AI-Agents for Finance
Agents help Finance teams keep financial requests moving.
Send requested financial report tabs as CSV attachments.
Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.
33 toolsTurn model token counts into approved-rate costs for stakeholders.
Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.
30 toolsBring financial data into a review sheet and flag missing values.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsRecord failed fee reminders and email staff the details to review.
Your fee workbook shows which reminder texts failed, and staff get the parent and unpaid fee details they need for follow-up.
10 toolsCapture invoice totals in the spreadsheet and flag unclear PDFs.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
8 toolsMatch approved fee notices to each family's current balance.
Parents get fee reminder notices with their balance and payment link. Your office gets copies and a clear follow-up list.
10 toolsKeep school fee reminders moving across email and text.
Your school fee reminders go out by email and text, with each send recorded and delivery failures flagged for your billing team.
12 toolsEmail staff the fee and failed address when a reminder bounces.
Your staff get an email delivery failure notice with the parent's fee details. They can fix the address or reach the parent another way.
10 toolsGather invoice and order evidence for a bill decision.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsFlag promotion raises missing the required finance reviewer.
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 toolsSurface unpaid fees whose reminder emails failed delivery.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
10 toolsLog sent fee reminders and flag statements needing review.
Parents get an early fee payment reminder by email, and your school office can see who needs an address or follow-up.
20 tools
