led Solutions by STC transactions including Giza Systems, ccc by stc, Devoteam, and Nile NaaS.

MOBILYSOLUTIONS BY STCCFA · CMA · MBA40 UNDER 40
Accord PartnersConfidential14 / 16
AccordPartners
Management

Management team with product and audit expertise.

Product leadership and finance operations connect Accord OS to the daily work of partner firms.

Abdo Wahba

Abdo Wahba

Head of Product

Nearly nine years leading product teams in Berlin across health tech, retail media, and hospitality tech, including five years as Chief Product Officer at Offerista Group. His career also includes VP of Product Management at CompuGroup Medical and co-founding Iqraaly.

Product systemsWorkflow designOperator community
OFFERISTA GROUPCOMPUGROUP MEDICALCUSTOMER ALLIANCEHUMBOLDT UNIVERSITY OF BERLIN
Bilal Abualsiba

Bilal Abualsiba

Head of Finance & Operations

Built roughly six years of Saudi audit practice at UHY Al-Mousa and Crowe KSA before moving into finance leadership across payments and health tech. He led accounting and financial reporting at Tap Payments, managed finance at Paymob, and served as CFO of WTDcare.

Audit domainFinance infrastructureOperating controlsSaudi firm network
CROWE KSAUHY AL-MOUSAPAYMOBTAP PAYMENTS
Accord PartnersConfidential15 / 16
AccordPartners
Capital Partners + Investment Committee

Backed by investors who have shaped markets worldwide.

Leading global and regional private equity and venture firms bring operating depth, investment judgment, and emerging-market reach to Accord.

Raed Ventures
P1 Ventures
Foundation Ventures
DPI Venture Capital

Investment Committee

Omar Almajdouie
Omar AlmajdouieFounding Partner · Raed Ventures

Two decades in senior leadership and more than a decade in venture capital. Previously CEO of Almajdouie Manufacturing. Board member at Majd Investments, Lean Technologies, Mozn, and MEVCA.

Wael Nafee
Wael NafeeGeneral Partner · Raed Ventures

Two decades in product building and design. Former Careem VP of Product; founded startups in the US and MENA, including one of the first MENA startups in Y Combinator.

Hisham Halbouny
Hisham HalbounyCo-Founder & Managing Partner · P1 Ventures

Investor, venture builder, and former banker. Led Man Capital's global private-markets platform. At EFG Hermes, advised on more than $10B in M&A, IPO, and debt transactions.

Mazen Nadim
Mazen NadimManaging Partner · Foundation Ventures

Co-founded a Cairo-based firm backing early and growth-stage startups across Egypt and Africa. Its second fund announced a $25M first close in 2025.

Mohamed Aladdin
Mohamed AladdinGeneral Partner · DPI Venture Capital

Previously Principal at Global Ventures across the Middle East, Africa, and Pakistan. More than a decade in venture capital, with engineering and business degrees from Berlin and Cairo.

Ashley Lewis
Ashley LewisManaging Partner & Head · DPI Venture Capital

Former Accion Venture Lab Partner focused on African fintech. Twenty years across finance and social ventures, including Goldman Sachs, Vanguard, and LGT Venture Philanthropy.

Accord PartnersConfidential16 / 16
Finance mandates