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Agents · Finance
Finance · Core Agents

AI agents for your finance team

Invoicing, chasing, reconciling and reporting — drafted and filed by agents, approved by you. The month-end scramble becomes a queue you clear in ten minutes.

Start with an AI audit See it work
How the work moves
Invoice Agent Reminder Agent You approve
Active— 42 invoices raised this month
Needs review— 3 over your auto-send limit

The agents in this department

Invoice Agent

Raises invoices from your job sheets or timesheets, applies the right rate card, and queues anything over your limit for approval.

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Reminder Agent

Chases unpaid invoices on your schedule — 7, 14, 30 days — in your tone, and escalates to you before anything gets awkward.

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Reconciliation Agent

Matches payments against invoices, flags partials and mismatches, and leaves a note on anything it can't resolve itself.

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Reporting Agent

Writes the weekly cash position and month-end pack from your books, in the format your accountant already expects.

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What stays human

We're specific about this, because "fully autonomous finance" is how people lose money. These stay with you by default, and you can widen or narrow the list.

Anything over your value limit
You set the number. Above it, the agent drafts and waits.
First invoice to a new customer
Details are wrong more often than not on the first one.
Credit notes and refunds
Money going out is always a human decision.
Final demands and legal escalation
The agent prepares the file; you decide whether to send it.

Finance agents by industry

The paperwork differs more than you'd think. These pages cover the specifics.

All industries →
Finance for construction Finance for accountancy Finance for legal Finance for F&B Finance for logistics

Start with your finance admin

The audit maps where your invoicing and chasing hours actually go, and comes off your first month.

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