Finance
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Department
AI for finance teams
Capture invoices, reconcile, chase payments and forecast cash.
- entries
- 8 use cases
- builds
- Automation, Agent, Custom app
library / finance
What AI can take on for this team
Finance
Bank and payment reconciliation
Bank lines, Stripe payouts and card settlements are matched to invoices and bills, with suggested matches and a short list of what still needs a human eye.
AgentFinance
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
AgentFinance
Expense checks against policy
Every expense claim is checked against your written policy, with receipts read and clear notes on what breaks the rules, before a manager approves it.
AutomationFinance
Month-end close support
A close workspace that tracks every task, flags odd balances and drafts accruals and variance notes, so the month closes on time with fewer surprises.
Custom appFinance
Weekly cash-flow forecast
A rolling forecast of the next few months of cash, rebuilt each week from your ledger, bank and pipeline, with a short note on what changed and why.
Custom appFinance
Purchase order and invoice matching
Supplier invoices are matched to purchase orders and goods received, line by line, so only mismatches need a person before payment.
AutomationFinance
Supplier onboarding and bank detail checks
New suppliers send forms, tax IDs, insurance and bank details once; everything is checked against public registers and your rules before set-up.
Agent
Not sure where AI fits in finance? Ask us.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.