Solutions · Finance
Take the routine off the queue. Keep the controls.
Finance carries two pressures at once — a flood of small, repetitive requests and zero tolerance for getting the controlled stuff wrong. The AI Assistant absorbs the first without loosening the second: it handles the clean majority in-flow and routes only genuine exceptions to a person, with sign-off kept human wherever money moves.
See it in action
The Assistant on a real task.
Finance policy and approval workflow
CFO signs off above threshold
Policy answer and approval route
What it absorbs
Three workflows carry it.
High-frequency, low-judgement
The everyday payroll questions, answered instantly.
What's my pay date, where's my payslip, how do I update my bank details — through connections to the payroll/HRIS system, an employee asks in plain language and gets an instant, accurate answer from the system of record, or makes a routine self-service change like adjusting direct-deposit details — without a ticket or a wait.
Sensitive by design
A direct-deposit change is fraud-sensitive, so the Assistant confirms identity (step-up verification) before it touches the record, and the change is logged in full. Two-minute self-service for the employee; a complete, auditable trail for finance.
Policy-check at volume
Clear the clean majority. Flag only the exceptions.
An employee submits a claim in conversation; the Assistant checks it against the expense policy held in a Knowledge Base, clears the clean majority for approval, and flags only genuine exceptions for a human — so reviewers spend time on the handful that need judgement. For travel, it handles the cash advance in the same place — checked against policy and entitlement, filed, and routed for approval.
NextNext
Run as an ambient agent, the same policy check happens continuously, not in a month-end scramble.
Compress the hand-offs
From “I need this” to a matched invoice.
Procure-to-pay is a long chain — need, requisition, approval, PO, goods receipt, invoice, payment — and most delay is hand-offs and manual matching. The Assistant compresses both ends: raise a requisition conversationally (“I need 10 licences of X for my team”); it captures a standard structured form and routes it for approval by amount and department, then generates the PO on approval. At the back end it runs the three-way match against PO and goods receipt, clearing what reconciles and flagging exceptions for AP. Packaged as a Skill, the procedure runs the same way every time.
Money moves with human sign-off
The Assistant does the assembly and the checking, not the paying.
Proof points
What improves for Finance.
Concrete outcomes, example systems involved, and the controls buyers expect to see before rollout.
Example integrations for this team
Where the permission model earns its keep
The strict lane.
Absorb the routine — without loosening a control.
Book a demo and we'll show the Assistant on your payroll, expense, and P2P flows.