AI-Agents for Bookkeepers in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Prepare supplier bills for review with invoice and order differences.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsHold a client's bill review when a corrected invoice arrives.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
6 toolsHold the original bill when a supplier sends a corrected copy.
Your AP clerk sees the earlier bill on hold, with the supplier's correction and changed fields ready for review.
4 toolsRequest missing invoice records before client bills move forward.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
22 toolsAttach supplier invoice files to bills awaiting approval.
Your bill reviewers can open the supplier's original invoice from the pending bill, even when the file arrives later.
4 toolsKeep unreconciled charges out of the close CSV.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
4 toolsHold bills when your records show the supplier invoice was paid.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
4 toolsHold recurring supplier bills already covered by one-time charges.
Catch overlapping supplier charges before payment. Your AP clerk sees the recurring bill on hold with the matching one-time bill and a reason to review.
Attach source invoices and note mismatches on bills you enter.
Your bill reviewers get the supplier invoice and any mismatches together before they decide what to approve.
Put client bill decisions where the next finance owner works.
Your finance team sees the decision and next step in its task, with a link back to the bill.
5 toolsRoute clients' supplier bill exceptions to their policy owner.
Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.
Mark partial bills that exceed what is still open on the order.
See whether a supplier's latest bill fits what's left on the purchase order, with any overage spelled out for AP review.
