AI-Agents for Bookkeepers in Request Intake
Check requests, collect missing files, open approval tasks. 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 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 toolsAdd supported purchase details and receipt links to the expense log.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 toolsAdd receipt details to the shared expense log for review.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
9 toolsPair card charges with receipts in the shared expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
6 toolsEnter receipt totals in the expense log with source links.
Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.
