AI in finance operations.

Measure reconciliation and invoice agents through accuracy, exceptions, and analyst corrections.

Example workflow

Where agents work.

Reconciliation bot: Matches transactions across bank, AR, AP, and the GL, flags exceptions, and defers to accounting overrides.
Invoice triage: Reads inbound invoices, classifies them, and routes them for approval against the approval matrix.
Anomaly scanner: Monitors GL activity for unusual patterns and surfaces items for analyst review.
FP&A copilot: Drafts variance commentary and first-cut budget-versus-actuals for analyst sign-off.
Collections assistant: Drafts dunning emails, recommends call priorities, and tracks customer responses.

Closed-on-time rate: Agent-owned close tasks finished inside the close calendar.
Exception-discovery accuracy: Agent-flagged anomalies confirmed by an analyst.
Analyst override rate: Frequency of analyst overrides of agent output.
Days sales outstanding (DSO): DSO on agent-owned accounts versus baseline accounts.
Manual-touch rate: Agent-handled documents requiring human follow-up.

Measurement depends on your source records and mapping. These are signals to evaluate, not automatically collected metrics.

Source coverage and outcome attribution depend on the records you provide.

We’ll review your source data and agree what to measure.