AI-Agents for Finance in Document Extraction working with monday.com
Read invoices, pull contract terms, log expenses. 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 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.
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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