AI-Agents for Finance in Exception Handling
Chase unsigned agreements, compare invoices, flag purchase changes. 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 toolsRecord failed fee reminders and email staff the details to review.
Your fee workbook shows which reminder texts failed, and staff get the parent and unpaid fee details they need for follow-up.
10 toolsKeep school fee reminders moving across email and text.
Your school fee reminders go out by email and text, with each send recorded and delivery failures flagged for your billing team.
12 toolsEmail staff the fee and failed address when a reminder bounces.
Your staff get an email delivery failure notice with the parent's fee details. They can fix the address or reach the parent another way.
10 toolsGather 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 toolsSurface unpaid fees whose reminder emails failed delivery.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
10 toolsHold a bill review when a supplier replaces its invoice.
Your bill review stays on hold when a supplier sends a corrected invoice, with both versions and the earlier decision linked for your reviewer.
6 toolsSend requested spreadsheet tabs as CSVs for finance reviews.
Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.
5 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 toolsTrack paid invoices against customer payments and flag billing gaps.
Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.
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 toolsBring upcoming bill approvals into the team's task queue.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
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