Segregation of Duties
- Maker/checker separation
- Role-based workflows
- Approval hierarchies
- Dual authorization
Automate invoice processing, AP/AR, reconciliation, spend analysis, and budget forecasting. SOX-compliant, auditable, and production-ready in weeks. 75% faster invoice processing. 90% auto-reconciliation. Enterprise-grade for finance teams, controllers, and procurement leaders.
Agents extract invoice data, validate against purchase orders, route approvals, and post to GL automatically. Reduce invoice processing time by 75% and eliminate manual data entry errors.
AI agents for finance are autonomous systems that execute multi-step finance operations like invoice processing, reconciliation, spend analysis, and budget forecasting. They connect to accounting systems, ERP platforms, and banking channels to understand your financial processes and policies. Finance agents operate under compliance frameworks, maintain complete audit trails, and integrate with approval workflows and financial controls.
OCR + NLP extraction
Three-way validation
Threshold-based rules
Auto-categorization
Disbursement execution
5 stages avg 4.2 hrs end-to-end
Agents automatically match bank statements, AP records, and GL entries. Identify timing differences and true exceptions in seconds. Your team focuses on analysis instead of manual matching.
98.7% auto-matched 4 exceptions flagged last run 2 min ago
From invoice processing to treasury operations: see how AI agents solve real problems for finance teams.
Extract line items, PO numbers, and payment terms from invoices in 90+ formats. Auto-match against purchase orders, flag discrepancies, and route for approval — 85% straight-through processing.
Assemble, validate, and submit regulatory filings across jurisdictions. Agents pull data from source systems, apply formatting rules, and flag missing fields before deadline.
Parse lease agreements, extract rent escalations, option dates, and maintenance clauses. Build a searchable repository across your entire portfolio with auto-renewal alerts.
Automate processing of bills of lading, customs declarations, packing lists, and certificates of origin. Reduce clearance delays and eliminate manual data entry across borders.
Intake claims across voice, chat, and document upload. Extract loss details, verify policy coverage, assess damage estimates, and route to adjusters — with fraud signal detection.
Ask questions in plain English and get instant answers from your revenue data. Agents query across CRM, billing, and ERP to surface trends, anomalies, and forecasts — no SQL required.
No shortcuts. No bypasses. Full audit trail at every step. Agents operate under financial controls that auditors trust.
SAP, NetSuite, Chase, Plaid
Unified financial data model
SOX, RBAC, audit logging
Process, validate, execute
GL postings, payments, reports
Assistents integrates with ERPs, accounting systems, banking platforms, and more. Agents build a unified view of financial data using our Context Engine.
85+ pre-built connectors for financial systems. Open APIs for custom integrations. Explore all integrations →
Start with invoice processing, reconciliation, or expense audit. We'll connect to your systems, enforce your controls, and deliver measurable outcomes in weeks.
Watch agents automate invoice capture, three-way matching, reconciliation, and expense audit with full compliance tracking.
Schedule demoExplore how assistents ensures financial controls through role-based access, audit logging, and compliance integration.
See governanceLearn how AI agents transform banking, insurance, and fintech operations with automated compliance and risk management.
Read the guide