Solutions · By department
Agentic finance and accounting.
AI agents built for work where precision and reliability are paramount (reporting, reconciliation, payroll) executed flawlessly, end-to-end.
ENTERPRISE AGENTS IN FINANCE & ACCOUNTING
Finance runs on rules. Rules are what agents execute best.
From financial reporting to budgeting and forecasting: rule-based tasks are integral to this department, and AI agents execute them with precision. We build them in your environment, and the result is yours to run, permanently.
- automation potential in finance and accounting processes
- 71–81%
- lower cost per invoice processed
- up to 80%
- fewer invoice exceptions
- 59%
AUTOMATION HEATMAP
Where agents pay off in Finance & Accounting.
- High automation potential
- Medium automation potential
Payroll
- Timesheet Management(high automation potential)
- Wage Calculation(high automation potential)
- Benefits Administration(medium automation potential)
- Payroll Disbursement(high automation potential)
- Tax Calculation(high automation potential)
- Payroll Reporting(high automation potential)
Accounts Receivable/Payable
- Invoice Generation(high automation potential)
- Invoice Processing(high automation potential)
- Payment Processing(high automation potential)
- Accounts Updates(high automation potential)
- Debt Collection(medium automation potential)
- Vendor Payment Management(medium automation potential)
Reporting
- Financial Statement Preparation(high automation potential)
- Cost Reporting(high automation potential)
- Compliance Reporting(medium automation potential)
- Revenue Reporting(high automation potential)
- Tax Reporting(high automation potential)
- Budget Reporting(high automation potential)
General Accounting
- Account Reconciliation(high automation potential)
- Journal Entry Automation(high automation potential)
- Asset Management(medium automation potential)
- Expense Management(high automation potential)
- Cash Flow Management(medium automation potential)
- Fraud Detection(medium automation potential)
Budgeting & Forecasting
- Revenue Forecasting(high automation potential)
- Expense Forecasting(high automation potential)
- Cash Flow Forecasting(medium automation potential)
- Variance Analysis(medium automation potential)
- Capital Budgeting(medium automation potential)
- Rolling Forecasting(medium automation potential)
FINANCE & ACCOUNTING PROCESS EXAMPLES
Six examples of what agents take over.
- Expenses
Travel expense and reimbursement
Receipts and travel claims read, policy applied, exceptions flagged, and reimbursement prepared for payroll.
- Reporting
Financial reporting
Data gathered from your sources, formatted into structured reports, with compliance to reporting standards checked throughout.
- AR / AP
Accounts payable and receivable
Agents track incoming and outgoing payments and update the respective accounts as transactions occur.
- AR / AP
Invoice processing
Details extracted from invoices, information verified, invoices matched with purchase orders, payments initiated.
- Accounting
Account reconciliation
Agents compare different sets of records, identify discrepancies, and deliver detailed reports for correction.
- Risk
Credit and counterparty check
Credit data on a new customer or supplier pulled and interpreted before contracting, with the result delivered to the decision maker.
AGENT IN ACTION
How an account reconciliation agent works.
What it does
The agent pulls bank statements, general ledger entries and payment processor data, then matches every transaction using your reconciliation rules. For anything that does not match, it identifies the likely cause, presents the supporting evidence and drafts the appropriate journal entry for review.
The objective
A close that is ready as soon as the data arrives, not days later. Nothing is posted without human approval. The reconciliation, supporting evidence, journal entry and audit trail are filed together, so any question that comes up later already has a documented answer.
What it does
The agent pulls bank statements, general ledger entries and payment processor data, then matches every transaction using your reconciliation rules. For anything that does not match, it identifies the likely cause, presents the supporting evidence and drafts the appropriate journal entry for review.
The objective
A close that is ready as soon as the data arrives, not days later. Nothing is posted without human approval. The reconciliation, supporting evidence, journal entry and audit trail are filed together, so any question that comes up later already has a documented answer.
Simulated walkthrough, four steps. One: the agent connects to the bank account, the general ledger and the payment processor and imports 1,248 transactions for September 2026; the bank closes at 842,560.18 dollars and the ledger at 839,940.18, a difference of 2,620 dollars to explain. Two: 1,196 transactions are matched automatically, 48 are suggested matches within tolerance and 4 stay unmatched, a 95.8 per cent match rate; anything below 90 per cent confidence is flagged for review. Three: the largest exception is a 2,620 dollar bank fee recorded by the bank but missing from the ledger, with 97 per cent confidence; the agent prepares a journal entry debiting bank fees expense and crediting the operating account, and stops there, because posting it needs a person. Four: once approved, the adjustment is posted, the remaining difference is zero, and the reconciliation, the journal entry JE-0926-184 and the full audit trail are filed together. Illustrative scenario with sample data.
GET IN TOUCH
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Book 30 minutes with our team. Walk us through your process. We'll show you where AI agents can make a difference.