WORKFLOW 01
Extract invoice or receipt details for review
pulls out line items and totals for a person to confirm.
AI SMITH SPECIALISED AGENT
Reduce repetitive finance administration and prepare clearer information for review.
Without handing financial authority to an AI agent — every posting, payment, and material financial decision stays with an authorised person.
ROLE DEFINITION & OPERATING BOUNDARY
The Finance Agent is an AI agent designed to extract and check document details, prepare classification and reminder drafts, and summarise financial information from your approved data — for a qualified person to review. It is not an accountant, auditor, tax adviser, financial adviser, or an authorised payment approver, and it does not post transactions, issue payments, or make tax determinations on its own.
STATUS QUO BOTTLENECKS
Finance bottlenecks we help address:
- Time spent collecting and organising documents.
- Manual data preparation before it reaches your accounting system.
- Chasing overdue payments.
- Recurring summaries prepared by hand each cycle.
- Inconsistent coding or categorisation suggestions.
- Delayed visibility into cash position or budget variance.
Target outcomes
Outcomes this solution is designed to support:
- Faster preparation of finance documents.
- More complete information reaching the reviewer.
- Consistent, on-tone payment reminders.
- Earlier visibility into exceptions.
- Clearer cash or management summaries.
- Better-prepared audit support.
These are outcomes to validate during your own pilot, not promised results.
SCOPED EXECUTION
Core Agent Workflows
Each workflow is bounded to approved tasks, with a person reviewing sensitive steps.
WORKFLOW 02
Check documents for missing required information
flags incomplete invoices or receipts before they cause a delay.
WORKFLOW 03
Prepare invoice or expense classifications for approval
suggests a category based on your chart of accounts, for a person to approve.
WORKFLOW 04
Draft payment reminders using approved tone and rules
prepares reminder messages that follow your agreed terms and tone.
WORKFLOW 05
Prepare reconciliation support packs
assembles the supporting detail a reviewer needs to reconcile an account.
WORKFLOW 06
Summarise receivables, payables, or budget variance
turns approved data into a clear summary for management.
WORKFLOW 07
Answer internal policy questions
responds to routine finance-policy questions from approved sources.
WORKFLOW 08
Flag exceptions for a qualified person
surfaces anything unusual for a trained reviewer to assess.
Illustrative example — not a customer case study.END-TO-END EXECUTION FLOW
- 01
An invoice arrives.
- 02
The agent extracts the key details — vendor, amount, line items — and checks them against required fields.
- 03
If information is missing, it flags this before the document moves forward.
- 04
Confidence and any exceptions are shown alongside the extracted data.
- 05
The authorised finance person reviews the extraction, corrects anything necessary, and approves it.
- 06
Only once approved does the record proceed into your accounting system — the agent never posts or pays on its own.
INTEGRATION & KNOWLEDGE
Grounding & System Connections
To run well, this agent needs your team to approve:
Approved Knowledge Artifacts:
- ✓ chart of accounts or category rules
- ✓ your approval matrix
- ✓ vendor and customer data
- ✓ finance policies
- ✓ payment terms
- ✓ templates
- ✓ reporting definitions
connections confirmed and approved for your account during scoping.
connections built for your specific accounting or finance systems, scoped and priced individually.
capabilities on our roadmap that are not yet available.
We do not show bank, accounting, or payment-provider logos unless that connection is genuinely available and approved for your account.
🛡️Human control
People, not the agent, approve:
- Postings to your accounting system.
- Payments and refunds.
- Tax treatment.
- Financial statements.
- Payroll.
- Lending and financing decisions.
- Any other material financial decision.
The agent prepares and flags; an authorised person decides. This separation of duties is a deliberate design choice, not a limitation to work around.
Measurement
Measurement & Audit
Measurement candidates to track from your own baseline — not promised results:
- Document preparation time
- Missing-field rate
- Exception rate
- Overdue follow-up completion
- Month-end close support time
- Report timeliness
We keep any hypothetical financial figures in examples clearly illustrative, and we remind customers to seek qualified professional review for tax, audit, and statutory matters — this agent does not replace that review.
We don't yet have a published case study for this agent. The scenario above is a clearly labelled illustrative example. As pilots complete and customers agree to be featured, real evidence will replace or sit alongside it here.
ENGAGEMENT PATHS
Starting Paths for Finance Agent
Best fit for the Finance Agent:
Launch
one document-preparation or reminder workflow with a named reviewer.
Growth
reconciliation support and reporting summaries across a finance team.
Enterprise
finance integrated with Operations and Management agents, under a documented approval matrix.
See Pricing & Plans for the full comparison.
QUESTIONS
Frequently Asked Questions
What can an AI finance agent safely do?
It can prepare — extracting details, drafting classifications, summarising data, and flagging exceptions for review. It cannot decide — post transactions, approve payments, determine tax treatment, or issue financial statements. The agent prepares; the authorised person decides.
Is it a replacement for our accountant?
No. It is not an accountant, auditor, tax adviser, or financial adviser. It reduces administrative preparation time; qualified professionals remain responsible for statutory and advisory matters.
Can it make payments?
No. Payments are always approved and executed by an authorised person through your existing systems.
How accurate is the data it extracts?
Extracted data is shown with confidence and flagged exceptions for a person to check — it is not treated as final until a qualified reviewer confirms it.
Does it connect to our accounting software?
Only where a connection is verified and approved for your account. We confirm exactly what's available during scoping rather than assuming broad compatibility.
COORDINATED MULTI-AGENT HAND-OFFS:
One workflow to start
See how much finance admin time this could return to your team.
A consultation is a conversation about one priority workflow — not a sales pitch for every agent at once.