CUSTOM AI AGENTS · Finance & accounting
Accounts payableas part of your team.
Sort due dates. Collect supporting records. Prepare payment proposals.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
Accounting preparation needs complete records and traceable figures. Agents organize the work and highlight differences for informed staff review.
- 01
Sort due dates
Groups invoices by date, approval status and corresponding supplier.
- 02
Collect supporting records
Collects invoices, orders and supporting records required by your workflow.
- 03
Prepare payment proposals
Presents amounts and unresolved items for a person to authorize payment.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A restaurant group gathers supplier invoices for weekly review.
Illustrative scenario, not a customer case study or measured results.
GmailExampleCapture the brief and its conditions.
OdooExampleExtract the invoice items and check their sum.
F-2048 · Suministros Norte
| Item | Invoice |
|---|---|
| Materials | 250 € |
| Transport | 50 € |
| Total | 300 € |
| Related order | P-108 |
OdooExampleRecord the outstanding checks without marking the work complete.
Review before accounting entry
Administration
- ✓Sum 250 + 50 = 300 € checked
- ○Confirm transport against P-108
- ○Check taxes and duplicates
GmailExampleExplain the result and what is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Approved invoices, due dates and approval workflow. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Pending payment list for authorization. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Final postings, payments and tax or financial decisions remain subject to authorized review.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
INDUSTRY APPLICATIONS
Where it could fit.
RELATED AGENTS
A team that works together.
Invoice processor
Draft accounting record and exception queue.
See tasks and example ↗Finance & accountingReconciliation assistant
Proposed reconciliation with explained differences.
See tasks and example ↗Finance & accountingExpense classifier
Classified expense list for review.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.