AI-Agents for Finance in Request Intake
Check requests, collect missing files, open approval tasks. 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 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 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 toolsRoute finance intake requests and confirm their handoff by email.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 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 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 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 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 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.
Place supplier bank forms beside purchase requests awaiting approval.
Give finance the supplier payment form alongside the purchase request, without hunting through supplier profiles.
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 tools
