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Contact usFinance AI Agents
Our Finance AI Agents act as autonomous assistants that track, communicate, and summarize financial activity, saving your team hours while improving accuracy and cash flow These agents work 24/7 to handle operational finance tasks, reduce manual data entry, and generate insights — powered by AI, customized to your business.
Trusted by AI First Teams
What Finance AI Agents Can Do
- Send smart invoice follow-ups to clients based on payment status
- Generate and email monthly reports with key metrics (P&L, cash flow, burn rate)
- Classify and tag transactions using AI (from bank statements or Excel files)
- Summarize expense trends or anomalies and alert the finance team
- Sync data between Google Sheets, Notion, CRMs, and accounting software
Problems This Solves
- Clients delay payments due to lack of follow-up
- Finance teams waste time formatting reports
- Manual transaction tagging leads to errors
- No real-time view of financial health
- Overload of low-value, repetitive finance tasks
Features of Our Finance AI Agent
Invoice Follow-Up Agent
Sends polite reminders automatically after due dates
Financial Report Generator
Creates weekly, monthly, or custom reports from raw data
Transaction Classifier
Uses AI to tag and categorize expenses from bank feeds
Anomaly Detection Bot
Flags sudden spend spikes or missing payments
Slack/Gmail Notification Bot
Delivers summaries to finance or founders in real-time
How It Works
1. Connect your spreadsheets, accounting tools, or payment platform
2. Define rules or allow AI to detect payment terms, report formats, and classifications
3. Agent begins tracking, generating, notifying, and improving through usage
4. Your team only steps in when there’s an exception or decision point
Tools & Technologies We Use
LLMs
OpenAI
Claude
Workflow Tools
n8n
Zapier
Make
Data Handling
Google Sheets
Airtable
Excel
Finance Stack Integrations
QuickBooks
Zoho Books
Stripe
Razorpay
Xero
Delivery Channels
Gmail
Slack
Notion
1530+
Projects
7+
Products
590+
Clients
20+
Countries
Why ChooseGet in Touch
iTechNotion?
- Pioneers in Agentic AI and LLM-based automation
- End-to-end development of intelligent digital workers
- 14+ years of software excellence, now powering AI-native solutions
- Hybrid team approach: Human Intelligence + AI for maximum productivity
- Experts in OpenAI, LangChain, Pinecone, n8n, and custom AI workflows
- Transparent communication and milestone-driven execution
- Tailored AI strategies based on your unique business workflows
- Continuous agent optimization with real-world feedback loops
- Agile delivery with scalable, cost-efficient engagement models
- Built-in security, compliance, and ethical AI best practices
Results You Can Expect
- Reduce payment delays by 20–30%
- Save 40–60 hours/month on reporting and follow-ups
- Increase visibility into financial operations
- Improve accuracy in transaction classification
- Enable real-time updates to key stakeholders
Our Recent Case Studies
Clients Speak-Out Their StoriesOur Pride
Serving Our Web Development Solution Across Diverse Industries
Media
Fintech
Bank
Startup
Sport
Agedcare
Healthcare
E-commerce
Travel
Education
Fitness
Real estate
Pharmaceutical
Retail
Logistic
Industry 4.0
Ready to Kick-Off a New Project?
We are committed to providing our clients with the top solutions through global business ventures.
Trusted Clients
" They accepted a huge challenge and exceeded it. We're all better because they did. "
- Bill Crose Founder & CEO, Adyton
" The team’s in-depth knowledge extends to all things web and beyond. "
- Thomas Hayes Founder, Group Piex
" The Leave and Attendance Management project has been a great value for our money. "
- GoPaL Prajapati Chief Project Manager, DB Corp Ltd (Dainik Bhaskar)
" Very Pleased with app development! highly recommended services! "
- Joey Wargachuk App Development
" Highly recommend for web development, apps, e-commerce, database management, etc. very reliable A+++ "
- Tony eCommerce site
" Avkash and his team at iTechNotion have done a great job developing our app and we are pleased enough to continue working with them to develop of our remaining applications. "
- Selwyn IOS app development
" Very good work again. I recommended this great professional and excellent provider. The communication is very good. Is my partner from Portugal and a member that i want in my team of www.toranjadesign.com my company. "
- Amvidigal Android TV Launcher App
" Hired team for few tasks in last 2-3 years. Prompt reply, top notch service and affordable quotes. They even went extra mile to deliver tasks which were not their responsibility. "