Invoice capture and coding
Reads supplier invoices from email or upload and suggests the right account and cost centre.
- Extracts vendor, totals, dates and line items
- Codes lines from your past decisions
- Sends low-confidence items for review
AI finance agent development
Finance agents that never miss a due date.
Agents that capture invoices, match them to purchase orders, chase overdue balances and flag exceptions, inside the accounting system you already run.
Follow an invoiceAI finance agents
Accounts payable and receivable automation that shows its work.
Finance agents read the invoices, statements and emails that reach your team, check them against your records, and take the next step in your accounting or ERP system.
Most finance teams still open every invoice, retype the details, chase approvals by email and write the same overdue reminder again and again. Our AI finance agents do that routine work: invoice processing and coding, purchase order matching, payment reminders, and the first pass of reconciliation. You set the limits for what an agent can post alone and what needs approval, and every action is written to an audit trail.
Each agent is connected to the system your team already trusts, such as QuickBooks, NetSuite or SAP Business One, so records stay accurate and nothing ends up in a side spreadsheet.
One invoice, start to finish
Watch an invoice travel through the agent, and see where a person steps in.
Select a stage, press play, or flip the switch to see what changes when an invoice is above your approval limit.
Overdue balances
Choose how the customer replies. See what the agent does next.
The agent sends reminders on your schedule, reads the reply, updates the invoice and passes disputes to your finance lead with the paperwork attached.
What finance agents take on
The month-end chores that eat your team's week.
Hover or tap a strip to open it. Each workflow has its own rules for what the agent does and when it asks.
Purchase order matching
Compares each invoice with the purchase order and what was received before anything is posted.
- Flags price and quantity differences
- Catches possible duplicates
- Routes mismatches to the buyer
Payment reminders and collections
Follows up on open balances in a tone you approve and records every reply.
- Reminders on your schedule
- Updates status when a customer pays
- Escalates disputes with the invoice and PO
Bank and ledger reconciliation
Does the first pass of matching bank lines to ledger entries so your team reviews only the gaps.
- Matches by amount, date and reference
- Lists unmatched items with a likely cause
- Leaves a note for each decision
Expense and spend review
Checks claims and card spend against your policy before they reach an approver.
- Reads receipts and fills in claim fields
- Flags items outside policy
- Asks the employee for missing details
You stay in control
Every action leaves a record your auditors can read.
Each step an agent takes is logged with what it saw, what it decided and what it changed. Filter the log to see the agent's work, your team's decisions, or the items it held back. See Agent Governance.
Built for your finance team
Close faster. Keep every approval with your team.
Start with one workflow, review the results with your team, then extend to the next.
Questions
Answers before you ask.
What is an AI finance agent, and how is it different from accounting automation or OCR?
An AI finance agent reads invoices, statements and emails, extracts the right fields, checks them against your purchase orders and records, and takes the next step within rules you set. OCR only turns an image into text, and basic automation follows fixed paths. An agent copes with new layouts and unusual cases, and sends an item to a person when it is not sure.
Which finance workflows should we start with?
Start with a repetitive, high-volume task that has clear rules, such as invoice capture and matching, overdue balance follow-up, or bank and ledger reconciliation. An AI Workflow Audit helps rank your candidates by value and feasibility.
Which accounting and ERP systems can finance agents connect to?
We work with QuickBooks, NetSuite, SAP Business One, Zoho, Salesforce, Shopify and WooCommerce, among others. Agents read from and write to the system you already run, so there is no new platform to log in to. If you use something else, tell us and we will scope the connection.
How do approvals and limits work?
You set the amounts, vendors and conditions that decide what the agent can post on its own and what needs a person's approval. Anything above a limit, outside a purchase order or flagged as unusual is routed to the right approver with the agent's work attached.
How accurate is invoice data extraction, and what happens to exceptions?
Accuracy depends on document quality and layout, which is why we measure it on your own invoices before launch. Each extraction carries a confidence score. Items below your threshold, mismatches and possible duplicates go to a review queue instead of being posted.
Can the agent send payment reminders to customers on its own?
Yes, on a schedule and in a tone you approve. The agent can send reminders, record replies such as promises to pay, and update the invoice status. Disputes and sensitive accounts can always go to your finance lead.
How do you keep financial data secure and auditable?
Each agent has access only to the mailboxes, folders and systems in scope, and every action is logged with what the agent saw, decided and changed. Data handling follows your policies, and your security and finance teams should review the setup for your requirements.
How much do finance agents cost, and how long do they take to launch?
Cost depends on document volume, the number of workflows, the systems connected and the level of ongoing support. A focused agent for one workflow can often be piloted in a matter of weeks. After a short discovery call we give you a scoped proposal with a realistic range.