AI-Agents for Finance in Data Quality working with monday.com
Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
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 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 toolsSend approvers a purchase summary when required reasons are complete.
Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
37 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 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.
Name missing spending reasons before managers review purchase requests.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Flag budget shortfalls on purchase requests awaiting approval.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
Log complete staff expenses with receipts for finance review.
Your expense tracker has receipt-linked entries ready for finance review, while staff get clear requests to fix incomplete forms.
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