AI employees for finance
Finance work disappears into tasks that do not change from month to month: watching due dates, chasing payments, filing receipts, running payroll, building the report. These AI employees cover that whole loop — payables and receivables, payroll and expenses, tax, purchasing and analysis — using your rules and your timelines.
AI employees that work inside your own tools — set up in minutes, nothing to install.
The 7 employees in this area
Accounts Payable
Codes invoices, runs the 3-way match, and preps payment runs for human approval. Included from the Pro plan — see plansAccounts Receivable
Invoice, track aging, and collect what you're owed — politely and on policy. Included from the Pro plan — see plansFinance & Insurance Advisor
Explain products and gather quote requests — general info, not personalized advice. Included from the Enterprise plan — see plansFinancial Planning & Analysis
Build budgets and forecasts, run variance analysis and draft board summaries. Included from the Pro plan — see plansPayroll & Expenses
Answer payroll FAQs, review expenses against the T&E policy and prep payroll-run checklists. Included from the Pro plan — see plansProcurement
Drafts purchase requests, compares quotes, and routes approvals by spend threshold. Included from the Pro plan — see plansTax & Compliance
Keep filings, deadlines, and supporting documents organized and audit-ready. Included from the Pro plan — see plans