People & finance / SAMPLE AGENT
From paperwork to approval-ready.
Give your finance team a head start on invoice processing, reconciliation, and payment follow-ups. Connect documents to accounting records and make exceptions easy to review.
WHAT WE CAN BUILD
This is a starting point for discovery. We tailor the agent to the work, systems, and responsibilities in your business.
Extract invoice fields and check for missing details or duplicates.
Compare invoices with purchase orders and flag mismatches.
Prepare reconciliation summaries and draft payment reminders.
A day in the life
A supplier invoice arrives by email. The agent extracts its details, checks the purchase order and duplicate records, and prepares a draft accounting entry with the source document attached.
Read the document and retain a link to the original.
Match supplier, amounts, and purchase order; flag uncertain fields.
Create a draft entry and route discrepancies to finance.
After approval, update the accounting system and keep an audit trail.
Illustrative workflow. Integration capabilities and scope are confirmed during discovery.
A LITTLE MORE POSSIBILITY
Make every first day a good one.
Help employees find policy answers and help HR coordinate onboarding, document collection, and routine requests, with access scoped to each employee’s role.
Bring the right details to the buying decision.
Prepare sourcing requests, organise supplier responses, and compare quotations against agreed requirements. Make missing specifications and commercial differences easier to spot.
From ambition to action
Tell us about the process, the people, and the tools involved. We’ll shape a practical scope and a useful first workflow.
