AI agents that run your finance back office.
From invoice intake to payment reconciliation, we build and deploy AI agents that handle the manual work so your team handles the work that actually needs them.
Book a Discovery CallThree specialists. Zero manual work.
Each agent is purpose-built for a critical finance function, and they work together to close the loop from invoice to insight.
The problems we're usually called in to fix.
Your team spends hours on invoices, approvals, and reconciliation that should not need a human.
Close drags because payment and ledger data do not line up cleanly.
Reporting takes too long, so leaders make decisions on stale numbers.
By the time a problem shows up, it has already cost money.
Zero-touch invoice processing, start to finish.
Receives invoices from email and portals, pulls line items using OCR and AI, matches against POs and receipts, codes to the right GL accounts, flags exceptions, and queues approved invoices for payment. No manual entry. Ever.
- Extracts invoice data from PDFs, emails, and portals
- Three-way match against POs and receiving documents
- GL coding using learned account patterns
- Routes exceptions and approvals via Slack or email
Payments executed. Books reconciled. Automatically.
Runs payment batches across ACH, wire, and card rails, reconciles bank feeds against your ledger every 30 minutes, forecasts cash positions, and flags anomalies before they become problems.
- Executes payment runs across ACH, wire, and card
- Reconciles bank feeds against ledger every 30 minutes
- Forecasts cash positions and flags upcoming shortfalls
- Detects payment anomalies and potential fraud patterns
Your numbers, ready. Questions answered in plain English.
Pulls data from ERPs, banks, and spreadsheets every night, maintains dashboards for finance and leadership, answers ad-hoc questions in Slack, and alerts your team when something needs attention.
- Nightly ETL from all financial systems to your data warehouse
- Self-serve dashboards for finance and leadership teams
- Natural-language Q&A in Slack
- Proactive alerts when KPIs breach defined thresholds
Built for modern finance teams.
Invoice Processing
Capture, extract, match, and code invoices end-to-end - zero manual entry.
Payment Automation
Execute and reconcile payments across all rails with real-time bank feeds.
Cash Forecasting
Predict cash positions and catch shortfalls before they land on your desk.
Financial Reporting
Automated dashboards and reports. Ask questions, get answers, in plain English.
Fraud Detection
Surface payment anomalies and suspicious patterns in real time.
Audit Preparation
Complete audit trails and compliance-ready documentation. Always current.
Need something more specific?
Every finance operation is different. We build custom agents around your workflows, your ERP, and your specific gaps, not a template someone else already used.
Book a Discovery CallReady to take manual work off your finance team's plate?
Let's look at your current process together. One call is usually enough to know exactly where to start.
Book a Discovery Call