AI Finance
Automate the work. Focus on the business.
Invoice runs, expense processing, reminders, period tasks — the repetitive spine of accounting, automated with approvals where you want them.
Capabilities
What's included
01
Invoice workflows
Create → approve → post → notify → chase, hands-free.
02
Expense pipelines
Receipt → OCR → categorize → approve → post.
03
Smart reminders
Customers nudged, approvers nudged, nothing forgotten.
04
Recurring entries
Journals, invoices and bills on schedule.
05
Categorization
AI keeps new transactions filed like the old ones.
06
Approval gates
Every automation pauses where your rules say a person decides.
How it works
An automated invoice run
Invoice created
Approval
Posting
Customer notification
Payment tracking
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