A real AI agent — not a chatbot. It reads your invoices, pings your vendors, approves what matches your rules, and reconciles in your GL. Trained on the financial data of 7,000 companies.
Long-running, multi-step. Reads invoices. Drafts emails. Calls our API. Asks you when unsure. Learns from corrections.
AP Specialist, Collections Analyst, Treasury Ops, Controller. Each with its own tools, rules, and limits.
Every decision logged: prompt, tool call, result, diff. Replayable, reviewable, reversible.
All four come off-the-shelf, scoped to your data, ready in minutes.
OCRs invoices, matches to POs, routes approvals, schedules payments, reconciles to GL.
Writes dunning emails in your tone, fields customer replies, escalates polite-to-firm, applies cash.
Forecasts cash daily, moves between accounts, buys FX, alerts on breach of min balance.
Runs the month-end close checklist. Reclasses. Flips journal entries. Signs off once reconciled.
Every Payouts API is a tool. Plus your ERP, your Slack, your email, your calendar.
Learns vendor preferences, GL codes, approval patterns. Improves week-over-week.
Per-agent, per-day, per-vendor caps. Cannot be overridden without human multi-sig.
Every ambiguous call surfaced as a 20-second review. Approve, reject, correct, learn.
@isa, @marcus — or DM. Attach an invoice, ask a question, reply with a fix.
Logs into vendor portals to download invoices. Navigates state tax sites to file.
Write plain-English rules ("wires over $50K need 4-eye"). Agent enforces automatically.
Finance, ops, or procurement. Point at your data, write the scope, give it tools.
Isa, Marcus, Nora, Avi — or a custom-scoped one.
Approval thresholds, tone, limits. Rules in English, enforced in code.
Agent drafts actions for 2 weeks, you approve. It learns you.
Flip the switch. Agent runs inside limits. Reports weekly.