Departments/Finance
A finance team that closes the books without the chase.
AI agents read the invoices, match them to orders and receipts, prepare the reconciliations and chase what's missing. Your team reviews the exceptions and signs off.
How the agents work in finance.
01Reads
Invoices, statements, remittances and receipts, in whatever format they arrive.
02Checks
Each one against the purchase order, the contract and your approval rules.
03Acts
Posts the matched items, prepares the journals and keeps the ledger current.
04Asks
Sends anything that doesn't match to a named person, with the evidence attached.
Where the agents work.
Each one starts as a single process with a measure agreed before anything is built.
01Accounts payable
- Today
- Invoices are keyed in by hand and matched against orders one at a time.
- With agents
- Invoices are read, matched and queued for approval. Only the mismatches reach a person.
- Measured in
- Cost per invoice
02Collections
- Today
- Overdue accounts are chased when someone has time.
- With agents
- Reminders go out on schedule with the invoice attached, and disputes go to the account owner.
- Measured in
- Days sales outstanding
03Reconciliations
- Today
- Bank and ledger lines are ticked off in a spreadsheet at month end.
- With agents
- Lines are matched daily, and the unmatched ones are listed with a likely reason.
- Measured in
- Unreconciled items at close
04Month-end close
- Today
- The close runs on a checklist that lives in someone's head.
- With agents
- Each task is prepared, tracked and evidenced, so the team reviews instead of assembling.
- Measured in
- Days to close
05Expense review
- Today
- Claims are checked line by line against policy.
- With agents
- Claims are checked as they're submitted, and only the exceptions are reviewed.
- Measured in
- Claims reviewed by hand
06Management reporting
- Today
- The monthly pack is rebuilt from exports every time.
- With agents
- The pack builds itself from the ledger, with commentary drafted on what moved.
- Measured in
- Reporting hours
Works inside
- ERP
- Accounting
- Bank feeds
- AP inbox
- Expenses
- Spreadsheets
What stays with your people.
The agents prepare, check and record. The calls that carry judgement or risk stay with a named person on your team.
- 01Approving payments and anything above your limits.
- 02Judgement on accruals, provisions and estimates.
- 03Supplier and customer relationships.
Guides for this team.
- Guide
Guide
Invoices, matched
And the exceptions, routed
How do you automate invoice processing, and what happens to the exceptions?
What automated invoice processing does step by step, where your team stays involved, how to handle invoices that don't match, and what to measure.
- Guide
Guide
Did it pay?
One measure, before and after
How do you measure the ROI of an AI project?
Pick one measure, read it before anything is built and again after launch, the same way. What to count on each side, and what to do if it doesn't move.
Questions
Questions we hear first.
Will our auditors accept work an AI agent prepared?
Every item the system touches is logged with its source document, the rule applied and who approved it, so the evidence auditors ask for is already assembled. How it fits your audit approach is agreed with you before launch.
Does it post to the ledger on its own?
Only where you've decided it should. Most teams start with the system preparing entries for a person to approve, and widen what it posts once they've seen it work.
Do we need to replace our ERP or accounting system?
No. We connect to the system you run and work within its approval and posting rules.
Why not just use ChatGPT or Copilot?
They're good tools for one person doing one task. The systems we build run a whole process: they connect to your systems of record, follow your rules, hand exceptions to a named person and log every step. The two work well side by side.
Why not build this ourselves?
You can, and some teams should. What we bring is a team that does this every day, a tested way of working, and people who stay to run it. Everything is set up in your accounts, so your team can take it over when it's ready.
Make your business AI-native.
Start with a short call about where your team's hours go and what you want to change.