Finance
Agents that reconcile, match invoices, chase payments and draft the monthly pack, with your finance team signing off.
Where the hours goin finance
The jobs we see most often, and the agents we would put on each one.
What we'd put on it
Month-end reconciliations
Bank reconciliation agent
Matches bank lines to the ledger every day, so month end starts mostly done.
Hands over to the finance team for anything it cannot match
Accruals agent
Lists the costs that have come in without an invoice yet.
Hands over to the financial controller to post
Intercompany agent
Matches balances between your companies and lists the differences.
Hands over to the financial controller when they differ
What we'd put on it
Supplier invoice matching
Invoice capture agent
Reads supplier invoices from the inbox and codes them.
Hands over to accounts payable when a code is unclear
Order match agent
Checks each invoice against the order and the delivery.
Hands over to the budget holder when they differ
Supplier statement agent
Reconciles supplier statements and finds the missing invoices.
Hands over to accounts payable
What we'd put on it
Chasing unpaid invoices
Invoice chasing agent
Sends reminders in your tone and logs every reply against the invoice.
Hands over to accounts when a customer disputes
Remittance matching agent
Matches payments to invoices, part payments included.
Hands over to accounts when nothing matches
Cash forecast agent
Updates the cash forecast each morning from what came in.
Hands over to the finance lead for the weekly review
What we'd put on it
Management reporting
Reporting pack agent
Builds the monthly pack from the ledger and your own templates.
Hands over to the finance director to review
Variance note agent
Writes the first draft of the commentary on what moved and why.
Hands over to the finance lead to edit
Budget holder agent
Sends each budget holder their numbers and collects their notes.
Hands over to the finance lead
Month end starts with a pile of matching.Agents match, reconcile and chase every day, so your team reviews the result and signs it off.
How it starts
- 01
An assessment
Our engineers sit with your team, map every process and show you where the hours go. You leave with a clear plan for what to hand to agents first.
About the assessment - 02
The Coreform OS
We install it inside your company. Its Company Brain plugs into your tools, so anyone can ask it anything and get an answer with the source.
Explore the Coreform OS - 03
Agents, then every month
We put agents on one process at a time. On a monthly plan we keep them running, fix what changes and ship the next agent where it saves the most time.
Start with the job that makes month end late.
For SMEs and mid-market companies. It starts with a paid assessment, and a plan you can act on.