Savant Labs

Score4.3 out of 10

6 Reviews and Ratings

What is Savant Labs?

Savant Labs is an artificial intelligence (AI) workflow automation platform for enterprise finance, tax, and accounting teams. The platform automates repeatable workflows for financial close, reconciliations, tax provisions, data preparation, reporting, and related processes that often rely on spreadsheets, email, and manual data entry.

Savant processes data in a controlled environment and supports documented, repeatable workflows intended for audit-sensitive processes.

Key Capabilities

Model selection and deployment: Connects to Claude, Copilot, ChatGPT, and private large language models (LLMs) deployed in an organization’s environment. Organizations can select models, determine data-location requirements, and manage model usage.
Workflow creation: Users can describe a workflow in plain language or initiate a recurring process, such as a monthly reconciliation. Savant then creates an automated workflow with defined steps and controls.
Deterministic execution: AI agents execute defined logic and validation checkpoints so identical inputs are intended to produce consistent results.
Data extraction and preparation: Processes structured data and unstructured documents, including portable document format (PDF) files, scans, images, invoices, and enterprise resource planning (ERP) extracts.
Controls and documentation: Records workflow activity and data lineage from source systems to outputs. The platform includes audit trails, approval routing, version history, role-based access controls (RBAC), and evidence packages.
Exception review: Routes exceptions to human reviewers before downstream filing or reporting activities.
Integrations: Savant states that the platform includes more than 500 prebuilt connectors for ERPs, customer relationship management (CRM) systems, business intelligence (BI) tools, file storage, and email.

Audience & Use Cases

Audience: Enterprise finance, tax, accounting, and audit teams operating in regulated or control-intensive environments.
Use cases: Month-end and year-end close, financial reconciliations and tie-outs, tax provision preparation, state apportionment calculations, sales and use tax reconciliation, ERP data consolidation, intercompany accounting, multi-entity reporting, audit evidence preparation, and recurring reporting.

Technical Specifications

Controls: Segregation of duties, approval routing, user-activity logs, data lineage, and Sarbanes-Oxley Act (SOX) controls.
Security: The vendor states that Savant holds SOC 2 Type II, SOC 1 Type II, and ISO 27001 certifications and supports single sign-on (SSO), Security Assertion Markup Language (SAML), RBAC, private-cloud, and virtual private cloud (VPC) deployment options.

According to Savant Labs, Fortune 500 enterprises use the platform to identify errors before filing, maintain audit documentation, and reduce manual finance-data work.