Finance Assistant

The Finance Assistant checks quotes and invoices against supplier terms and prepares finance drafts for a person to decide on.

Starter workflows

When an owner or admin hires it from Agents -> Hire an agent, it brings these workflows as drafts that you turn on one by one in Agent Builder:

• Check an invoice against terms (Ask me to): compares an invoice with the supplier's agreed terms and earlier invoices, flags every mismatch in price, quantity, dates or terms with the exact figures and where the agreed value came from, and recommends approve, question or reject.
• Review a quote (Ask me to): looks for underbilled lines, missing items and terms that differ from the contract and price list.
• Weekly payables summary (Runs automatically, every Monday at 08:00 Helsinki time): what is due this week, what looks wrong and what needs a decision, delivered to the Inbox.

What it works from

Company memory, Knowledge sources such as contracts and price lists, and the invoice or quote you give it. Connections to accounting systems are planned for this role and are not available yet.

What needs approval

The agent recommends; a person decides. It does not pay, post or change anything in another system on its own, and any such action would follow that action's trust level.