Accounts & Finance Agents

Month-end that starts already half closed.

Agent / Accounts

Reconciliation, collections, expense review and reporting — the parts of finance that are rules plus judgement. The agent does the rules, prepares the judgement calls, and never posts to your ledger without the approval path you define. Every figure it produces traces back to a document.

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What it actually does.

Named mechanics, not adjectives. If something is not on this list, it is not in scope until we agree it is.

Bank, ledger and invoice reconciliation
Invoice and receipt extraction with line-item accuracy
Receivables chase with escalating, on-brand reminders
Expense policy checks and anomaly flagging
Month-end pack preparation
Approval gates on anything that writes to the ledger

Five places this already works.

Buyers recognise their own situation faster than they parse a capability list. Find yours.

E-commerce & Retail

Payouts, fees and refunds reconciled nightly

Gateway settlements, marketplace fees, chargebacks and refunds matched to orders every night, with only genuine breaks left for a person to look at in the morning.

A clean ledger every day instead of a scramble every month

Professional Services

Billing from the work that was actually done

Draft invoices assembled from time entries and expenses against each engagement's terms, flagged where unbilled work is aging past its window.

Less revenue quietly left on the table

Construction

Subcontractor invoices against the schedule

Applications for payment checked against contract rates, retention and progress claims, with variations separated out and evidenced before they reach approval.

Overbilling caught before it is paid

Healthcare

Claims, denials and the reasons behind them

Claim status tracked to resolution, denials categorised by root cause, and resubmission packets prepared with the missing documentation already gathered.

Denial patterns become visible instead of absorbed

Fintech & Banking

Exception queues worked, not just watched

Ledger breaks, failed settlements and unmatched transfers investigated against source systems, with a proposed resolution and its evidence attached to each case.

Analysts review decisions rather than assemble them

It runs against your real systems.

Not a sandbox, not a copy of your data. The agent reads and writes where the work already lives.

QuickBooksXeroNetSuiteStripeRampBill.comExcel+ yours

Shipped with this.

9 → 2days to close the month

Healthcare · 14 weeks

Month-end from nine days to two

A 22-clinic group where finance spent the first third of every month reconciling and the rest reporting on numbers that were already stale. We built a reconciliation agent with a hard approval gate at the ledger, and the close moved from nine days to two.

Read the case study

3.5 daysfaster variation approval

Construction · 11 weeks

A variation approved before the crew leaves site

This contractor's subcontractor invoices took two to three weeks to check against the schedule, by which point the job had moved on. We built a field app that captures progress evidence on site, feeding an accounts agent that checks applications for payment against contract rates the same day.

Read the case study

Also in agents

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Put a accounts agent in front of real traffic.

Thirty minutes. We map the function, and tell you honestly whether it is worth building.

Book a call See pricing

Engagements start at $3,000. Typically live in under a month.