Finance and AR agents
Invoice matching, payment chasing, reconciliation exceptions and the escalation trail behind each one.
Most agent projects fail because nobody mapped the workflow first. We start with our own in-house software: it reads how your team really operates, surfaces the workflows worth automating, and only then do we build the agents that run them.
Drawn from your own systems, so the first agent we ship is the one with the clearest return — not the one that demoed well.
Our software connects to the systems the work already lives in — CRM, ATS, finance, ticketing, email — and observes how tasks actually move.
You get a ranked map: every repeated workflow, the hours it consumes, its error surface and how well it suits an agent versus plain automation.
We build against your real systems and data, one workflow at a time, starting with the highest-return candidate you approved.
Evals, monitoring and a monthly review of hours returned. Once one workflow holds, the next one is already scoped on the map.
Every one of these is a workflow we have seen consume real hours. The map tells us which of them is worth doing first in your operation.
Invoice matching, payment chasing, reconciliation exceptions and the escalation trail behind each one.
Inbound screening, shortlist drafting, scheduling and candidate follow-up inside your ATS.
Classification, routing, suggested replies and a confidence threshold above which a human always reviews.
Notes, enrichment, pipeline updates and the status report your team writes on Friday afternoon.
Grounded answers over contracts, policies and history, with citations back to the source document.
Customer-facing agents inside your own application, built to the same eval and audit standard.
An agent that acts on payroll, invoices or candidate data needs more than a good prompt. Every implementation ships with the evaluation and audit layer built in, not added after an incident.
Start a discoveryA test set drawn from your real historical cases, with an accuracy bar agreed before anything touches production.
Consequential actions — money, contracts, candidate decisions — pause for approval by default, not by exception.
Every action, input and model decision logged and attributable, in a form your compliance team can read.
Deployed into your cloud or ours, no training on your data, and documented handover if you take it in-house.
We charge for the discovery. Free audits produce free-audit work, and the map is the thing that makes the rest of it land.
Two weeks mapping where the hours actually go. We charge for it — free audits produce free-audit work.
Build and deploy the workflows you approved from the map.
We operate, monitor and extend the agents after launch.
Alongside Ruby — the internal platform we built for their payroll, accounts receivable and team management — we implemented agents against the recruitment and staffing workflows their team ran by hand, inside the same system their staff already use.
Read the case studySmaller first stepThe AI Starter automates one well-defined workflow end to end for $5,000 fixed, with an eval and a rollback rule. It is the front door if you want proof before the map.
See all pricingDescribe the work your team does by hand. We'll map the workflow, rank it by hours returned and tell you honestly whether an agent is worth building.