AI-Agents for Finance
Agents help Finance teams keep financial requests moving.
Mark missing invoices on bill tasks awaiting a decision.
Your reviewer sees whether the current invoice is attached or which document still blocks a safe decision.
Highlight near-due bills still waiting for a decision.
Your payables owner sees which bills need a decision before they are due, with a clear next step on the task.
Surface supplier bills missing invoice PDFs for review.
Your bill cards show the invoice on hand or the exact file your payables person needs to find.
Flag approved purchase orders when a supplier change needs review.
Your purchase orders show the old and new supplier in a private note, with a clear reapproval flag for your accounting lead.
Show reviewers the final bill behind each held proforma invoice.
Your finance reviewer sees suspect proformas held before approval. The matching final bill and reason make review easier.
Turn complete finance requests into approvals with due dates.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
11 toolsCalculate yesterday's sales by location for financial review.
Your daily sales CSV brings location totals together for your reporting spreadsheet, without pulling separate reports by hand.
Send the purchase link before a 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 toolsSend bill policy exceptions to the policy owner for a decision.
Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.
Apply cost center approval rules to each purchase request.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
Show bill reviewers where invoice lines differ from approved orders.
Your approver sees the purchase order link and line differences on the bill before making a decision.
Name missing spending reasons before managers review purchase requests.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
