← All agents
🧾Finance

Invoice & Accounts Agent

Reads invoices, reconciles them, and flags what needs a human.

🧾demo · invoice-ops.mp4

Enter a few details to watch the Invoice & Accounts Agent run on a real task.

Unlock the Invoice & Accounts Agent demo · no spam.

Replaces

Finance staff keying invoice data by hand, matching POs, and chasing mismatches across spreadsheets.

What it does

Forward invoices or point it at an inbox. The agent extracts every line item, matches it to your records, posts clean entries, and escalates only the exceptions.

Best for

Growing businesses, finance teams, bookkeeping firms.

90%+
straight-through
40%
less manual work
min
not days, to close

How it works

01

Extract

Reads PDFs and email invoices, pulling vendor, totals, and line items.

02

Reconcile

Matches each invoice to POs and records, catching duplicates and mismatches.

03

Escalate

Posts clean entries and pings a human only for the exceptions worth their time.

Connections

Your tools

Gmail

QuickBooks

Xero

🧾

Invoice & Accounts Agent

Active

Where results land

Google Sheets

Slack

What you get

  • Faster monthly close with far fewer keystrokes
  • Duplicate and mismatch detection before money goes out
  • A clean audit trail for every processed invoice

Stop doing it by hand.

Book a 30-minute demo and watch one of our agents take over a task your team does manually today.