//AI agents and automations for finance
Invoices coded, spend checked,
runway current to yesterday.
You review, then it posts.
We build custom AI agents and workflows that slot into the Xero, ERP and spreadsheets you already run. They add a layer of intelligence, automation and advantage.
Agent 01
Invoice processing
Every supplier invoice read, matched to its purchase order, coded to the right cost centre and queued in Xero with the exceptions pulled out first.
Agent 02
Expenses and card spend
Every receipt read, every card transaction matched, policy checked line by line, and only the breaches and the missing receipts reach a person.
Agent 03
Cash and runway
Bank, billing and payroll pulled every morning, the cash position rebuilt, runway recalculated and the collections list ordered by what is actually recoverable.
Agent 04
Budget and board pack
Actuals against budget, every variance explained in a sentence, the charts rebuilt and the commentary drafted in your house wording, five days before the meeting.
//Contact us
Show us how you work. We'll send back a free quote for what we'd automate first.
A short call about your tools and where the hours go. No deck, no discovery phase, no retainer to get an answer.