Finance, automated end to end.
Agents chase payments, match invoices, resolve disputes and recover documents, with compliance on every contact and every figure traceable to its source.
Automated end to end
What agents take on in finance.
Each area runs end to end: from the moment the work arrives to the moment it is resolved and recorded, across every system it touches. Your people step in only where you decide.
- 01
Collections
Verify the customer, present the balance, including fees and import duties, agree a payment and record it.
- 02
Invoice matching
Match invoices to orders and confirmed rates, and hold what does not fit.
- 03
Disputes
Gather the facts and documents, classify the dispute and resolve or route it.
- 04
Reconciliation
Match statements to the ledger and close open items with customers and vendors.
- 05
Document recovery
Chase missing proofs of delivery, invoices and records until they arrive.
- 06
Payment plans
Offer eligible plans, record agreements and follow up on missed instalments.
Examples
How a case runs, step by step.
Each agent follows a workflow from request to result, across your systems, and knows when to bring in a person.
- Accounts payable
An invoice does not match the order
- Invoice in
- ERP: match order
- Supplier emailed
- Payment on hold
Payments over the limit need sign-off.
- Accounts receivable
A customer pays late
- Invoice overdue
- Payment checked
- Reminder sent
- Payment plan offered
Disputes go to your credit team.
- Close
Bank statements need reconciling
- Statements in
- Matched to ledger
- Differences explained
- Ready for review
Unmatched items above your limit go to a person.
Systems
Works with the systems you already run.
Agents connect through secure, permission-based connectors, or through the screen where there is no API. Your systems stay the source of truth.
- ERPLedger, orders and invoices
- BillingCustomer invoices
- Bank feedsStatements and payments
- DocumentsInvoices and receipts
- Data warehouseReports and history
Any other tool with an API connects the same way, including your own in-house systems, and legacy systems without one through computer use.
Control
In control at every step.
Payments and write-offs follow your approval limits, and every figure links back to its source.
Your agent
Your data stays yours
Encrypted in transit and at rest. You decide where it is stored and how long it is kept.
Access by role
Agents only see and do what their role allows, through your existing sign-in.
Run where you need
In our cloud, in yours, or in a private environment.
Every action on the record
Each step is logged with what the agent saw, what it did and why.
People approve what matters
Choose which actions need a person, by amount, risk or customer.
Rules in plain language
Write your policies once. Every agent follows them.
Other functions
Get started
Start with any workflow in finance.
Tell us about the work that slows your teams down. We will show you an agent doing it, in your systems.
Get in touch