AI Agents for Finance
Add intelligence to everyday finance operations
Build an Agent with defined responsibilities, rules, tools and limits. Use it to support: • Invoice review • Financial information requests • Billing support • Payment-related tasks • Report preparation • Financial analysis • Document checks • Exception investigation The Agent business-function catalogue includes Banking & Financial Services, Billing & Payments, Accounting & Bookkeeping, and Financial Analysis & Reporting.
Explore AI AgentsWorkflows for Finance Operations
Make repeatable financial processes run the way you designed them
Create clear paths for finance operations. Use conditions to decide whether a step should run. Use priority when several sources provide the same information, and transform data when one system expects a different format.
Explore Chain WorkflowExample workflow
For example:
Result
Fewer repetitive steps, faster processing, and clearer control over how financial work moves through your business.