Cleaner books and faster cash.
Invoices match, overdue accounts get polite reminders and month-end close stops eating a week.
The team
A few agents with one clear job each, working inside your finance tools and handing off to your people.
- Invoice matcherAI agent
- Collections assistantAI agent
- Month-end reporterAI agent
What agents handle in finance.
The most common starting points come first. Every agent works inside rules you set.
Invoice and payment matching
Matches invoices, payments and purchase orders and flags anything off.
A person approves: every exceptionCollections reminders
Sends friendly reminders on overdue invoices and logs every reply.
A person approves: escalations and payment plansExpense review
Checks expenses against policy and flags exceptions.
A person approves: reimbursement decisionsMonth-end close prep
Prepares the close checklist, reconciliations and a plain-English summary.
A person approves: final entriesCash flow updates
Updates the weekly cash forecast from your bank and accounting data.
A person approves: nothing; it's read-onlyAgents work inside the software you already use.
A few examples. During scoping we confirm how each system connects.
- QuickBooks
- Xero
- NetSuite
- Bill.com
- Ramp
- Stripe
- Excel
- Bank feeds
- and more
Finance agents, answered.
Which tools does a finance agent work with?
Agents work through the software your team already uses, such as QuickBooks, Xero or NetSuite, Bill.com and your bank feeds. During scoping we confirm how each system connects and what access the agent needs.
What does a person still decide?
You set the rules. By default, payments and write-offs always need a person.
How do we start?
With an opportunity assessment. We rank your finance workflows by expected return and give you a clear quote for the first agent.