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Finance AI Workflow

Deal Gatekeeper Agent

A pre-sync finance control that reviews closed-won deal data before ERP handoff, checking commercial rules, deal classification, pricing logic and revenue-recognition flags.

HubSpot Deal Payload
Preset example
Invalid JSON. Please check the deal payload.
Gatekeeper Result
Simulated output

This public version uses deterministic local logic and mock output. The private build can route the same payload through an LLM validation function.