AI agents for finance teams
Close the books on time, even as volume grows.
Agents match payouts, chase approvals, and draft the close report, so your finance team spends month-end on analysis instead of copy-paste.
What agents handle
The repetitive finance work, with a person signing off where it counts.
TaskWhat the agent doesWho signs off
Payout reconciliationMatches Stripe payouts to invoices and flags anything that doesn't tie out.Controller
Vendor bill entryReads bills from the AP inbox, codes them, and drafts entries.AP lead
Approval follow-upsNudges approvers in Slack with the invoice attached until they sign off.Runs on its own
Expense policy checksFlags out-of-policy expenses before they reach an approver.Finance lead
Month-end summaryDrafts the close report from ledger changes.CFO
Works withQuickBooksXeroNetSuiteStripeRampBill.comSlackGmail
How we think about it
Agents do the matching. Your controller keeps the judgment.
Finance FAQ
Questions finance leaders ask
Can agents post entries to our ledger?
Only once you approve it. Agents start by drafting entries for review and get write access one workflow at a time.
How do you handle audit trails?
Every agent action is logged with the source document, the change made, and who approved it. You can export the log for your auditors.
Which accounting systems do you connect to?
QuickBooks, Xero, and NetSuite, plus most tools with an API. We confirm yours on the strategy call.
AI agents take the finance busywork.
Book a 30-minute call. We'll map where agents would help your finance team most.
Book a strategy callhello@workload.ai