Main tasks
- Extracts invoice data
- Checks required fields
- Prepares payment or approval actions
Bot role
Finance Agent
Moves invoices and finance documents through extraction, validation, approval, and reporting with less manual drag.
Integrations
- Files
- Approvals
- Reports
- Finance records
Starter includes
- Invoice extraction
- Category tagging
- Approval drafts
Business includes
- Payment status control
- Reminder flows
- Finance reporting