AI agents for Finance.
Reconcile invoices, review expenses, and report on cash flow — agents that keep your books clean and your team informed.
Precision without the manual work
Finance agents handle the tedious, error-prone tasks so your team can focus on analysis and decision-making.
Matches every payment to the right invoice daily
Reconciles bank transactions against open invoices in QuickBooks or Xero — flags discrepancies and drafts follow-up emails to vendors.
Reviews every expense report line-by-line
Checks each item against your policy, flags violations, and sends the submitter specific questions — before it reaches approval.
Posts your cash position to Slack every Friday
Pulls from bank feeds and your ledger, calculates runway, and highlights any upcoming shortfalls or large outflows.
Closes your books faster at month-end
Runs reconciliation checklists, flags missing entries, and drafts journal entries — compressing close from days to hours.
Flags compliance issues before auditors do
Continuously checks transactions against policy rules and regulatory requirements — alerts you on anomalies in real time.
Tracks budget vs actual and explains variances
Monitors spend against budget in real time, identifies why you're over or under, and suggests reforecasts when actuals drift.
Agents you can hire today
Accounts Payable Clerk
Processes incoming invoices, matches them to POs, routes for approval, books entries, and chases overdue payments.
Expense Auditor
Reviews every expense report line-by-line against your policy, flags violations, and sends back specific questions.
Financial Analyst
Generates weekly cash position reports, tracks budget vs actual, explains variances, and forecasts upcoming shortfalls.
Automate the back office
Connect QuickBooks, Xero, or your bank and let agents handle reconciliation, reporting, and compliance.