Finance & Operations
Invoice, Expense & Reconciliation Agent
Extract invoices and receipts, match them to transactions and surface the exceptions.
Invoices & receiptswhat staff send in
Accounting systemposted entries
Banking systemcleared transactions
Exception listback to finance staff
It starts with the pile. Invoices and receipts, however they arrive.
What it does
Four Jobs, One Agent
Matches them against transactions and against the correct award.
Surfaces duplicates, mismatches and anything unallocated.
Keeps the documentation attached for audit.
Where it fits. Allocating shared costs across four awards correctly is exactly what a federal audit looks at. The agent keeps that defensible.
Getting started
What It Takes, What You Get
What we need from you
Integration into your accounting and banking systems and your allocation rules across awards and cost centers.
What you get
Matched, documented expenses, an exceptions queue instead of a shoebox and audit-ready documentation.
Available With Setup
We configure this around your organization: your programs, approved information, workflows and requirements.
How it connects
Invoices & receipts, accounting system, banking system and exception list, linked in one workflow.
More agents
Also in Finance & Operations
Available With Setup
Bookkeeping Assistant
Import statements, organize transactions, reconcile accounts and prepare routine reports.
View agentAvailable With Setup
Budget Monitoring & Financial Reporting Agent
Track budget-to-actuals and draft the summaries leadership and funders need.
View agentAvailable With Setup
Procurement & Vendor Agent
Support vendor research, quote comparisons, purchasing requirements, renewals and procurement documentation.
View agentBuild the workforce your organization needs.
Select the functions you want to take off your team’s plate. We configure them around your organization’s workflows, systems and requirements.
Build Your Workforce →