Many companies are struggling with finding tangible results from AI systems.
Our company can produce effective, bespoke, task-specific agents with minimal overhead on your end.
Finance & Reconciliation Agents:
GL vs Subledger Reconciliation Agent - ingests two data exports, compares line by line, categorises differences by type (timing, missing entry, duplicate), produces a resolution queue with suggested actions. Replaces 4-8 hours of monthly manual work with a 10-minute review task.
Bank Statement Matching Agent - matches bank transactions against internal records, flags unmatched items with probable cause, escalates only genuine exceptions. Directly reduces month-end close time.
Purchase Order to Invoice Matching Agent - three-way match (PO, GRN, invoice), flags discrepancies above tolerance thresholds, routes exceptions to the right approver. Massive audit and compliance value for supply chain teams.
Data Quality & Exception Agents:
Inbound Data Validation Agent - monitors incoming CSV/Excel exports from legacy ERPs, checks against defined rules (missing fields, out-of-range values, format violations), produces a daily exception report and blocks bad data from flowing downstream. Solves a real pain point for Finance Ops teams whose source systems are unreliable.
Forecast Anomaly Agent - compares actuals against forecast on ingestion, flags variances beyond threshold by category, generates a brief narrative summary of what moved and why. Turns a manual weekly review into an automated alert.
Operational Coordination Agents:
Invoice Ingestion Agent - monitors a shared mailbox, extracts structured data from emailed PDF invoices using document parsing, validates fields, writes to a master log, and routes for approval if above a value threshold. Replaces one of the most universally hated manual tasks in SME finance.
Job Run Monitor Agent - watches scheduled automation jobs, detects failures or anomalies, identifies the likely cause, and notifies the right owner with context (what failed, what data was being processed, suggested fix). Keeps your own retainer clients happy with minimal manual oversight from you.
Approval Escalation Agent - monitors open approval queues, identifies items that have been waiting beyond SLA, sends contextual chase messages, and escalates to a senior owner if still unresolved. Works natively inside M365.
Internal Q&A Agents:
Ops Q&A Agent over curated data - answers operational questions ("what's our current debtor days?", "which suppliers are overdue?") from a permissioned, curated data extract rather than open internet access. No hallucination risk on core metrics because it only operates on approved datasets.
Audit Evidence Agent - given an audit request list, queries internal data sources, pulls relevant records, formats them into a structured pack, and flags any gaps. Dramatically reduces time spent on audit prep.