AI-Agents for Finance in Request Intake working with monday.com
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 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 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 toolsPlace 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 toolsName 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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