AI-Agents for Bookkeepers in Finance in Document Review working with Holded
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Match supplier invoice PDFs to open bills in the books.
Your bills carry supplier invoice PDFs for review, and your payables person sees any match that needs a decision.
10 toolsKeep emailed invoice PDFs with their matching bills.
Your reviewers find the invoice PDF on the pending bill. Your payables person sees any match that needs a decision.
10 toolsAdd an order balance check to draft bills prepared for review.
See what remains on a purchase order before reviewing a partial supplier bill, with line differences or a clear note when the match needs your help.
5 toolsAttach a corrected supplier invoice to the right client's bill.
Your pending bill carries the corrected invoice with its earlier version linked when the match is clear.
4 tools