Finance

AI AGENTS FOR
FINANCE.

Finance runs on intake, matching, and approvals. We build agents that handle the volume so your team can focus on exceptions, analysis, and decisions.

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75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live
75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live
75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live
75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live
75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live
75–80%Invoices and POs automated
60–75%Faster approval and audit cycles
~171%Avg ROI, production agents
4–8 wksPackaged agents live

What We Build

Where Back-Office
Time Goes.

Most finance teams don't struggle with hard decisions. They struggle with volume: keying data, finding the matching document, and chasing approvals.

Invoice and PO intake

Agents read invoices as they arrive, extract the fields, check the vendor, and create the record.

Three-way matching

Invoices are compared to POs and receipts. Clean matches post. Mismatches queue with a plain note.

Approval routing

Each item goes to the right approver by your rules, with reminders and escalation when it stalls.

Reconciliation

Transactions are matched across bank and ledger data, with exceptions explained and ready for review.

Audit preparation

Documents, approvals, and notes are assembled as the work happens, so audit requests are quick.

Reporting packets

Recurring reports are drafted from your data on schedule for an analyst to review and send.

Example

Invoice day, handled.

  1. Invoices arrive in the shared inbox in six different formats.
  2. The agent extracts vendor, amounts, dates, and line items, and checks the vendor against your approved list.
  3. It finds the matching PO and compares quantities and prices. One invoice is $420 over.
  4. Clean invoices route for approval. The $420 exception goes to a buyer with a one-line explanation.
  5. Every step lands in an audit log: who, what, when, and why.

Control

Controls Stay Where They Belong.

  • Payment release. Your people approve payments above the limits you set. Agents prepare and route the work.
  • Segregation of duties. Agents follow the same separation your policies require.
  • Audit trail. Every action is logged in a form your auditors can read.
  • Least-privilege access. Each agent sees only the systems and data its job needs.

How We Start

Four Steps.
One Clear Plan.

1

Free call

30 minutes. We learn where the hours go and where an agent fits first.

2

Scope

You get a clear plan, a timeline, and a price before anything gets built.

3

Build

We build and test against your real scenarios. You sign off before launch.

4

Launch and tune

We go live, monitor closely, and tune based on real use.

Questions

Common
Questions.

Do you work with our ERP and accounting software?

We connect to the systems you already use, and we confirm the options for your stack on the first call.

How realistic are the benchmark numbers?

They're reported ranges from production deployments, such as 75 to 80% of invoice and PO intake automated. Your results depend on volume, systems, and data quality, and we scope against your real numbers.

Will agents replace my accountants?

No. They take the keying and matching so your team can spend time on exceptions, analysis, and advising.

How is financial data protected?

Each agent gets scoped, least-privilege access, approval gates on sensitive actions, and a log of everything it does.

Read Next

From The Blog.

FinanceAI Automation for Finance Teams: Invoices, Purchase Orders, and Faster ApprovalsFinanceAI Automation for Accounting Teams: Close Faster, Audit SmarterFinanceHow to Calculate the ROI of AI Automation for Your Business

LET'S FIND YOUR
FIRST AGENT.

30 minutes. No nonsense. A clear next step for your finance team.

Book a Free Consultation