AI-Agents for Bookkeepers in Approvals working with Microsoft Office 365
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Request Invoice Evidence
Request 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.
Works with
22 tools
22 tools
Published by
Approvals Essentials
Export Close Transactions
Keep 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.
Works with
4 tools
4 tools
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