AI automations for Finance & Accounting
Get paid, keep the books right. Every one starts in watch-only mode and does only as much on its own as you allow.
What can AI automate in finance and accounting?
AI can turn accepted estimates and orders into rule-checked invoices that finance approves, match receipts to card spend and code each expense, and chase missing timesheets. All 4 are available now. Each starts in Shadow mode and changes nothing until you approve.
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Automations
14 automations for Finance & Accounting
Invoice Automation
Finance & Accounting
Checked invoices, approved by finance, no re-typing.
Turns accepted estimates, orders and milestones into rule-checked invoices in your accounting system. Finance approves every one before it goes out.
Works with AsanaGoogle SheetsJira+5 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePayment Reminder
Finance & Accounting
Polite payment reminders that stop when paid.
Open invoices get polite reminders on your schedule, with payment links. Reminders stop the moment an invoice is paid or disputed.
Works with GmailOutlookQuickBooks+3 more apps
Approval for money/legal actionsOutbound follow-upsLearn moreExpense Categorizer
Finance & Accounting
Every card spend coded, checked and receipted.
Matches receipts to card transactions, picks the expense account and tax code, checks policy and duplicates, and posts to QuickBooks, Xero or Zoho Books.
Works with GmailOutlookQuickBooks+4 more apps
Review for important actionsDocument reading & checkingLearn moreTimesheet Collector
Finance & Accounting
On-time timesheets, without the Friday chase.
Reminds people with missing timesheets, checks every entry by rule, sends managers a short exceptions summary, and exports only approved hours.
Works with ClockifyGoogle DriveHarvest+2 more apps
Review for important actionsOutbound follow-upsLearn more- Book a demo
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Report Generator
Analytics & Reporting
Your management report, on time, every number traced.
Builds your weekly or monthly management report from approved metrics, adds a short "what changed and why", and sends it after the owner approves.
Works with GmailGoogle DocsGoogle Sheets+4 more apps
Review for important actionsReports & insightsLearn more Proposal Generator
Sales & CRM
On-brand proposals with prices from your price book.
When a deal reaches the proposal stage, a correct proposal draft with prices from your price book is ready for approval within minutes.
Works with DocuSignGoogle DocsHubSpot+1 more apps
Review for important actionsContent & draftsLearn moreData Entry Automation
Operations & E-commerce
Documents in, checked records out.
Reads forms, emails, PDFs and scans, fills your fields, validates and de-duplicates them, then writes clean records to your Google Sheet.
Works with Google DriveGoogle FormsGoogle Sheets
Review for important actionsDocument reading & checkingLearn moreDocument Classifier
Productivity & Projects
Every file named, tagged and filed.
Reads each new file in your inbox folder, tags its type, date, parties and deadlines, gives it a standard name and moves it.
Works with AsanaDropboxGoogle Calendar+5 more apps
StandardDocument reading & checkingLearn moreInventory Monitor
Operations & E-commerce
Catch stockouts early, reorder in one click.
Finds likely stockouts, excess and expiring stock per item and location each morning, and gives buyers a ready purchase suggestion to approve.
Works with GmailMicrosoft TeamsNetSuite+4 more apps
Review for important actionsMonitoring & alertsLearn moreOrder Processing
Operations & E-commerce
Customer POs to checked sales orders, fast.
Reads emailed and uploaded purchase orders, checks customer, price, stock, credit and duplicates by rule, and creates the sales order after approval.
Works with GmailNetSuiteSAP S/4HANA+1 more apps
Approval for money/legal actionsData sync between appsLearn moreContract Analyzer
Legal & Compliance
Spot risky clauses and renewal dates fast.
Summarises each contract's key terms with clause citations, compares it to your playbook, flags red lines, and puts renewal deadlines in the calendar.
Works with DocuSignGoogle CalendarGoogle Drive+2 more apps
Approval for money/legal actionsDocument reading & checkingLearn morePrice Monitoring
Operations & E-commerce
Compare prices fairly, act on real gaps.
Tracks competitor and supplier prices for your key products, compares only true like-for-like offers, and alerts you when a meaningful price gap opens.
Works with Amazon (Selling Partner)eBayGmail+3 more apps
Review for important actionsMonitoring & alertsLearn moreAd Performance Monitor
Marketing & Growth
Catch ad overspend and broken campaigns fast.
Watches Google and Meta ad spend every few hours, flags overspend and broken tracking fast, explains likely causes, and never changes budgets without approval.
Works with GmailGoogle AdsMeta Ads+1 more apps
Review for important actionsMonitoring & alertsLearn moreBusiness Insights Dashboard
Analytics & Reporting
One trusted set of business numbers.
One dashboard of approved KPIs with freshness and gaps shown, plus plain-language answers and summaries where every number traces to a tested query.
Works with GmailGoogle SheetsHubSpot+4 more apps
Review for important actionsReports & insightsLearn more
Questions about AI for Finance & Accounting
FAQStart with one Finance & Accounting job
Tell us your apps and the task that takes the most time. We will show the automation in watch-only mode on your own data.