AI Finance Agents

Invoice processor, payment reminder, reconciliation assistant. Each agent is built by our team and set up on your tools, starting from $49.

2 agents

About AI Finance Agents

AI finance agents speed up accounts payable and receivable. They capture supplier invoices, match them to purchase orders and post them to your accounting software, and they chase overdue customer invoices with polite reminders.

They work with QuickBooks, Xero, Zoho Books, Tally, NetSuite and more, and keep your team in control of approvals and payments.

AI Finance Agents: common questions

Does the agent make payments?

No. It prepares bills and reminders; approvals and payments stay with your team.

Does it handle VAT and GST?

Yes. It reads tax lines on invoices and maps them to your tax codes.

Is our financial data secure?

The agents work on your accounts with the minimum access needed, using providers that don't train on your data. We can sign a data processing agreement.

Can't find the agent you need?

We build custom AI agents around your processes and tools. Tell us what you want to automate.