Segregation of Duties
- Maker/checker separation
- Role-based workflows
- Approval hierarchies
- Dual authorization
SHEET 01Finance & ProcurementCONTROLLER
AI agents that close books faster and ensure financial control
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.
Invoices Processed12,847
Auto-Match Rate98.7%
SOX StatusCompliant
- 14:23INV-2847 · $12,450Matched
- 14:22INV-2846 · $8,420Posted
- 14:21INV-2845 · $52,100Review
75%Faster invoice processing
90%Auto-reconciliation rate
SOXCompliant audit trails
<3 wksTo production
SHEET 02Invoice Processing AutomationAP-FLOW
From receipt to payment in hours, not days
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.
01Invoice Capture
OCR + NLP extraction
02PO Matching
Three-way validation
03Approval Routing
Threshold-based rules
04GL Posting
Auto-categorization
05Payment
Disbursement execution
5 stages avg 4.2 hrs end-to-end
SHEET 03Financial ReconciliationMATCH
Close books 50% faster with zero discrepancies
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.
SourceAmountReferenceStatus
Bank of America$12,450INV-2847Matched
SAP ERP$8,420PO-1893Verified
Chase Treasury$52,100TXN-4401Exception
NetSuite$3,890INV-2844Matched
98.7% auto-matched 4 exceptions flagged last run 2 min ago
SHEET 04Use CasesFINANCE
What you can automate across finance and procurement
From invoice processing to treasury operations: see how AI agents solve real problems for finance teams.
UC-01
Automated Invoice Processing
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.
UC-02
Regulatory Filing Automation
Assemble, validate, and submit regulatory filings across jurisdictions. Agents pull data from source systems, apply formatting rules, and flag missing fields before deadline.
UC-03
Lease & Property Document Management
Parse lease agreements, extract rent escalations, option dates, and maintenance clauses. Build a searchable repository across your entire portfolio with auto-renewal alerts.
UC-04
Freight & Shipping Document Processing
Automate processing of bills of lading, customs declarations, packing lists, and certificates of origin. Reduce clearance delays and eliminate manual data entry across borders.
UC-05
Insurance Claims Processing
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.
UC-06
Real-Time Revenue Analytics
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.
SHEET 05Financial ArchitectureGOVERNED
Every transaction passes through governed execution
No shortcuts. No bypasses. Full audit trail at every step. Agents operate under financial controls that auditors trust.
01ERP / Banking
SAP, NetSuite, Chase, Plaid
02Context Engine
Unified financial data model
03Governance Layer
SOX, RBAC, audit logging
04Action Engine
Process, validate, execute
05Finance Outputs
GL postings, payments, reports
Audit Trails
- Immutable decision logs
- Full transaction context
- Tamper-proof storage
- SIEM export ready
Access Control
- Role-based permissions
- Data scope boundaries
- IP restriction capable
- MFA enforcement
Exception Management
- Auto-flag anomalies
- Threshold monitoring
- Escalation workflows
- Resolution tracking
100%Audit coverage
47SOX controls
<200msProcessing latency
99.99%Uptime SLA
SHEET 06Finance Integration85+ SYSTEMS
Connect to your entire financial ecosystem
Assistents integrates with ERPs, accounting systems, banking platforms, and more. Agents build a unified view of financial data using our Context Engine.
CategorySystemsCountSync mode
ERP & AccountingSAP, NetSuite, Oracle, Sage18Bidirectional
Banking & TreasuryChase, BofA, Plaid, Stripe14Bidirectional
ProcurementCoupa, Ariba, Jaggaer12Bidirectional
Expense & TravelConcur, Expensify, Navan11Read + Sync
Tax & ComplianceAvalara, Vertex, Thomson Reuters8Read-only
Reporting & BITableau, Power BI, Looker22Read-only
85+ pre-built connectors for financial systems. Open APIs for custom integrations. Explore all integrations →
SHEET 07Sign-offREADY
In production in 3 weeks
Start with invoice processing, reconciliation, or expense audit. We'll connect to your systems, enforce your controls, and deliver measurable outcomes in weeks.
- Audience
- Controllers · Finance · Procurement
- Controls
- SOX-compliant · 85+ integrations
- Lead time
- Connect to production · 3 weeks
- Sheet
- 7 of 7 · Finance
See the Finance Demo
Watch agents automate invoice capture, three-way matching, reconciliation, and expense audit with full compliance tracking.
Schedule demoLearn about finance governance
Explore how assistents ensures financial controls through role-based access, audit logging, and compliance integration.
See governanceAI Agents for Financial Services
Learn how AI agents transform banking, insurance, and fintech operations with automated compliance and risk management.
Read the guide