AI Workflows
AI automation for finance teams
We build agentic AI workflows for the repetitive side of finance: chasing invoices, coding expenses, preparing month-end and summarising cash. The agent prepares and checks; a person approves anything that moves money or goes to a customer.
What we build
Workflows that fit how your team already works
Invoice chasing
Finds overdue invoices, drafts a polite reminder matched to each customer’s history, and queues it for a person to approve and send.
Expense coding
Reads receipts and statements, suggests the right account and cost centre, and flags anything missing or out of policy.
Month-end preparation
Works through your month-end checklist, pulls the figures together and lists the items that need a person before the books close.
Cash and spend summaries
A short weekly note on cash in, cash out and anything unusual, written in plain English for the people who need it.
What stays with your team
The agent does the legwork. People make the calls.
- Payments, journals and anything that changes the books: always approved by a person.
- Access is read-only wherever possible, agreed with you before the build.
- Your accountant’s rules and your own policies are written into the agent’s instructions.
Every workflow is built on tools you already use and handed over with training. See how an AI workflow project runs, from the first call to handover.
Questions people ask
Is it safe to use AI on financial data?
We build on business accounts with data controls switched on, keep data in the systems you already trust, and design every workflow so a person approves anything that leaves the business.
Which accounting software does it work with?
Commonly Xero, QuickBooks and spreadsheets, plus your email for chasing. We confirm the connections during the workflow map.
Does it replace our bookkeeper or accountant?
No. It takes the repetitive preparation off their plate so their time goes on the judgement calls.
Got a finance task that eats your Fridays?
Book a 30-minute call and we will map whether an agent can take it on.
Would your team rather learn to build these themselves? See AI training for employees.