Hire a
Finance AI Agent.
An AI agent that handles invoicing, expense tracking, bookkeeping, and financial reporting — keeping your books clean without a full-time accountant.
GET A FINANCE AGENTWhat a Finance Agent does for you
Invoice Processing
Reads, categorizes, and processes invoices automatically — flagging duplicates, missing info, or approval requirements.
Expense Tracking
Monitors and categorizes business expenses from bank feeds, receipts, and card transactions in real time.
Bookkeeping
Reconciles accounts, matches transactions, and keeps your books up to date daily — ready for your accountant at any time.
Financial Reporting
Generates P&L statements, cash flow reports, and budget vs. actuals on a schedule or on demand.
Payroll Support
Tracks hours, calculates payroll figures, and prepares summaries for your payroll provider — reducing manual data entry.
Cash Flow Forecasting
Models future cash flow based on current pipeline, recurring revenue, and scheduled expenses — so you always know where you stand.