AI Agents for Finance & Accounting
An automation solution for finance and accounting teams
Integrates with your existing tools
Automate Complex Financial Processes
Our AI agents handle the most time-consuming and error-prone tasks in finance and accounting, allowing your team to focus on strategic decision-making.
Invoice Processing Agent Workflow
Data Extraction
AI extracts key fields from invoices including vendor details, line items, dates, and totals
Validation
Cross-check extracted data against purchase orders and historical invoices
Discrepancy Management
Flag anomalies for review and automated resolution of common issues
ERP Integration
Update financial systems with validated invoice data for payment processing
Invoice Reconciliation Agent Workflow
Invoice-PO Matching
Automated comparison of invoice details against purchase orders and payment logs to identify potential discrepancies
Discrepancy Management
Intelligent flagging of mismatches with severity classification and acceleration of resolution workflows
System Updates
Automatic posting of reconciled invoices to financial systems with audit trail documentation
Transaction Reconciliation Agent Workflow
Extract Data
Pull payment details and invoice, banking and order records from financial systems
Match Records
Automated comparison of payments against invoices
Highlight Discrepancies
Flag mismatches and route for resolution
Update Systems
Push reconciled data to ERP and accounting platforms in real-time
Payment Processing Workflow
Reduces manual effort, minimizes errors, and mitigates fraud risks by automating the entire payment lifecycle from validation to completion.
Data Validation
Checks payment amounts and account details against existing records
Transaction Execution
Interfaces with banks or payment gateways to complete transactions
Record Updates
Updates transaction logs and issues receipts to customers
Payment Reminder Workflow
Critical for subscription services, retail, and finance to maintain smooth revenue cycles and strengthen customer relationships.
Payment Due Detection
Identifies upcoming or overdue payments requiring notification
Personalized Messaging
Adapts tone and frequency based on customer history and preferences
Multi-Channel Delivery
Sends reminders via email, SMS, or other preferred channels
Response Tracking
Monitors customer actions and updates account statuses in real-time
Reconcile your books in minutes, not days
Automate Nest automatically matches bank transactions with your ERP entries, identifies discrepancies, and flags items for review. Month-end close goes from 3 days to 3 hours.
Automatic Matching
AI-powered matching across multiple banks and ERP systems
Smart Flagging
Intelligent detection of duplicates, timing differences, and anomalies
Lightning Fast
Complete month-end reconciliation in hours instead of days
Reconciliation Workflow
Process invoices automatically, from inbox to ERP
Automate Nest extracts data from invoice PDFs, validates against your ERP, routes for approval, and enters everything automatically. What used to take 15 minutes now takes 30 seconds.
Smart Data Extraction
AI-powered extraction of vendor, amount, line items, and dates from any invoice format
Automated Approval Routing
Intelligent routing based on amount, department, and authorization levels
Direct ERP Integration
Seamless entry into QuickBooks, NetSuite, or any ERP with automatic GL coding
97%
Accuracy rate
30x
Faster processing
New invoice received: AWS Services - $2,725.00
Processing Workflow
Collect payments faster with intelligent AR automation
Automate Nest monitors overdue invoices, analyzes customer payment patterns, and sends personalized reminders automatically. Reduce your DSO and improve cash flow without lifting a finger.
Smart Overdue Detection
Automatically identifies overdue invoices and analyzes payment history to prioritize collections
Personalized Reminders
AI-generated payment reminders tailored to customer history and communication preferences
Payment Tracking & Updates
Monitors email opens, payment portal views, and automatically updates your ERP when payments arrive
86%
Reduction in DSO
3 days
Avg collection time
Overdue Invoice Alert: Acme Corp - $8,450.00 (15 days past due)
Collection Workflow
Trusted by Finance Teams Worldwide
Our AI agents deliver measurable results that transform finance operations
Invoices Processed
Monthly processing volume
Error Reduction
Compared to manual processing
Faster Processing
Average time savings
AI agents
Powering our Financial Clients
Our AI and Automation Services
Your organisation becomes 10X more efficient by taking tedious, repetitive tasks off your employee's plate. We are industry agnostic.
Finance & Accounting Automation
Invoice processing, transaction reconciliation, payment reminders, accounts receivable optimization, and financial reporting automation.
Document Processing & Analysis
Analyze and parse documents, invoices, receipts, contracts, and financial statements to extract key data and automate workflows.
Business Card Automation
Automated contact management, CRM integration, follow-up scheduling, and lead nurturing from business card data extraction.
Sales and Marketing Automation
Content creation, full-funnel automation, lead routing, CRM management, outbound campaigns, payments, and contract automation.
Customer Service Automation
Most customer service questions and responses are similar and repetitive. As a result, most CS tasks can be automated.
Project Management & Workflow Automation
We connect all manual, repetitive steps in a process, from task handoff to completion. Such as onboarding, admin, accounting, invoicing.