See your cash. Move your cash.
Agentic Finance Operations
Invoice extraction, AP/AR follow-up, reconciliation support, board packs.
CEO pitch
"Finance should know what is owed, what is late, what needs approval."
Capability
What it does
Invoice extraction
Payment reminders
PO support
Expense classification
AR follow-up
AP routing
Cash-flow reporting
The team
Agents involved
Extraction agent
Defined by job card, scoped tools, allowed actions, approvals, and KPIs.
AR agent
Defined by job card, scoped tools, allowed actions, approvals, and KPIs.
AP agent
Defined by job card, scoped tools, allowed actions, approvals, and KPIs.
Reporting agent
Defined by job card, scoped tools, allowed actions, approvals, and KPIs.
Integrates with
XeroQuickBooksNetSuiteSageStripe
KPIs we move
- · DSO
- · Late invoices
- · Approval cycle time
- · Cash visibility
Deploy Agentic Finance Operations
Invoice extraction, AP/AR follow-up, reconciliation support, board packs.