FINANCE

AI Worker for Finance.
Runs the high-volume finance work, accurately, every day.

Handles the repetitive, deadline-driven finance work, invoice processing, close checklists, variance commentary and AR/AP follow-ups.

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How it works

Finance & Accounting, end to end.

A typical run, from request to resolution. Every step is logged, policy-checked and reversible.

Step 01

Invoice received

Email or portal

Step 02

Data extracted

OCR + validation

Step 03

3-way match

PO / GRN / invoice

Step 04

Exception or auto-post

By tolerance rules

Step 05

Payment scheduled

Per terms

Step 06

Ledger updated

In SAP FI/CO

Use Cases

What this worker does.

Invoice processing

Extracts, validates and codes vendor invoices; posts clean ones and queues exceptions.

Month-end close

Runs the close checklist across entities, chases owners on late items and posts recurring JVs.

Variance commentary

Drafts P&L variance commentary with drill-downs into the underlying drivers.

AR follow-ups

Sends escalating AR reminders on WhatsApp and email; captures dispute reasons back to SAP.

Expense audit

Reviews T&E claims against policy and flags outliers before manager approval.

Statutory filings prep

Prepares GST, TDS and MSME reporting drafts from ledger data for the finance team's review.

A Day In The Life

An example conversation.

Finance & Accounting · Teams

Controller

Why is Plant 3 conversion cost 6% above budget this month?

AI Worker

Two drivers: (a) power cost is up 4.1%, grid tariff revision effective 1st of the month; (b) consumables are up 9%, a one-time bulk purchase of separator film. Underlying rate is in line with budget. Drafted commentary in the review deck, tab 'Plant 3, Conv Cost'.

Integrations