Finance with AI agents
The Finance processes iTeam’s agents take on with your team, with approval and a trail of every action.
Accounts payable automation: AI agents capture invoices, post them to your ERP, route approvals by authority level and prepare the payment batch.
See solution →Accounts receivableAccounts receivable software with AI agents that clear payments, identify deposits without a reference and alert the right person. Your ERP stays current.
See solution →Cash flowCash flow forecasting with AI agents that consolidate banks, ERP and contracts every day and warn you before cash runs short. Less spreadsheet work.
See solution →Bank reconciliationBank reconciliation software that matches statements, cards and acquirers to your ERP every day and calls a person only for the differences.
See solution →CollectionsAccounts receivable collections software: AI agents run reminders on WhatsApp and e-mail, negotiate within your rules and record everything in the ERP.
See solution →InvoicingAutomated invoicing: AI agents check orders and contracts, issue invoices and payment slips in your ERP and send them out, with approval for special cases.
See solution →Management P&L and budgetFinancial reporting automation: AI agents build the management P&L from your ERP, compare budget to actuals and explain each variance. A faster close.
See solution →AccountingAI accounting with agents that classify entries, reconcile accounts and organize documents for the close. The accountant reviews instead of typing.
See solution →Tax complianceTax compliance software with AI agents that check invoices, prepare tax calculations and track SPED deadlines. Your tax team reviews and files safely.
See solution →Expenses and reimbursementsExpense management software: employees send a receipt photo on WhatsApp, the AI agent checks policy, asks the manager to approve and posts to the ERP.
See solution →Ready-made AI teams for this work
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
