CUSTOM AI AGENTS · Finance & accounting
Invoice processoras part of your team.
Extract fields. Match references. Flag discrepancies and duplicates.
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
Extract fields
Reads supplier, number, dates, amounts and references from the received document.
- 02
Match references
Matches details against orders and master records while exposing discrepancies.
- 03
Flag discrepancies and duplicates
Flags possible duplicates, inconsistent totals or references it cannot confirm.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A distributor matches supplier invoices to orders before posting.
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?
Invoices, purchase orders and supplier master data. 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?
Draft accounting record and exception queue. 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.
Accounts payable
Pending payment list for authorization.
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.