Finance Agent

Close faster while keeping finance fully in control

Automates settlements, drafts invoices, matches payments, reconciles exceptions.

FewerReconciliation hours

HigherAuto-match rate

FasterClose cycle

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The Problem

Settlements and invoice preparation are manual and time-consuming.

Payment matching happens at month-end, not in real time.

Mill settlement documents arrive in inconsistent formats.

Financial close takes too long because upstream issues are caught late.

The Solution

Repetitive settlement, invoicing, and reconciliation work handled automatically.

Finance team focuses on decisions and exceptions, not data entry.

All actions logged, reviewable, and require human approval.

Key Capabilities

Finance that closes itself.

Automated settlement workflows
Drafts settlement packages from completed tickets and surfaces discrepancies before finalization.
Invoice drafting
Generates draft invoices from completed shipments with full material detail, pricing, and adjustments applied.
Payment matching
Matches incoming payments against outstanding invoices and flags partial, over-, and unmatched amounts.
Mill settlement AI processing
Upload mill settlements in any format — AI extracts structured data, reconciles, and surfaces variances.
Discrepancy reconciliation
Identifies exceptions across AR, AP, and inventory and links each discrepancy back to its source transactions.

FAQ

Frequently asked questions.

What does the Finance Agent reconcile?

It matches BOLs, scale weights, settlements, and freight invoices continuously, and identifies exceptions across AR, AP, and inventory — linking each discrepancy back to its source transactions.

Our mill settlements arrive in every format imaginable. Does that matter?

No. Upload them as spreadsheets, screenshots, or PDFs. The AI extracts the structured data, auto-reconciles against shipments, and surfaces variances for review.

Does it post anything without us?

No. Routine activity processes automatically against thresholds you set and exceptions route to your team. Every action is logged, reviewable, and requires human approval.

Where do draft invoices and settlements come from?

From completed tickets and shipments, with full material detail, pricing, and adjustments already applied. Discrepancies surface before finalization rather than after.

How does it shorten close?

Payment matching happens as payments arrive rather than at month-end, so upstream issues are caught during the month instead of during close.

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