Finance & Admin Automation
Invoice Processing & Reconciliation
An AI sales agent evaluates inbound leads in real time, applies qualification logic, and routes high-intent contacts without manual review.
The Problem
Finance teams waste time on:
Manual invoice review
Data entry errors
Delayed approvals and payments
Processes that should be routine become bottlenecks.
The Solution
An AI finance agent that processes and reconciles invoices automatically.
The agent:
Extracts and validates invoice data
Matches invoices to records and rules
Flags anomalies and exceptions
No spreadsheets. No back-and-forth.
How It Works
Invoice Intake
Invoices arrive via email, upload, or API.Data Extraction & Validation
Key fields are extracted and checked against rules.Matching & Approval
Valid invoices → approved and recorded
Exceptions → flagged for reviewAudit & Optimization
Logs and patterns improve accuracy over time.
Key Capabilities
Document understanding
Rule-based validation
Approval workflows
Accounting system integrations
Full audit trails
Example Outcome
Before: Finance manually reviews and processes every invoice.
After: Most invoices are processed automatically.
Result: Faster payments, fewer errors, lower operational overhead.
Best For
Finance teams
Agencies & service businesses
High-volume invoice environments
Operations-heavy companies
Deliver instant support—without scaling your team.
Let an AI agent handle routine support while your team focuses on complex cases.