ROLE BRIEF // FINANCE OPS
AI finance operations with an audit trail on every entry
TYPICAL COVERAGE — 90% OF BACK-OFFICE VOLUME
Finance back-office work is the best automation candidate on most org charts: high volume, rule-driven, painful to staff, and expensive when it slips. It's also the one place "the AI probably got it right" isn't good enough — which is why our finance fleets are built around verification and approval gates, not autonomy. Agents do the volume; nothing irreversible happens without matching the rules you signed off on.
What the fleet takes over
- Invoice capture & coding — extraction from email, PDF, and portals, GL-coded and verified against the source by a second agent
- Three-way matching — PO, receipt, invoice reconciled automatically; mismatches routed to a human queue with the discrepancy highlighted
- AP/AR follow-up — payment status chasing, dunning sequences, vendor queries answered from the ledger
- Expense review — policy checks on every report, exceptions flagged with the violated rule cited
- Reconciliation prep — accounts pre-matched and exceptions packaged so month-end close starts at the interesting part
How it's built
Specialist agents for extraction, matching, verification, and communication, coordinated by an orchestrator that owns document state end-to-end. The architecture pattern — including the critic agent that reviews everything before it posts — is published in our reference teardown; the finance variant adds approval workflows and per-action dollar caps.
Controls first
Hard allowlists on ledger operations, dollar caps per action class, segregation between the agents that prepare and the humans that approve, PII and banking-detail redaction at ingress, and deployment in your cloud or a single-tenant environment. Full security posture here.
How accurate is AI invoice processing?
Every extraction is verified by a second agent against the source document, and any three-way-match discrepancy routes to a human queue rather than posting. Before cutover the fleet must clear an evaluation gate on your historical documents — accuracy is measured on your data, not promised.
Does it work with our ERP and accounting stack?
NetSuite, QuickBooks, Bill.com, Ramp, and custom internal systems via their APIs. Agents act through a hard allowlist of operations — nothing posts to the ledger outside the rules you approve.
Will this survive an audit?
Better than most manual processes: every agent action lands in an append-only audit log with the source document attached. Auditors get a complete, queryable trail instead of a shared-inbox archaeology project.
Start with the free automation audit. We map your document volumes, systems, and exception rates, then hand you a scoped blueprint with projected coverage and ROI math — yours to keep either way. Request the audit or try the live agent demo first.
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