Reads incoming invoices, matches them to POs, flags discrepancies, drafts the cash-flow report and chases late payments — in your tone. Your accountants finally get to do strategy.
Month-end goes from 11 days to 4. Reconciliations + reports + variance analysis automated.
Reads PDFs, photos, emails. Extracts every line item. 100% accuracy on amounts.
Drafts vendor follow-up emails in your tone. Routes to AP lead for review.
Pays approved invoices via Bill.com / Stripe. You set the auto-approve limit.
Finds the missing $14. Categorizes unmapped transactions. Trial balance trues weekly.
In your tone, on schedule. Escalates to AR lead when 30 days past due.
Generates audit trail, transaction logs, exception reports. Saves 80 hrs at year-end.
“Dear Vendor, We have received your invoice #44210. Please be advised that our records indicate a discrepancy of $1,240 between the invoiced amount and the corresponding purchase order. Kindly issue a credit note at your earliest convenience.”
“Hey Tom — quick one on invoice #44210. Looks like it’s $1,240 over PO #88291. Could you send a credit note for the difference? Happy to process the rest this week once that’s in. Thanks!”
It can’t. Auto-approve is bounded by your threshold (e.g. under $1K). Every payment above goes through human approval. Audit trail logs every decision for compliance.
Yes. We’re SOC 2 compliant. Every transaction has full provenance: source doc, extraction, matching, approval, posting. Audit packs ship one-click.
Up to 500 invoices/month, AP only, QuickBooks or Xero.
Up to 2,000 invoices/mo, AP+AR, bank reconciliation, reporting.
Unlimited volume, multi-entity, NetSuite, SOC 2, audit pack.
“Our month-end close used to take 11 working days. Now it’s 4. The Finance Agent reads every invoice, matches every PO, and flags only what really needs me. I got my weekends back. This should be illegal.”
20-min demo. Send us a sample invoice batch — we’ll show you a live match + flag in real time.