See the Finance Demo
Watch agents automate invoice capture, three-way matching, reconciliation, and expense audit with full compliance tracking.
Schedule demo.// Finance & Procurement
AI agents that close books faster and ensure financial control.
Automate invoice processing, AP/AR, reconciliation, spend analysis, and budget forecasting. SOX-compliant, auditable, and production-ready in weeks. 75% faster invoice processing. 90% auto-reconciliation. Enterprise-grade for finance teams, controllers, and procurement leaders.
SOX CompliantAP/AR AutomationReconciliationBudget ForecastingERP Integration
Finance Operations Console · Live
Invoices Processed
12,847
Auto-Match Rate
98.7%
SOX Status
Compliant
Recent Transactions
Time
Description
Status
14:23
INV-2847 · $12,450
Matched
14:22
INV-2846 · $8,420
Posted
14:21
INV-2845 · $52,100
Review
75%
Faster invoice processing
90%
Auto-reconciliation rate
SOX
Compliant audit trails
<3 wks
To production
.// Invoice Processing Automation
From receipt to payment in hours, not days.
Agents extract invoice data, validate against purchase orders, route approvals, and post to GL automatically. Reduce invoice processing time by 75% and eliminate manual data entry errors.
AI agents for finance are autonomous systems that execute multi-step finance operations like invoice processing, reconciliation, spend analysis, and budget forecasting. They connect to accounting systems, ERP platforms, and banking channels to understand your financial processes and policies. Finance agents operate under compliance frameworks, maintain complete audit trails, and integrate with approval workflows and financial controls.
AP Workflow Pipeline · Active
Invoice Capture
OCR + NLP extraction
Active
PO Matching
Three-way validation
Active
Approval Routing
Threshold-based rules
Active
GL Posting
Auto-categorization
Active
Payment
Disbursement execution
Active
.// Financial Reconciliation
Close books 50% faster with zero discrepancies.
Agents automatically match bank statements, AP records, and GL entries. Identify timing differences and true exceptions in seconds. Your team focuses on analysis instead of manual matching.
Source
Amount
Reference
Status
Bank of America
$12,450
INV-2847
Matched
SAP ERP
$8,420
PO-1893
Verified
Chase Treasury
$52,100
TXN-4401
Exception
NetSuite
$3,890
INV-2844
Matched
.// Use Cases
What you can automate across finance and procurement.
From invoice processing to treasury operations — see how AI agents solve real problems for finance teams.
Automated Invoice Processing
Extract line items, PO numbers, and payment terms from invoices in 90+ formats. Auto-match against purchase orders, flag discrepancies, and route for approval — 85% straight-through processing.
Document AIAgentic BI
Regulatory Filing Automation
Assemble, validate, and submit regulatory filings across jurisdictions. Agents pull data from source systems, apply formatting rules, and flag missing fields before deadline.
Document AIAgentic BI
Lease & Property Document Management
Parse lease agreements, extract rent escalations, option dates, and maintenance clauses. Build a searchable repository across your entire portfolio with auto-renewal alerts.
Document AI
Freight & Shipping Document Processing
Automate processing of bills of lading, customs declarations, packing lists, and certificates of origin. Reduce clearance delays and eliminate manual data entry across borders.
Document AIConversational Agents
Insurance Claims Processing
Intake claims across voice, chat, and document upload. Extract loss details, verify policy coverage, assess damage estimates, and route to adjusters — with fraud signal detection.
Document AIVoice AIConversational Agents
Real-Time Revenue Analytics
Ask questions in plain English and get instant answers from your revenue data. Agents query across CRM, billing, and ERP to surface trends, anomalies, and forecasts — no SQL required.
Agentic BI
.// Financial Architecture
Every transaction passes through governed execution.
No shortcuts. No bypasses. Full audit trail at every step. Agents operate under financial controls that auditors trust.
Finance Data Pipeline · Active
ERP / Banking
SAP, NetSuite, Chase, Plaid
Context Engine
Unified financial data model
Governance Layer
SOX, RBAC, audit logging
Action Engine
Process, validate, execute
Finance Outputs
GL postings, payments, reports
Segregation of Duties
- Maker/checker separation
- Role-based workflows
- Approval hierarchies
- Dual authorization
Audit Trails
- Immutable decision logs
- Full transaction context
- Tamper-proof storage
- SIEM export ready
Access Control
- Role-based permissions
- Data scope boundaries
- IP restriction capable
- MFA enforcement
Exception Management
- Auto-flag anomalies
- Threshold monitoring
- Escalation workflows
- Resolution tracking
Audit coverage
100%
SOX controls
47
Processing latency
<200ms
Uptime SLA
99.99%
.// Finance Integration
Connect to your entire financial ecosystem.
Assistents integrates with ERPs, accounting systems, banking platforms, and more. Agents build a unified view of financial data using our Context Engine.
Category
Systems
Count
Sync Mode
ERP & Accounting
SAP, NetSuite, Oracle, Sage
18
Bidirectional
Banking & Treasury
Chase, BofA, Plaid, Stripe
14
Bidirectional
Procurement
Coupa, Ariba, Jaggaer
12
Bidirectional
Expense & Travel
Concur, Expensify, Navan
11
Read + Sync
Tax & Compliance
Avalara, Vertex, Thomson Reuters
8
Read-only
Reporting & BI
Tableau, Power BI, Looker
22
Read-only
.// Get Started
In production in 3 weeks.
Start with invoice processing, reconciliation, or expense audit. We'll connect to your systems, enforce your controls, and deliver measurable outcomes in weeks.
Learn about finance governance
Explore how assistents ensures financial controls through role-based access, audit logging, and compliance integration.
See governance