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
An employee requests a travel advance; the Assistant checks the finance policy knowledge base, verifies entitlement, routes for approval, and shows an audit trail.
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.
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.