Integration boundaries for agentic finance workflows.

Vicera sits between AI agent intent and downstream finance action: it evaluates mandates, supports approval handoff, returns an authorization result, and records evidence.

Agent boundaryChecker handoffAudit evidenceNo rail execution

Boundary statement

A decision contract, not a connector certification claim.

Integration stance: Vicera is presented as a mandate decision boundary, not a catalog of certified production connectors.
Input: Agent, action, counterparty, amount, currency, resource, mandate, and approval context supplied by the surrounding workflow.
Output: A decision result and evidence packet that downstream systems can use before execution continues.
Non-goal: Vicera does not claim to replace ERP, AP, treasury, banking, PSP, or payment-rail controls.

Boundary sequence

Where Vicera evaluates, pauses, hands off, and records.

AI agent boundary

Agents submit intent, not open execution authority.

The surrounding agent workflow supplies identity and request context so Vicera can evaluate whether the proposed finance action is in delegated scope.

Mandate evaluation

Authority is checked before downstream handoff.

Vicera evaluates mandate status, allowed action, counterparty and resource scope, amount limits, currency, expiry, revocation state, and approval requirements.

Approval / checker handoff

Exceptions can pause for separated review.

Approval-required outcomes hand the request to a maker-checker path with the policy reason and request evidence attached for the checker.

ERP / AP system handoff

Existing finance systems keep system-of-record ownership.

Approved outcomes can be passed back to ERP, AP, treasury, or workflow tooling as an authorization result instead of a raw agent instruction.

Payment-rail boundary

Payment execution remains outside Vicera.

Vicera defines whether a request has mandate authority before payment initiation. Banking, PSP, and payment-rail submission remain downstream responsibilities.

Audit / evidence output

Every decision should leave reviewable evidence.

Decision output can include mandate id, request id, agent identity, action, policy result, reason, approver evidence, and timestamp for later inspection.

Handoff contracts

The integration line stays explicit.

Vicera should be integrated where a finance workflow needs an authorization result before it calls the next system. The page does not represent completed vendor certifications or live production connectors.

Agent to Vicera: A typed request arrives with the finance action and operational context needed for mandate evaluation.
Vicera to checker: Requests outside a configured approval threshold can return requires approval with the evidence a checker needs.
Vicera to ERP/AP: Approved requests can continue as authorization results for the existing invoice, AP, treasury, or workflow path.
Vicera to payment boundary: Vicera stops at authorization. Payment initiation, rail submission, settlement, and funds movement remain downstream.
Vicera to audit: The authorization decision and supporting context are retained as evidence for finance, risk, and audit review.

Principle 01

Use Vicera as the control point before an agent-triggered finance action advances.

Principle 02

Keep ERP, AP, treasury, and payment systems responsible for their own records, approvals, and execution controls.

Principle 03

Represent vendor-specific integrations as implementation work unless they are explicitly certified and live.