AI-Agents for Finance working with monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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 toolsTurn model token counts into approved-rate costs for stakeholders.
Your stakeholders get month-to-date AI costs and a link to the daily usage chart when you mark a day's counts ready.
30 toolsBring financial data into a review sheet and flag missing values.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
18 toolsMatch approved fee notices to each family's current balance.
Parents get fee reminder notices with their balance and payment link. Your office gets copies and a clear follow-up list.
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 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 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 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 toolsEmail Finance policy owners about settled card charges with recorded violations.
Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
24 toolsSend a weekly AI cost estimate with missing usage disclosed.
Your stakeholders get a clear weekly view of AI token usage and estimated costs, with a daily chart and gaps called out.
19 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 toolsSurface spending exceptions for the policy owner's next reviewer decision.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
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