Skip to content
Your Company OS: Connect. Automate. Collaborate.

Departments · Your Company OS

AI Agents for Finance & Administration

Automate time-consuming financial processes with AI agents that process invoices, follow up on receivables, monitor compliance and generate reports 24/7.

Schedule a free consultationSee all AI agents
Twee teamleden bekijken processtappen op papierFinance
24/7
autonomously active
EU
GDPR-proof setup
NL
for teams in the Netherlands
Presentatie over AI-collega’s voor een groep deelnemers

Your Company OS for your department

Finance and administration teams spend a large part of their week on manual, repetitive tasks: processing invoices, checking payments, following up on receivables, performing reconciliations and creating reports. AI agents for finance take over these tasks, work flawlessly and are active 24/7, without burnout, sick leave or errors from fatigue.

CONNECT. AUTOMATE. COLLABORATE.

Your Company OS for Finance: one place for systems, team and AI colleagues

  1. Connect

    Your systems come together in one place: your mailbox, ERP and accounting software, such as Exact Online, SAP, Twinfield and QuickBooks.

  2. Automate

    Recurring work runs by itself: processing invoices, following up on receivables, reconciling bank transactions and preparing reports, with dashboards that show what is happening.

  3. Collaborate

    Your team and your AI colleagues work in the same place on the same files. The agent prepares the posting and a person approves it: you decide.

5 Concrete Use Cases for AI Agents in Finance

What Your Company OS takes over in your field, on your own systems and with your team in charge.

1. Intelligent Invoice Processing

An AI agent scans incoming invoices (PDF, email, EDI), extracts relevant data, validates against purchase orders and automatically books in your ERP or accounting system. The agent prepares the booking; a person approves it.

2. Proactive Accounts Receivable Management

The agent monitors outstanding invoices, automatically sends reminders at the right time, escalates when payment is delayed and generates a daily overview of receivables status. Result: outstanding items are followed up on time, instead of when someone remembers.

3. Automatic Bank Reconciliation

AI agents automatically match bank statements with bookings in your administration, identify discrepancies and generate a reconciliation report. What used to take hours is now a matter of minutes.

4. Compliance & Audit Preparation

The agent continuously monitors for compliance deviations, generates audit trails for all financial transactions and automatically prepares documentation for (external) audits.

5. Management Reports & Forecasting

Automatically generated management reports on a daily, weekly or monthly basis. The agent collects data from multiple sources, consolidates, visualizes and distributes, on time, always current.

FAQ

Frequently asked questions about AI agents for Finance

Which accounting software and ERP systems does a finance AI agent integrate with?+
Your Company OS builds finance AI agents that integrate with most common systems: Exact Online, SAP, Microsoft Dynamics 365 Finance, Oracle NetSuite, Twinfield and QuickBooks. Custom integrations with legacy systems are also possible.
Is automatic invoice processing by AI GDPR-compliant?+
Yes. Your Company OS implements all finance AI agents with privacy by design: minimal data retention, encrypted storage, audit logging and a data processing agreement.
How accurate is an AI agent at invoice recognition?+
AI invoice recognition reads structured invoices and extracts the fields automatically. Exceptions are automatically escalated to a staff member. Over time, the system learns from corrections and improves accuracy.
Can an AI agent handle international invoices and currencies?+
Yes. Finance AI agents can process invoices in multiple languages and currencies, automatically convert and report in the desired currency. Support for VAT regimes in different countries is also possible.
What are the costs and how quickly is the payback period?+
You start with a 4-week onboarding period. We onboard your AI colleague together with you on your own processes and systems, tested with real work. We agree the rate with you in advance. It is a low-threshold way to find out what your AI colleague will mean for your organisation. Afterwards you decide whether to extend the trial; if it stays, Your Company OS works with a fixed service per 4 weeks including management, further development and support.

How Your Company OS works

Systems, team and AI colleagues in one place.

In Your Company OS your systems, your team and your AI colleagues come together. The AI colleagues pick up the recurring work inside your own systems, and you stay in charge.

See how it works Guide
CyrillCyrill CoordinationDistributes the work and keeps an eye on the result.Frits FinancieelFrits FinanceInvoices, reminders and overviews.

NEXT STEP

Ready to Automate Your Finance?

Discover in a no-obligation conversation which financial processes in your organization are most suitable for AI agent automation.

JarnoTijnAnne-MaritPeter
Schedule a free consultationSee all AI agents