Accelerate your financial close, automate accounts payable, enforce expense policies, and maintain real-time visibility into financial performance without manual data compilation.
Reconciliation requires pulling data from multiple systems, manual spreadsheet work, and back-and-forth with departments. Closing the books extends well into the next month.
Vendors send invoices in different formats. Each requires manual data entry, approval routing, payment scheduling, and reconciliation against purchase orders.
Manual review of employee expenses misses policy violations. Receipts go missing, approvals get delayed, and reimbursements lag behind submissions.
Executive dashboards and investor reports need data from accounting, CRM, operations, and HR systems. Someone manually compiles everything each period.
AI agents integrate with your accounting software, banking platforms, ERP systems, and expense tools to automate data flow and processing while maintaining compliance.
Match transactions across bank accounts, credit cards, and accounting systems automatically. Flag discrepancies for review, suggest entries, and maintain complete audit trails.
Extract data from invoices via OCR, match against POs and contracts, route for approval based on amount and department, schedule payments, and update accounting records.
Validate receipts, check policy compliance, flag duplicate submissions, route approvals based on thresholds, process reimbursements, and categorize expenses automatically.
Run standard journal entries, perform account reconciliations, generate variance reports, consolidate multi-entity financials, and create close checklists with status tracking.
Aggregate AR, AP, and operational data to project cash positions. Alert finance teams when balances drop below thresholds or when major payments impact liquidity.
Maintain documentation trails, generate compliance reports, track internal controls, prepare audit schedules, and ensure all transactions have proper support documentation.
Automation preserves segregation of duties, maintains audit trails, and enforces approval workflows required for financial controls.
Financial data remains in your accounting system and secure infrastructure. Automation accesses data through encrypted connections only.
Systems scale with transaction volume. Going from 1,000 to 10,000 invoices monthly doesn't require proportional staff increases.
When accounting policies, approval thresholds, or compliance requirements change, workflows update accordingly during weekly maintenance.
Discuss your month-end close timeline, AP volume, and reporting requirements. Discover where automation delivers immediate time savings.