Solutions · Financial Automation

Finance, fully
handled.

Invoices three-way matched, approvals routed by your rules, overdue receivables chased on cadence, the month-end close run end to end. The finance back office, automated.

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Close agent Closing
April month-end close Day 2 of 3
Lock invoice posting
Lock invoice postingDone
Bank reconciliation · 4 accounts
Bank reconciliation · 4 accountsDone
Sub-ledger tie-out · AR & AP
Sub-ledger tie-out · AR & APDone
Accruals & journals posted
Accruals & journals postedDone
GRNI variance · €14k
GRNI variance · €14kFlagged
Management pack drafted
Management pack draftedDone
Running the close playbook… April closed — day 3, not day 10
What it does

Everything the finance back
office does — automated.

Capture, route, chase, reconcile, close, report. The AP, AR and GL work your team does every month — run end to end, the same way every time.

PDFEDIEmail
Captures every invoice

From PDF, EDI, email or a scan — every invoice and statement read and turned into clean line items.

Auto-pay
Manager
CFO
Routes approvals by your rules

Up the ladder by GL, vendor, cost-centre and amount. Auto-paid under threshold, escalated over it.

Stage 1 · friendly
Stage 2 · firm
Stage 3 · final
Chases overdue receivables

Every overdue invoice triggers the right reminder at the right time — escalating in tone, never in panic.

Reconciles the ledgers

Bank lines matched to AR and AP, sub-ledgers tied out, unmatched items surfaced for review.

Runs the month-end close

Accruals, journals, reconciliations, variance reports — the close playbook run from day 1 to day 3.

Drafts the numbers

Variance commentary, the management pack, the board report — drafted from the closed books.

How it works

Every invoice, checked
three ways.

Before a euro is approved, the agent lines up the purchase order, the invoice and the goods receipt — and matches them, field by field, against your tolerance.

Lleverage agent
Matching INV-88421
Bavaria Steel · tolerance ±2%
FieldPO 4421-AInvoiceGoods receipt
VendorBavaria SteelBavaria SteelBavaria Steel
Line items14 SKUs14 SKUs14 / 14 rec'd
Total€38,420€38,420€38,420
CurrencyEUREUREUR
3-way match — auto-approved, queued for payment €38,420
Within tolerance · auto-approved  ·  over tolerance · flagged before it hits the ledger
In practice

What teams run on it today.

A sample of the finance work our customers have handed to agents.

Three-way match

PO, invoice and goods receipt cross-checked — most auto-approved, variances flagged before posting.

Approval routing

By GL, vendor, cost-centre and amount — auto-paid under threshold, escalated over it, all audited.

Dunning & collections

Cadenced reminders escalating friendly → firm → final, sent in your voice — DSO down for real.

Bank reconciliation

Bank entries matched to AR and AP, unmatched lines surfaced for the controller's morning queue.

Month-end close

Accruals posted, reports drafted, variances flagged — a day-3 close instead of a day-10 scramble.

Expense report audit

Every line policy-checked, out-of-policy spend flagged, the rest routed for one-click approval.

+ + + + Get started

See the agent close your books.

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