Invoices posted, payments chased, cash flow under control.

An AI finance agent reads incoming invoices, posts them to the ERP, reconciles bank statements and follows up on late payers. Any payment above your limit waits for your approval.

AI agent · Finance

What the finance agent does.

01Reads the invoice that arrived by email and posts it to the system.
Email→Agent→ERP
02Chases overdue payments in the right tone.
ERP→Agent→Email
03Asks for your approval before paying anything above the limit.
Invoice→Agent→You approve

Also

  • Reconciles bank statements against the books every day.
  • Builds the weekly cash-flow forecast.
  • Issues the invoice as soon as a deal closes.
Example Co.Finance agent · online
Good morning, I got a reminder about the invoice. I paid it yesterday.
Good morning! Thanks for letting us know. I found yesterday’s payment and marked the invoice as paid. You’re all set.
Great, thanks!
Anytime. Just reach out if you need anything.
Illustrative conversation

Don’t see your task here? If it repeats, chances are it can be automated too.

Example

What it looks like in practice.

FinanceDistributor

Supplier invoices checked, posted and scheduled.

Before
Invoices, payments and reconciliation done by hand, with the risk of paying twice.
The agent
Matches the invoice to the purchase order, posts it to the ERP, schedules the payment and reconciles the bank statement.
You approve
Every payment above $1,000.
Email→Agent→ERP
$1kabove that, nothing goes out without your OK

Illustrative examples · every agent is designed around your own process · See all cases

Other departments

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SalesCustomer serviceLegalMarketingOperationsHRProcurementITLogisticsAccountingManagement

Where should your finance agent start?

Talk to usSee every department
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