AI Employee · Finance
Finance Agent
Assists with finance workflows, invoice processing, reconciliation, and finance-related questions.
It extracts structured data from invoices and receipts, matches documents against purchase orders, pushes anything ambiguous into an exception queue for a human, and answers spend questions with the underlying transactions attached.
What it can do
- Invoice and receipt extraction from PDFs
- Document matching with exception queues
- Spend and budget question answering with sources
- Month-end close checklist automation
- Vendor communication drafting for human review
- Approval routing with full audit logs
Works with
GmailOutlookGoogle DriveDropboxZapier