Finance operations
AI agents for finance operations
Agents that read supplier invoices, draft bills in QuickBooks or Xero and chase failed payments, with your approval rules and a record of every step.
Works with
QuickBooks Online
Xero
Stripe
Chargebee
The work between the inbox and the ledger
Supplier invoices arrive as PDFs in a shared inbox, and someone types each one into the accounting system.
A card payment fails, and the follow-up depends on someone spotting it.
A customer asks to change plan, and the change has to be made in billing, checked in the CRM and confirmed on the ticket.
Each is a short job, done many times a month, across systems that don't share data. Agents take the typing and the chasing; your team keeps the decisions.
How the supplier invoice agent works
- 1
Picks up the invoice
watches the Outlook or Gmail mailbox you choose and opens each PDF attachment.
- 2
Reads it
supplier, invoice number, date, line items, total and currency.
- 3
Matches it
finds the supplier in your accounting system. In QuickBooks Online it also finds the purchase order and compares the totals.
- 4
Checks your rules
unknown suppliers, totals that don't match the purchase order and amounts over your approval limit go to a person.
- 5
Asks for approval
a summary in Teams shows the invoice, what it matched and anything it flagged.
- 6
Creates the bill
with your account codes. In QuickBooks the PDF is attached to the bill; in Xero a history note records where it came from.
When you start
Every bill waits
Once you set an amount
Every bill waits for approval when you start. Once you trust the agent, set an amount: bills below it are created straight away, bills above it still wait for a person.
Failed payments, followed up straight away
- 01
Stripe or Chargebee reports a failed payment.
02The agent finds the customer and their account owner in HubSpot or Salesforce.
- 03
It drafts a personal email in Gmail, following your dunning policy and tone guide.
04It tells the owner in Slack, with the amount and a link to the draft.
The agent never sends the email. A person reads it, edits it if needed and presses send.
The controls your finance team will ask about
Approval above an amount you set
bills over your limit always wait for a person, in Teams or Slack.
Pinned account codes
the agent uses the codes you set and can't change them.
Allowed values
limit what it may choose, such as the price IDs a plan change can use.
Only the actions you add
the invoice agent can create bills; it can't make payments, because that action isn't in its toolbox.
A record for audit
every run is kept in the Event Logs, with the invoice it read, what it matched, who approved it and what it created.
Works with the finance systems you already run
- AccountingQuickBooks OnlineXeroSupplier invoice agent
- Billing and paymentsStripeChargebeeFailed payment agent
- EmailOutlookGmailReads invoices, drafts emails
- Approvals
Microsoft TeamsSlackApproval cards
Also connects to
- Accounting and ERP
Exact Online- Billing and payments
Paddle
Recurly (Beta)
Recharge
GoCardless
Airwallex- Spend, expenses and payroll
SAP Concur
Ramp (Beta)
Deel (Beta)- Messaging
WhatsApp Business
Telegram
Twilio- Files and spreadsheets
Google Sheets
Microsoft Excel
Google Drive
OneDrive
SharePoint
Dropbox- Also
- PDF Parser
Xe Currency DataHubSpotSalesforce
Using another finance system? Connect it through any REST API, or ask us to build the connector (Enterprise plan, within 5 working days).
Finance templates
Supplier invoice processor (QuickBooks Online)
reads emailed supplier invoices, matches them to the supplier and purchase order, and drafts the bill for approval.
approval before the bill is createdUse template Supplier invoice processor (QuickBooks Online)Failed payment recovery (Stripe)
when a card payment fails, finds the account and its owner, drafts a recovery email and alerts the owner.
email stays a draftUse template Failed payment recovery (Stripe)Plan change handler
checks plan-change requests from support and updates the Stripe subscription after approval.
approval before the changeUse template Plan change handler
SOC 2
GDPR
HIPAA
ISO 27001
Send us a week of supplier invoices
We'll show you the agent reading them, matching them and preparing each bill for approval, using your accounting system and your rules.