AI Agents for Finance & Accounting

An automation solution for finance and accounting teams

What are AI Agents?

Intelligent, self-learning systems that automate complex workflows in finance and accounting departments

Why Finance Needs Automation

Manual processes lead to errors, delays, compliance risks, and high operational costs that impact the bottom line

Key Benefits

Improved accuracy, accelerated cycle times, maintained regulatory compliance, and reduced operational overhead

Automate Nest delivers a suite of specialized AI agents designed to optimize finance and accounting processes through intelligent automation.

Advanced Financial Automation Platform

Streamline Financial Operations with AI-Powered Automation

Transform manual processes into intelligent workflows that reduce errors, accelerate processing, and improve compliance

Integrated Finance AI Ecosystem

Automate Nest's agents form a cohesive ecosystem, working together to deliver end-to-end automation of finance and accounting processes.

Transaction Reconciliation

Matches payments to invoices with 92% error reduction

Invoice Processing

Extracts and validates invoice data with 72% fewer errors

Payment Reminder

Enhanced liquidity through accelerated collections and optimized receivables management

Billing Support

Manages invoicing with 92% first-call resolution

Accounts Receivable

Optimizes collections with 32% cash-flow improvement

Invoice Reconciliation

Matches records with 97% overall accuracy

Next Steps: Contact Automate Nest for a customized demo of these AI agents in your financial environment and discover the potential ROI for your organization.

Schedule Your Custom Demo->
AI-Powered Finance Workflows

Automate Complex Financial Processes

Our AI agents handle the most time-consuming and error-prone tasks in finance and accounting, allowing your team to focus on strategic decision-making.

Invoice Processing Agent Workflow

Data Extraction

AI extracts key fields from invoices including vendor details, line items, dates, and totals

Validation

Cross-check extracted data against purchase orders and historical invoices

Discrepancy Management

Flag anomalies for review and automated resolution of common issues

ERP Integration

Update financial systems with validated invoice data for payment processing

72%
Error Reduction
60%
Faster Processing
40%
Cost Savings

Invoice Reconciliation Agent Workflow

Invoice-PO Matching

Automated comparison of invoice details against purchase orders and payment logs to identify potential discrepancies

  • • Line item validation
  • • Quantity verification
  • • Price comparison

Discrepancy Management

Intelligent flagging of mismatches with severity classification and acceleration of resolution workflows

  • • Exception routing
  • • Approval workflows
  • • Resolution tracking

System Updates

Automatic posting of reconciled invoices to financial systems with audit trail documentation

  • • ERP integration
  • • Payment scheduling
  • • Record maintenance
72%
Error Reduction
60%
Processing Speed Boost
50%
Dispute Resolution Time Decrease

Transaction Reconciliation Agent Workflow

Extract Data

Pull payment details and invoice, banking and order records from financial systems

Match Records

Automated comparison of payments against invoices

Highlight Discrepancies

Flag mismatches and route for resolution

Update Systems

Push reconciled data to ERP and accounting platforms in real-time

Performance Metrics: 92% error reduction | 70% faster reconciliation | 88% improvement in financial accuracy | 98% accuracy over time

Payment Processing Workflow

Data Validation

Checks payment amounts and account details against existing records

Transaction Execution

Interfaces with banks or payment gateways to complete transactions

Record Updates

Updates transaction logs and issues receipts to customers

Reduces manual effort, minimizes errors, and mitigates fraud risks by automating the entire payment lifecycle from validation to completion.

Payment Reminder Workflow

Payment Due Detection

Identifies upcoming or overdue payments requiring notification

Personalized Messaging

Adapts tone and frequency based on customer history and preferences

Multi-Channel Delivery

Sends reminders via email, SMS, or other preferred channels

Response Tracking

Monitors customer actions and updates account statuses in real-time

Critical for subscription services, retail, and finance to maintain smooth revenue cycles and strengthen customer relationships.

Our AI and Automation Services

Your organisation becomes 10X more efficient by taking tedious, repetitive tasks off your employee's plate. We are industry agnostic.

Finance & Accounting Automation

Invoice processing, transaction reconciliation, payment reminders, accounts receivable optimization, and financial reporting automation.

Document Processing & Analysis

Analyze and parse documents, invoices, receipts, contracts, and financial statements to extract key data and automate workflows.

Business Card Automation

Automated contact management, CRM integration, follow-up scheduling, and lead nurturing from business card data extraction.

Sales and Marketing Automation

Content creation, full-funnel automation, lead routing, CRM management, outbound campaigns, payments, and contract automation.

Customer Service Automation

Most customer service questions and responses are similar and repetitive. As a result, most CS tasks can be automated.

Project Management & Workflow Automation

We connect all manual, repetitive steps in a process, from task handoff to completion. Such as onboarding, admin, accounting, invoicing.