4.8 (2500+) Reviews on
trustpilot
4.8 (2500+) Reviews on
trustpilot
AI agents for finance workflows
AI agents for finance workflows
Automate bookkeeping, AP, card management, and reporting from a single AI-powered dashboard built for modern finance teams.
Automate bookkeeping, AP, card management, and reporting from a single AI-powered dashboard built for modern finance teams.
Discover More
Discover More
Discover More
Welcome back, Sam
Track, manage and forecast your customers and orders.
Inbox
Transactions
Add expense
My Task
Pending
Approve Weekly Bills
Duration: Oct 25 - Oct 30
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Trends of Spend
100%
75%
25%
0%
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Recent Expenses
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
How to Guides
Getting Started with Expenses
Learn how to add, categorize, and manage expenses in minutes.
Approvals & Reconciliation
Step-by-step guide to approve expenses & reconcile accounts.
Understanding Spend Trends
See how to track spending patterns and forecast future costs.
Generating Reports
Quickly create detailed reports to share with your team.
Acme.co
Search for bills, items etc...
SW
Spend by category
Total
$299
Motor Vehicle
$175
Office Expense
$254
Rent
$884
Bank Reconciliation
Savings account
10 Reconciled
$500
Current account
10 Reconciled
$500
Pending transaction
20
Bills to Pay
3 Bills Overdue
$1,20,000
4 Bills Overdue
$1,20,000
5 Bills Overdue
$1,20,000
Welcome back, Sam
Track, manage and forecast your customers and orders.
Inbox
Transactions
Add expense
My Task
Pending
Approve Weekly Bills
Duration: Oct 25 - Oct 30
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Trends of Spend
100%
75%
25%
0%
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Recent Expenses
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
How to Guides
Getting Started with Expenses
Learn how to add, categorize, and manage expenses in minutes.
Approvals & Reconciliation
Step-by-step guide to approve expenses & reconcile accounts.
Understanding Spend Trends
See how to track spending patterns and forecast future costs.
Generating Reports
Quickly create detailed reports to share with your team.
Acme.co
Search for bills, items etc...
SW
Spend by category
Total
$299
Motor Vehicle
$175
Office Expense
$254
Rent
$884
Bank Reconciliation
Savings account
10 Reconciled
$500
Current account
10 Reconciled
$500
Pending transaction
20
Bills to Pay
3 Bills Overdue
$1,20,000
4 Bills Overdue
$1,20,000
5 Bills Overdue
$1,20,000
Welcome back, Sam
Track, manage and forecast your customers and orders.
Inbox
Transactions
Add expense
My Task
Pending
Approve Weekly Bills
Duration: Oct 25 - Oct 30
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Advanced discrete definition
Duration: Feb 26 - Mar 2
Multi-layered demand-driven
Duration: Oct 25 - Oct 30
Trends of Spend
100%
75%
25%
0%
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Recent Expenses
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Pending approval
Office Supplies
Jan 23 2022
$500
Published
How to Guides
Getting Started with Expenses
Learn how to add, categorize, and manage expenses in minutes.
Approvals & Reconciliation
Step-by-step guide to approve expenses & reconcile accounts.
Understanding Spend Trends
See how to track spending patterns and forecast future costs.
Generating Reports
Quickly create detailed reports to share with your team.
Acme.co
Search for bills, items etc...
SW
Spend by category
Total
$299
Motor Vehicle
$175
Office Expense
$254
Rent
$884
Bank Reconciliation
Savings account
10 Reconciled
$500
Current account
10 Reconciled
$500
Pending transaction
20
Bills to Pay
3 Bills Overdue
$1,20,000
4 Bills Overdue
$1,20,000
5 Bills Overdue
$1,20,000
Trusted by 1,000+ accountants & business owners.
Trusted by 1,000+ accountants & business owners.
Solutions
Solutions
Solutions
Smart AI solutions for finance workflow
Unlock smooth, automated workflows with smart tools that reduce manual work, speed up decisions team efficiency.
Document processing
AI extracts and organises invoices, receipts, and more instantly.
Document processing
AI extracts and organises invoices, receipts, and more instantly.
Document processing
AI extracts and organises invoices, receipts, and more instantly.
Bookkeeping
AI supports coding, reconciliations, and day-to-day accounting tasks.
Bookkeeping
AI supports coding, reconciliations, and day-to-day accounting tasks.
Bookkeeping
AI supports coding, reconciliations, and day-to-day accounting tasks.
Accounts Payable
Streamline bill intake, approvals, and payment workflows.
Accounts Payable
Streamline bill intake, approvals, and payment workflows.
Accounts Payable
Streamline bill intake, approvals, and payment workflows.
Reporting
Surface insights, track spend, and highlight anomalies in real time.
Reporting
Surface insights, track spend, and highlight anomalies in real time.
Reporting
Surface insights, track spend, and highlight anomalies in real time.
Compliance
Keep every workflow policy-aligned with automated checks.
Compliance
Keep every workflow policy-aligned with automated checks.
Compliance
Keep every workflow policy-aligned with automated checks.
Card Management
AI matches card transactions and chases missing receipts.
Card Management
AI matches card transactions and chases missing receipts.
Card Management
AI matches card transactions and chases missing receipts.
Features
Features
Features
Intelligent AI agents work
Our AI agents handle tasks, learn from behavior, and adapt in real-time giving you more time to focus on what matters.
Document processing
Extract and process invoices, receipts, and financial docs instantly.
Document processing
Extract and process invoices, receipts, and financial docs instantly.
Document processing
Extract and process invoices, receipts, and financial docs instantly.
Inbox automation
Process all accounts emails as they arrive to remove the busy work.
Inbox automation
Process all accounts emails as they arrive to remove the busy work.
Inbox automation
Process all accounts emails as they arrive to remove the busy work.
Intelligent recomendations
Get AI-powered coding suggestions for every expense.
Intelligent recomendations
Get AI-powered coding suggestions for every expense.
Intelligent recomendations
Get AI-powered coding suggestions for every expense.
Reporting
See real-time spend insights and financial summaries.
Reporting
See real-time spend insights and financial summaries.
Reporting
See real-time spend insights and financial summaries.
Workflow automation
Automate repetitive finance tasks with custom rules.
Workflow automation
Automate repetitive finance tasks with custom rules.
Workflow automation
Automate repetitive finance tasks with custom rules.
AI Automation
AI Automation
AI Automation
AI agents built to remove manual work permanently
Smarter Timing for Faster Workflows
he Workflow Time Optimizer monitors your automated processes, flags delays, and gives data-driven recommendations to speed things up
View Details
Smarter Timing for Faster Workflows
he Workflow Time Optimizer monitors your automated processes, flags delays, and gives data-driven recommendations to speed things up
View Details
Smarter Timing for Faster Workflows
he Workflow Time Optimizer monitors your automated processes, flags delays, and gives data-driven recommendations to speed things up
View Details
ai-Driven Form Parsing and Workflow Automation
Our Form Intelligence agent scans, parses, and routes information from forms, surveys, or uploaded documents in real time.
View Details
ai-Driven Form Parsing and Workflow Automation
Our Form Intelligence agent scans, parses, and routes information from forms, surveys, or uploaded documents in real time.
View Details
ai-Driven Form Parsing and Workflow Automation
Our Form Intelligence agent scans, parses, and routes information from forms, surveys, or uploaded documents in real time.
View Details
Integrations
Integrations
Integrations
Instant Integrations
Xero
Sync bills, receipts, and payments while AI automates coding and approvals.
Connect
Xero
Sync bills, receipts, and payments while AI automates coding and approvals.
Connect
Xero
Sync bills, receipts, and payments while AI automates coding and approvals.
Connect
Quickbooks Online
Pull in invoices, expenses, and vendors to power AI-driven finance workflows.
Connect
Quickbooks Online
Pull in invoices, expenses, and vendors to power AI-driven finance workflows.
Connect
Quickbooks Online
Pull in invoices, expenses, and vendors to power AI-driven finance workflows.
Connect
Gmail
Automatically capture receipts, invoices, and financial docs from your inbox.
Connect
Gmail
Automatically capture receipts, invoices, and financial docs from your inbox.
Connect
Gmail
Automatically capture receipts, invoices, and financial docs from your inbox.
Connect
Outlook
Process incoming bills and receipts directly from your Outlook mail.
Connect
Outlook
Process incoming bills and receipts directly from your Outlook mail.
Connect
Outlook
Process incoming bills and receipts directly from your Outlook mail.
Connect
Excel
Sync spreadsheets to analyse spend, budgets, and transaction data instantly.
Connect
Excel
Sync spreadsheets to analyse spend, budgets, and transaction data instantly.
Connect
Excel
Sync spreadsheets to analyse spend, budgets, and transaction data instantly.
Connect
Custom
Connect any internal system or app to automate your finance workflows.
Connect
Custom
Connect any internal system or app to automate your finance workflows.
Connect
Custom
Connect any internal system or app to automate your finance workflows.
Connect
How It’s work
How It’s work
How It’s work
Setup your AI workflows
Deploy intelligent AI agents without technical effort. Just connect your tools, define
Connect tools
Easily integrate your existing apps like Slack Google Docs, CRMs, and more.
Connect tools
Easily integrate your existing apps like Slack Google Docs, CRMs, and more.
Connect tools
Easily integrate your existing apps like Slack Google Docs, CRMs, and more.
Deploy agents
Choose or build AI agents to automate tasks, workflows, and decisions instantly.
Deploy agents
Choose or build AI agents to automate tasks, workflows, and decisions instantly.
Deploy agents
Choose or build AI agents to automate tasks, workflows, and decisions instantly.
Track & Improve
Monitor results in real time optimize performance with AI-powered insights.
Track & Improve
Monitor results in real time optimize performance with AI-powered insights.
Track & Improve
Monitor results in real time optimize performance with AI-powered insights.
Testimonials
Testimonials
Testimonials
Trusted by modern teams
Our solution empowers forward-thinking teams to collaborate seamlessly, boost productivity, and innovate faster.
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Esther Howard
Product Manager, Taskway
5.0
"The system is built for our needs mainly focused on efficiency, visibility, and time savings."
Brooklyn Simmons
Team Lead, QuickFlow CRM
5.0
"This platform is perfectly aligned with our goals especially in automation and operational clarity."
Ralph Edwards
Director of Admin, BrightPath
5.0
"It’s the right solution for our business especially in automating routine tasks and saving hours."
Darlene Robertson
Director, LogiSync
5.0
“Agent automation fits our objectives well, particularly in eliminating repetitive work and improving flow."
Bessie Cooper
Operations Lead, FlexLogix
5.0
"These AI agents serve our operational needs perfectly especially in reducing task errors and delays."
Pricing
Pricing
Pricing
Start small, scale with AI
Flexible plans built for teams automating repetitive tasks and scaling smarter workflows.
Starter
Free
Perfect for small teams just starting
15 credits
Sandbox mode (unlimited)
Embed for internal tools
Per-document usage: $0.10/doc
API access for testing
API access for testing
Get Started
Starter
Free
Perfect for small teams just starting
15 credits
Sandbox mode (unlimited)
Embed for internal tools
Per-document usage: $0.10/doc
API access for testing
API access for testing
Get Started
Starter
Free
Perfect for small teams just starting
15 credits
Sandbox mode (unlimited)
Embed for internal tools
Per-document usage: $0.10/doc
API access for testing
API access for testing
Get Started
Growth
$79
/ month
For growing teams ready to automate
300 Credits
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
100 documents/month included
Get Started
Save 20%
Growth
$79
/ month
For growing teams ready to automate
300 Credits
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
100 documents/month included
Get Started
Save 20%
Growth
$79
/ month
For growing teams ready to automate
300 Credits
Real-time task automation
Smart document processing
Email + live chat support
100 documents/month included
100 documents/month included
Get Started
Save 20%
Pro
$299
/ month
Unlimited agents and workflows
1000 Credits
AI model integrations
Priority API access
Advanced analytics & insights
Team roles & permission
Team roles & permission
Get Started
Pro
$299
/ month
Unlimited agents and workflows
1000 Credits
AI model integrations
Priority API access
Advanced analytics & insights
Team roles & permission
Team roles & permission
Get Started
Pro
$299
/ month
Unlimited agents and workflows
1000 Credits
AI model integrations
Priority API access
Advanced analytics & insights
Team roles & permission
Team roles & permission
Get Started
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
Do I need technical skills to set this up?
By managing repetitive duties such as dispatch, document management, and customer chats, our agents free up your staff to focus on what truly matters.
What can your AI agents automate?
How secure is my data?
Can I test agents before going live?
What tools can I integrate with?
What if I need a custom AI workflow?
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
Do I need technical skills to set this up?
By managing repetitive duties such as dispatch, document management, and customer chats, our agents free up your staff to focus on what truly matters.
What can your AI agents automate?
How secure is my data?
Can I test agents before going live?
What tools can I integrate with?
What if I need a custom AI workflow?
Help & Support
Frequently asked questions?
Helping you understand how Finance AI delivers security, compliance, and smarter financial automation.
Do I need technical skills to set this up?
By managing repetitive duties such as dispatch, document management, and customer chats, our agents free up your staff to focus on what truly matters.
What can your AI agents automate?
How secure is my data?
Can I test agents before going live?
What tools can I integrate with?
What if I need a custom AI workflow?
Let AI take the busywork off your team’s plate
From dispatching and documents to messages and reports automate the tasks your team shouldn’t be doing manually.
Get 14 days free trial
Let AI take the busywork off your team’s plate
From dispatching and documents to messages and reports automate the tasks your team shouldn’t be doing manually.
Get 14 days free trial
Let AI take the busywork off your team’s plate
From dispatching and documents to messages and reports automate the tasks your team shouldn’t be doing manually.
Get 14 days free trial