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Named a 2025 Gartner® Magic Quadrant™ Leader for RPA.Recognized as a Leader for the Seventh Year in a Row Download report Download report
Cut AP processing costs by up to 80%
Eliminate late fees and capture every discount with AI agents for AP.
Approve contracts in half the time
Erase service delays with AI agents for contract management.
Faster cycles, lower cost
Compress cycle times toward best-in-class benchmarks and eliminate delay-causing handoffs. Orchestrate RPA bots for data entry, API calls to validate against SAP and NetSuite, and human approvals for high-value exceptions — coordinating all three to reduce costs and speed your close.
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Raise straight-through processing and quality
Shift teams from exceptions to strategic work. AI agents drive 2/3-way matching, duplicate checks, and policy validation to push invoices straight through without exceptions. That means higher STP rates, less firefighting, and capacity for cash optimization, forecasting, and stakeholder reporting.
Compliance-by-design
Erase the compliance gaps and audit risk from manual processes with AI agents orchestrated to follow policies to the letter, document every action with immutable audit trails, and maintain SOC 1 Type 2, SOC 2 Type 2, ISO 27001, and HITRUST certifications to support SOX audits and reduce regulatory risk.
Learn moreDeploy agentic automation across FinOps
- Accounts Payable
- Accounts Receivable
- Financial Ops/Record-to-Report
- Treasury and Cash Management
- Tax and Compliance
Accounts Payable
Accelerate AP across capture, validation, and approvals. Run invoice processing, 2/3-way matching, duplicate detection, and payment routing with agentic automation to shrink costs and cycles.
- Vendor onboarding
- Invoice capture & validate
- PO matching (2/3-way)
- Exception handling
- Duplicate detection
- Payments and remittance
- Travel and expense audits
- AP reporting
Accounts Receivable
Collections delays hurt cash flow and working capital. Automate customer setup, invoicing, collections outreach, and cash application with AI agents to speed AR cycles and optimize working capital.
- New customer setup
- Sales order entry
- Invoice creation
- Collections outreach
- Cash application
- Deductions handling
- AR reporting
Financial Ops/Record-to-Report
Month-end pulls finance teams from strategic analysis. Handle reconciliations, journal entries, and regulatory reporting with agentic automation to compress close cycles and free capacity for forecasting.
- Reconciliations
- Journal entry automation
- Intercompany settlements
- Master data management
- Revenue recognition
- Fixed-asset accounting
- Reg & external reporting
Treasury and Cash Management
Fragmented cash data creates blind spots in working capital management. Consolidate statements, validate payments, monitor fraud, and forecast liquidity with AI agents to improve cash and ensure visibility.
- Consolidate bank statement
- Cash position reporting
- Payment file validation
- FX exposure and hedging
- Liquidity forecasting
- Fraud monitoring
Tax and Compliance
Rising compliance pressure ups audit burden and regulatory risk. Validate tax codes, automate filings, calculate VAT/GST, and source data for reports with agentic automation to meet compliance requirements.
- Tax code validation
- Periodic filings
- Tax provisioning
- VAT/GST calculation
- Data sourcing and reconciliation
- Regulatory reporting
- Entity-level compliance checks
Proven results in finance and accounting
Explore more in agentic automation
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Reshaping FinOps with AI agents
Agentic automation is resetting the status quo—here’s what you need to know.
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Guide
Where AI applies in AP
Real use cases for agentic AI to cut manual work by 80% and reach 90% STP.
Get the guide
Webinar
Frequently asked questions
What makes agentic automation for finance & accounting different from traditional AP automation?
Agentic automation for finance and accounting orchestrates work across systems, automations, APIs, and people rather than automating tasks in isolation. Unlike traditional AP automation that focuses on individual steps, agentic automation coordinates invoice capture, validation, matching, routing, approvals, and payment across the full process while maintaining audit-ready controls.
Can agentic automation for finance & accounting work across disconnected finance systems?
Agentic automation for finance and accounting works across disconnected systems by orchestrating workflows across ERP, AP platforms, banking systems, and procurement tools. This orchestration layer connects processes that span teams and systems, eliminating handoffs and enabling finance work to run end to end instead of in isolated silos.
Can agentic automation for finance & accounting improve straight-through-processing rates?
Yes. Agentic automation for finance and accounting improves straight-through-processing rates by automating matching, duplicate checks, and policy validation. More invoices flow through without exceptions, shifting teams away from firefighting and toward higher-value work such as cash optimization, forecasting, and stakeholder reporting.
How does agentic automation for finance & accounting support SOX compliance and audit requirements?
Agentic automation for finance and accounting supports SOX and audit requirements through immutable audit trails, role-based controls, and centralized governance. Automated workflows follow defined policies consistently, documenting every action to reduce audit risk and close compliance gaps created by manual processes.
How can agentic solutions work for you?
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