AI agents for finance Clearer numbers.
Calmer reviews.
AI agents that prepare close reviews, chase receivables and flag the changes worth a closer look. Your team approves every figure.
Purchase invoicesNorthwind SuppliesINV-2291 · 28 Sep€1,240.00Matched to PO
Halden CloudHC-0932 · 30 Sep€612.50Matched to PO
Arcadia PrintA-118 · 1 Oct€389.00No PO found
Brightline LegalBL-77 · 2 Oct€2,100.00Matched to PO
AccountantAgent09:12
3 invoices match their purchase orders. Record them in Moneybird?
- Northwind Supplies · €1,240.00
- Halden Cloud · €612.50
- Brightline Legal · €2,100.00
Arcadia Print has no purchase order. I asked Lena in #finance.
Works with
GmailMoneybird
Google Drive
Stripe
Airtable
GmailMoneybirdGoogle DriveStripeAirtableOne agent.
Four jobs it takes on.
Month-end review
Reconcile close records and prepare a review packet.
StripeGoogle DriveClose review · SeptemberPayouts€48,210Matched
Refunds€1,940Matched
Processing fees€612€38 unexplained
Transfers€9,400Matched
Review packet ready for sign-off · 4 sources linked
Receivables
Review overdue invoices and prepare a prioritized follow-up list.
StripeOverdue invoicesNorthwind BV42 days€3,200
Halden & Co31 days€1,150
Arcadia15 days€780
3 reminder drafts in Gmail, not sent
Spend anomalies
Flag unusual activity for your finance team to investigate.
StripeAirtableRefunds, dailyRefunds 2.3× the 30-day baseline · flagged for review
Forecast variance
Compare actuals with forecasts and explain the differences.
StripeAirtableActuals vs forecast · Q3Revenue+2.1%On plan
Payroll+0.4%On plan
Cloud spend−12%Needs owner
View the role Your team stays in control.
Every figure, every write.
Approval first
Your finance team approves adjustments and reported figures.
Its own sandbox
Each agent works in an isolated workspace with only the tools you connect.
On the record
Every run, tool call and approval is saved for your team to review.
