AI-Agents for Finance Managers in Approvals working with monday.com
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Identify promotion raises missing your required finance review.
See whether a promotion has the finance reviewer your pay rules require, with a verdict on the card and an email to your People Ops lead.
24 toolsStop a second supplier payment before money leaves your account.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsAttach current balances to requests for your budget review.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
5 toolsPut revised budget balances before pending purchase reviewers.
Your pending purchase requests show revised balances beside the amount requested, giving finance reviewers the latest sheet figure as they decide.
4 toolsSend a purchase link before your spending review is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.
4 toolsShow current balances beside requests awaiting finance approval.
Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.
