AI Agent Workflows,
Built for the Enterprise

Automate processes with finance-ready AI and custom workflows tailored to your business.
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Flexible, accurate, and auditable workflows for critical, repetitive tasks

Stay in control with scoped access to tools and data, 
human approval checkpoints, and complete activity logs.
Made for non-technical teams; no AI expertise required
Expert-level finance and accounting knowledge built in
Designed to support complex, multi-system processes
Security-first with strict controls and transparent governance
aGENT Architecture

Workflow Engine

Streamline operations with custom workflows that match your business logic and policies.
Input
Natural Language Input
Describe your process in plain English. Woodrow turns it into a workflow your team can review.
Input
Workflow Builder
Each workflow is broken down step-by-step, based on your tools and policies.
Task Decomposition
Complex processes are translated into discrete, auditable steps.
Model Selection
Tasks are routed to models from OpenAI, Anthropic, or Gemini.
Task Decomposition
Feedback and suggested edits help refineand optimize actions.
Integrations
ERP Systems
NetSuite · SAP · Oracle
CRM
Salesforce · HubSpot
Accounting Tools
Ramp · Rippling
Other Platforms
APIs · Custom
Control
Whitelisted Tool Access
Use only the tools you’ve approved.
Approval Checkpoints
Route decisions to the right owner.
Whitelisted Tool Access
Use only the tools you’ve approved.
Output
Automated Execution
Woodrow takes action in your systems with a full audit trail and notifications.
Seamless integration
Connect your ERP, CRM, accounting tools, and other platforms where your team works.
End-to-end action
Read, write, and take action across systems. No manual switching or copy/paste involved.
Easy scheduling
Run workflows on a schedule, trigger them based on pre-set conditions, or execute them on demand.
Reusable building blocks
Turn any working workflow into a repeatable standard—copy it, tweak it, and redeploy it.
Adaptive Workflows
Feedback and Optimization
Just like a team member running a new process, Woodrow improves workflow execution based on your review and feedback.
Intelligent reasoning
Woodrow can interpret messy inputs, follow your rules, and suggest changes to help you perfect each workflow.
Human in the loop
Require review for high-impact steps. Route approvals to the right owner with context and a recommended next action.
Alerts and notifications
Get notified when a workflow needs approval, hits an exception, or completes, so you can monitor without babysitting.
Continuous improvement
Update your workflows when policies change. Capture edge cases as they come up and refine behavior without rebuilding from scratch.
Total Transparency
Audit Trails
Maintain a complete record of execution—approvals, steps, and system actions — 
for internal reviews and audits.
Documented approvals
See who approved what, when they approved it, and what happened next.
Workflow trace
Review each step executed, including the inputs used and outputs produced.
System activity logs
Track actions taken in connected tools with timestamps and a consistent record of workflow execution.
Browser replay
View screen recordings to understand exactly what happened inside a connected system.

Secure Integrations

With workflow-level permissions, Woodrow can securely access your tools, pull data, take action, and move any process forward. Data is protected at rest and in transit with industry-standard encryption.

Security FAQs

What are AI agent workflows, and how are they different from traditional automation?
Can Woodrow connect to my business systems?
How do permissions work across tools and workflows?
Can my team share and reuse workflows?
Can I schedule workflows to run automatically?
Can workflows be triggered based on conditions?
How do approvals and human review work?
How does Woodrow handle exceptions and edge cases?
Will my team have to train the AI?
How much operational complexity can Woodrow handle?
How does Woodrow keep my business data safe?