Use cases · Finance
A finance team that closes sooner.
Matching, collections, expenses, month-end close: agents that prepare the work of your finance teams, with every figure tied to its document.
What we build
Agents for every step of the work.
Invoice matching
Invoices, purchase orders and receipts are matched line by line; only the discrepancies reach the team.
Customer collections
Reminders graded by each customer’s history, ready to go out from your tools.
Expense reports
Every expense is checked against your policy, with the rule at stake when it fails.
Close preparation
Recurring entries, accruals and missing supporting documents prepared and listed before the close.
Explained variances
Gaps between budget and actuals are explained from the documents, ready for the committee.
An example
From request to decision.
The agent does the searching and preparing, in your systems. It shows what it read, and stops where your rules call for a person.
What we measure
Indicators tracked with you.
We measure them before the project, then every month. No figure promised before we know your starting point.
- Days to close
- Share of invoices matched without intervention
- Days sales outstanding
- Discrepancies caught before payment
Guardrails
What does not change.
- No payment goes out without the approval you have defined.
- Every figure links back to the document it comes from.
- Entries are proposed, never posted to the books on their own.
Your systems
Connected to what you already use.
For example, and any other tool with an API or files.
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage
- Cegid
- Pennylane
- Excel
- Bank statements
See also
Neighbouring functions.
Operations
Orders keyed into the ERP, supplier delays, stock, quality and schedules.
Legal and compliance
Contract review against your playbook, deadlines, compliance questionnaires.
What about yours?
A call with a partner to look at your process and see where to start.