Step 1 of 6The agents
Read the invoice
An invoice arrives by email, on a portal or as a photo. The agents read it and match it to the purchase order and the receipt. A match posts; a difference is flagged with the reason.
AI Agents & Business Automation
Invoices matched.Payments, your call.
Invoices are read and matched, documents are filed, and the accounts are reconciled with every exception flagged. What is owed is chased for you, and every payment is released by finance.
AI-native delivery. Human accountability.
Finance Agents · one workflow, start to finish
Invoices read and matched as they arrive, accounts reconciled with every exception flagged, what is owed chased. No payment leaves without finance releasing it.
- Comes in from
- Invoices by emailSupplier portalBank feed
- Lands in
- AccountingERPEmail
- What it automates
- 6 areas
- A person decides
- 1 of 6 steps
How the work runs
One cycle, start to finish.
One month's work, from the first invoice to the period report. The ringed step waits for finance.
01Read the invoiceThe agents
An invoice arrives by email, on a portal or as a photo. The agents read it and match it to the purchase order and the receipt. A match posts; a difference is flagged with the reason.
02File the documentsThe agents
Statements, contracts, receipts and letters are classified and filed where they belong, linked to what they concern. When someone asks for a document, it is there.
03Reconcile the accountsThe agents
Bank lines are matched to invoices and payments as the feed arrives — not at month end. What does not match is listed with what the agents could find.
04Chase what is owedThe agents
What customers owe you is chased politely — a reminder before the due date, a statement after it — with every promise to pay recorded.
05You approve paymentsA person
The payment run is assembled from matched, due invoices, with everything checked — and then it waits. Finance reviews and releases it. Money never moves on an agent's say-so.
06Report the periodThe agents
At the period's end the report is assembled from the ledger as it stands, explained in plain words, with the exceptions listed rather than hidden.
Step 2 of 6The agents
File the documents
Statements, contracts, receipts and letters are classified and filed where they belong, linked to what they concern. When someone asks for a document, it is there.
Step 3 of 6The agents
Reconcile the accounts
Bank lines are matched to invoices and payments as the feed arrives — not at month end. What does not match is listed with what the agents could find.
Step 4 of 6The agents
Chase what is owed
What customers owe you is chased politely — a reminder before the due date, a statement after it — with every promise to pay recorded.
Step 5 of 6A person
You approve payments
The payment run is assembled from matched, due invoices, with everything checked — and then it waits. Finance reviews and releases it. Money never moves on an agent's say-so.
Step 6 of 6The agents
Report the period
At the period's end the report is assembled from the ledger as it stands, explained in plain words, with the exceptions listed rather than hidden.
What it automates
Everything it takes care of.
Invoice processing
Read, matched and posted on arrival
Financial documents
Classified and filed, found in seconds
Reconciliation assistance
Bank lines matched as they arrive
Collections
What you are owed, chased consistently
Approvals
Released only by people with authority
Reporting
The period explained in plain words
Where a person decides
Human control by design.
Money never moves on a machine's say-so; finance releases it.
Automate what should be automated. Keep humans in control where decisions matter.
Payment release
Every payment, credit note and adjustment.
Amount limits
Any payment over your limits, or needing a second signature.
Changed bank details
Any supplier whose bank details differ from file.
Separation of duties
The person who enters never approves alone.
Audit trail
Nothing — it is there for you and your auditor.
Always on, across the whole solution
- Human approval gates
- Roles & permissions
- Escalations
- Audit logs
- Guardrails
- Spend limits
- Security
- Privacy
- Human overrides
Connected
Works inside the systems you already run.
The books live in your accounting system or ERP; invoices arrive by email and portal; the bank feed from your bank.
- Odoo
- WhatsApp Business
- n8n
- Make
- Anthropic Claude
OpenAI- Supabase
Also insideMicrosoft Dynamics 365 · Salesforce · Power Automate · Power BI · Your internal systems
Named as the systems the work runs inside — no partnership, reseller or certified status is claimed.
At work in every sector
The same team, in your kind of business.
Real Estate & Property
Construction & Engineering
Industrial, Manufacturing & Technical B2B
Hospitality & Tourism
Technology, SaaS & Startups
Retail & E-commerce
Delivered as one
One solution, not separate services.
Sometimes the new process needs the software that runs it. We build it as part of the same solution — one business transformation, not five disconnected technical services.
- AI Agents & Business AutomationFinance Agentsrun the workflow
- Custom Business ApplicationsApproval & release workflowAn approval and release workflow with your limits and dual sign-off built in.
- Dashboards & Business IntelligenceOwner's dashboardCash in, cash out, who owes you, what waits on whom.
- Portals & Workflow PlatformsSupplier portalA supplier portal for invoices and statements — suppliers stop calling.
- ConnectedYour systemsAccountingERPEmail
A finance transformation can be the Finance Agents, an approval workflow, a supplier portal, an owner's dashboard and the accounting integration — sold and delivered as one.
Intelligence inside
- Document IntelligenceReads invoices, statements and contracts in any layout.
- Agentic AIReads, matches, posts or flags, prepares, reports — using your accounting system as a tool.
- Predictive & Decision IntelligenceProposes matches, spots duplicates, flags late payers.
- Generative AIWrites reminders, statements and the plain-words period note.
How it starts
The engagement, drawn the same way.
We start from how an invoice travels today — who receives it, who checks it, who signs, where it waits — and from your payment limits as they really are.
- 01
Map the process
Drawn as it really runs — every hand-off, exception and approval
- 02
Design the agents and gates
Which steps run on their own, which wait for a person, and what each agent may do
- 03
Build and connect
The agents, the automations and the software around them, inside your systems
- You decide
You approve the go-live
It runs beside the current way first; you decide when it takes over
- 05
Run, watch, improve
Monitoring, logs and alerts from day one; tuned on what actually happens
Every engagement is scoped around your process — nothing here is a fixed package.
Questions
What people ask before they start.
Can the agents pay anyone?
No. They prepare the run with everything checked; a person in finance releases it. Nothing moves money on the agents' say-so — that is the design, not a setting.
What if an invoice is read wrong?
Every value links to where it was read on the document. A misread invoice fails the match and is flagged; the correction is remembered.
How does this fit our accounting system?
The agents work inside the system you already run. Your chart of accounts and posting rules stay yours.
Does this replace our accountant?
It replaces the typing, the matching and the searching. Your accountant keeps the judgement and the sign-off.
Is our financial data safe?
The agents work only within the access you grant, every action is logged, and the data stays in your systems. The rules are set with you before go-live.
How is it priced?
Scoped and priced on request — it depends on your volumes, your systems and the software built around the agents.
Before you go
Ready to close the month without the search?
Bring last month's invoices and the exception that took longest to find. We will map the path, then build the agents that run it.
