Finance Automation
Collections follow-up, invoice processing and routine finance reports handled by AI agents, with your accounts team approving before anything is sent or posted.
What Finance Automation Covers.
Accounts teams lose hours to work that follows the same pattern every week: checking who has not paid, writing reminders, keying in supplier invoices and compiling reports. AI agents take on that routine. They work from your ledger, prepare the follow-ups and entries, and leave disputes, credit decisions and approvals with your people.
Core Capabilities
Collections Follow-Up
Overdue invoices identified from your ledger and reminders prepared per customer, by email or WhatsApp, for approval in batches.
Invoice Processing
Supplier invoices read, checked against the purchase order and prepared for entry, with mismatches flagged.
Reconciliation Support
Payments and statements matched to open invoices, leaving only the exceptions for your team.
Routine Reports
Receivables, payables and cash position compiled on a schedule for owners and managers.
How We Approach It
Map the Routine
What your accounts team repeats daily and weekly, and how long it takes.
Connect the Ledger
Agree with your accountant and IT how the agent reads outstanding and invoice data.
Run Alongside Your Team
Reminders and entries are reviewed before they are sent or posted.
Measure
Track follow-ups sent, payment promises and time saved against the starting point.
Where It Fits
Dealer Outstanding Follow-Up
Reminders to dealers based on their outstanding and credit terms.
Supplier Invoice Matching
Invoices compared with purchase orders and goods received.
Payment Promise Tracking
Customer replies read, promised dates recorded and followed up.
Weekly Receivables Summary
A regular summary of who owes what and what changed.
Why It Matters.
Follow-Ups That Happen
Every overdue invoice is chased on schedule, not when someone remembers.
Less Manual Entry
Invoices are read and prepared for your team to confirm.
Clearer Cash Position
Owners see receivables and payables regularly without asking for a report.
Questions, Answered
Will it send reminders without our approval?
Not unless you choose that. We start with your team approving each batch, and customers with open disputes are held back.
Does it work with our accounting software?
It depends on how your software can be accessed: an API, exports or database access. We confirm the approach for your accounting system or ERP during the assessment.
Does the agent make accounting decisions?
No. It prepares reminders, entries and reports. Credit limits, disputes, write-offs and final postings stay with your accounts team.
Talk to Us About Finance Automation
Tell us what you're working on. We'll scope it with you, be honest about what it involves, and suggest the right way to deliver it.