Finance
Finance agents
Finance agents that see what's on site, bill what's been earned, and forecast what hits your account.
Finance workflow
Manual pain
Your AR team chases payments by email and re-keys invoices into the ERP.
BOQ-linked collections follow-up
AP invoice matching & dispute triage
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.
Agent actions
The job is narrow on purpose.
Each agent starts with a small set of operating actions, clear escalation, and visible ownership.
BOQ-linked collections follow-up
Primary automation path.
AP invoice matching & dispute triage
Context and exception handling.
Cash-flow forecasting
Outcome and handoff layer.
Controls
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
Past pattern, not a promise.
Pattern: −50% manual processing, close cycle 7→3 days (fintech spend case study)
Next step
Start the finance workflow audit.
Bring one workflow your team still handles manually.