AI & Automation · By department
AI agents for finance teams
Invoices, reconciliations and month-end reports follow rules. Agents do the reading and matching. Finance approves.
At a glance
Your finance team: the work, and the AI agent you get.
Each piece of daily work in the middle ring is paired with the AI agent or service that handles it.
Matching numbers show each pair. Select a service to see what it includes. Full detail is in the table below.
Your finance team
- Supplier invoices: the ai agent you get with Invoice & AP Agent
- Contracts and terms: the ai agent you get with Contract Review Agent
- Month-end reports: the ai agent you get with Reporting Agent
- Reconciliations and approvals: the ai agent you get with Finance Automation
How it works
Five steps, from the first call to results.
We start
A short call
- We learn how you work today
- Written for finance teams
We look at
The work
- Supplier invoices
- Contracts and terms
We build
The AI agent you get
- Invoice & AP Agent
- Contract Review Agent
Where people approve
Your team stays in control
- Finance approves every payment.
- Legal or finance decides what to accept.
The result
What you get
- Invoices captured and matched without retyping
- Exceptions flagged for review
Your data stays in your environment · every action is logged · people approve what matters
What it is
AI Agents for Finance Teams, in plain language.
AI agents and automation for accounts payable, contract review, reporting and back-office tasks. They read documents, match records and prepare work for approval inside your accounting system.
The work
What slows it down
The AI agent you get
Where people approve
Supplier invoices
What slows it down: Bills are entered and matched manually.
Invoice & AP Agent. Reads each invoice, matches it to the order and receipt, and routes it.
People approve: Finance approves every payment.
Contracts and terms
What slows it down: Payment terms and renewals are missed.
Contract Review Agent. Extracts key terms and dates and lists differences from your standard.
People approve: Legal or finance decides what to accept.
Month-end reports
What slows it down: Figures are pulled from several systems by hand.
Reporting Agent. Prepares scheduled reports with a written summary of changes.
People approve: The controller reviews before release.
Reconciliations and approvals
What slows it down: Matching and chasing take days.
Finance Automation. Automated matching, reminders and approval routing.
People approve: Exceptions go to a named person.
Who it's for
Written for finance teams.
Accounts payable and receivable, payroll, reporting and the people who approve payments. These are the people we usually work with:
- CFOs and finance directors
- Financial controllers
- Accounts payable and receivable teams
- Payroll and treasury staff
AI & Automation by industry
Why it matters
Why this matters for finance teams.
Finance work is accurate when people have time, and month-end removes that time. Manual entry causes errors and late payments. Agents take the repetitive steps so the team can review exceptions and analyse the numbers.
How we work
How we work with finance teams.
Start small, prove the value, then extend.
- Step 01
Discover
We map workflows, data and systems to find the use cases with the clearest return.
- Step 02
Pilot
A working agent or automation is delivered against one high-impact workflow, measured against a baseline.
- Step 03
Harden
Security, permissions, evaluation and human-in-the-loop controls are added before scale-up.
- Step 04
Scale
Proven automations are rolled out across teams, monitored and continuously improved.
What you get
The results you can expect.
- Invoices captured and matched without retyping
- Exceptions flagged for review
- Reports prepared on a schedule
- A clear trail of who approved what
We do not promise fixed numbers before we have seen your systems. In the first call we agree what to measure, and we report against it.
FAQ
AI agents for finance teams: common questions.
Does the agent post entries to our accounting system?
It can prepare entries and post those you allow. Many teams start with the agent preparing entries and a person posting them.
Which accounting systems do you connect to?
Commonly used systems with an API, such as QuickBooks, Xero, Zoho Books, NetSuite, SAP and Tally through connectors. We confirm each connection in discovery.
Will AI agents replace staff in finance teams?
That is not how we design them. Agents take routine, repeated steps. People keep decisions, exceptions and conversations that need judgement. Every agent has clear points where a person approves.
How do we start?
With one process that has real volume and a result you can measure. We run a small pilot, compare it with how the work was done before, and extend only if it proves its value.
How is our data protected?
Each agent gets only the access it needs, and its actions are logged. Before any build we agree with you where data is processed and stored and which AI model is used. Our cybersecurity team reviews the design.
Serving clients across the USA and India
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