AI-Agents for Finance working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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 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 toolsHold supplier bills already paid in the books before payment starts.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
4 toolsSee changed supplier bill deadlines on pending review cards.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsStop a second supplier payment before money leaves the account.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsShow paid bills awaiting someone to close or correct reviews.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 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.
9 tools
