Role · Finance
Finance teams spend a large part of the month matching, checking and chasing: invoices against orders, suppliers against registries, balances against statements. AI agents can do the matching and the chasing and leave your team the judgment. Infosistema connects them to your ERP, banks and documents, and every posting they prepare stays traceable for the auditor.
The ones with a clear reference to check against: an order, a contract, a registry, a bank statement. Here are the 5 we look at first with most finance teams.
The agent reads each invoice from email or the supplier portal, matches it to the order and the goods received, codes it and routes it to the right approver. Clean matches go through; mismatches arrive with the difference already found.
Before a new supplier is created or paid, the agent confirms its company status, tax and Social Security position and beneficial owners from official sources, and attaches the proof to the supplier record.
The agent finds supplier contracts and subscriptions across mailboxes and drives, extracts the supplier, dates, value and renewal terms, and warns before each renewal so nothing renews by default.
The agent matches statement lines and intercompany balances, clears the routine differences under the rules you set and prepares the rest with the supporting documents.
The agent chases missing accruals and documents, runs the checklist, drafts the variance commentary from the ledger and flags what changed against budget and last month.
Audit, segregation of duties and the fact that every number ends up in a report someone signs.
With a three-week analysis sprint on one area, for example accounts payable for one entity.
For a CFO, the useful part is the number before the decision: each agent's monthly operation (run cost, model consumption with a cap, infrastructure) is estimated in the sprint and reported monthly as cost per completed task.
Yes. Invoice capture, matching against orders and goods received, coding and routing are among the best first processes for an agent. Approvals above your threshold, disputes and new suppliers stay with your team.
They'll see what they see today, plus more: every document the agent read, what it proposed, who approved it and when. The agent has its own identity and permissions, so segregation of duties holds.
We don't design agents to release payments or change supplier bank details. They prepare payment runs and flag anomalies; a person releases the payment.
The analysis sprint estimates build and monthly operation for each agent before any decision to build, with a monthly cap on model consumption and an alert at 80%.
No. Agents work with your ERP and existing tools through their APIs. If a market product already solves a process well, the sprint says so.
Tell us which process you'd like to look at first, and we'll reply within 1 business day.
