AI-Agents for Finance in Evidence Checking
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Gather 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 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 toolsBring forwarded staff receipts into one expense log for review.
Your shared expense tracker shows purchase details alongside the receipt. Finance can open the forwarded email during review.
4 toolsBring unresolved supplier bills into payables chat before due dates.
Your payables lead gets a clear chat alert when a near-due bill lacks a receipt or still needs approval, with links and a question to resolve.
10 toolsPut staff receipts in the expense tracker with review notes.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
9 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 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 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.
4 toolsPrepare staff expense rows with receipt links for review.
Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.
