Finance agents
Finance agents that see what's on site, bill what's been earned, and forecast what hits your account.
Finance · agent spec
Manual pain
Your AR team chases payments by email and re-keys invoices into the ERP.
Action 01
BOQ-linked collections follow-up
Action 02
AP invoice matching & dispute triage
Action 03
Cash-flow forecasting
01
workflow owner
03
agent actions
100%
reviewable by design
Live
handoff-ready system
Live workflow
From invoice received
to ERP — in seconds.
The finance agent handles payment matching end-to-end: it reads the remittance, matches invoices, flags discrepancies for review, and posts results to your ERP.
Live workflow
Operations and finance,
in sync.
The agent connects what's happening on site — BOQ progress, WCCs, contractor milestones — to finance in real time. No certificate, no payment moves.
From documents in to decisions out.
Each agent starts with a small set of operating actions, clear escalation, and visible ownership.
The pipeline
Capture
Invoices arrive by email or ERP feed; the agent extracts lines, terms and references.
Match
Each line is checked against the PO and goods receipt — totals, tax, freight and payment terms included.
Classify
Discrepancies are typed: price variance, quantity over-billing, uninstructed charges, terms conflicts.
Draft
A resolution email to the vendor is drafted, listing only what is wrong and what is needed to fix it.
Approve
The AP owner reviews, edits and sends. Nothing leaves without a human.
Agent actions
BOQ-linked collections follow-up
Collections follow-up is tied to certified progress on the BOQ, so what's chased matches what's actually been earned.
AP invoice matching & dispute triage
Every invoice line is matched to its PO and goods receipt, and every mismatch is typed and quoted, not just flagged.
Cash-flow forecasting
Cash-flow forecasts are built from the same reconciled data, so the number reflects what's really been billed and received.
What it reads, does and shows
Reads
- Vendor invoices (PDF, email body, ERP feed)
- Purchase orders and goods receipts
- Contract payment terms
- Statements and aging exports
Does
- Two-way and three-way line matching
- Types every discrepancy with both values quoted
- Drafts vendor resolution emails and credit-note requests
- Tracks disputed lines to closure
Shows
- A line-by-line match table
- A discrepancy summary ranked by exposure
- A ready-to-send resolution draft
Connects to
One invoice, three discrepancies
Workflow trace
A steel supplier invoices against PO-4471. The agent matches it line by line.
Match
Binding wire: 200 coils at 95 — identical on both documents.
Mismatch
16mm rebar billed at 120 tons against 100 tons ordered — 20 tons over-billed.
Mismatch
12mm rebar priced at 2,780/ton against the PO rate of 2,650/ton.
Mismatch
A freight surcharge was added; the PO terms say DDP, freight included.
Action
Resolution email drafted requesting a corrected invoice; payment held.
What changes once the agent runs it
Invoice checking
Spot checks when time allows
Every line matched, every time
Disputes
Back-and-forth threads written from scratch
A drafted resolution email with the exact figures quoted
Payment terms
Terms drift unnoticed between PO and invoice
Terms conflicts flagged before payment
Production means the team can trust it.
The system is designed with human review, evaluation, auditability, permissions, and monitoring before expansion.
Human-in-the-loop stays visible.
The agent handles the repetitive path. People still own approvals, exceptions, and high-risk decisions.
Evaluation harness
Exception queue
Access controls
Operating runbook
Proof signal
Pattern: −50% manual processing, close cycle 7→3 days (fintech spend case study)
Start the finance workflow audit.
Bring one workflow your team still handles manually.