AI-Agents for Finance
Agents help Finance teams keep financial requests moving.
Draft financial report SQL for the requested period.
Get a SQL query for a date or date range in your report chat, with the time field and boundaries explained in the same thread.
14 toolsSurface spending exceptions for the policy owner's next reviewer decision.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
13 toolsDraft SQL for budget and transaction questions.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
14 toolsRequest missing deposit authorizations before payroll change approval.
Your payroll team can get missing authorizations moving without chasing employees manually. Employees receive a private request with a secure way to add the form.
18 toolsDraft joins for finance questions and flag missing relationships.
Get a SQL query with the joins and filters your question needs, plus a short explanation in the same help thread.
8 toolsSummarize statement spending and surface exceptions for review.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
5 toolsSurface bills needing receipt evidence before payment review.
Your payables lead sees missing receipts before bills come due, with the next owner named on the bill task.
6 toolsKeep card charges and receipt gaps visible for expense review.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.
6 toolsSurface receiving gaps before bill review decisions.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
6 toolsExtract statement activity into a review table with page references.
Your bank statement PDFs and screenshots become a review table. Your bookkeeper can trace flagged figures to the source page.
Place one matched purchase packet on each finance-ready card.
Give finance a purchase packet on the card, with the order and signed paperwork together so your team can hand off a complete record.
5 toolsPrepare a close CSV with a row count and held-back rows.
Your monthly close Excel file becomes a CSV of reconciled transactions, with a note showing the row count and anything held back.
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