Area of work · 11 live demos
Agents for finance.
Collections, month-end, expenses and supplier invoices, handled. Each demo below is a real agent set up for a made-up company. Talk to it or type, and ask what your team would ask.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
Want one like this for your business? Book a call with Sam
Every finance demo
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Rent arrears calls
Calls commercial tenants whose rent invoice is overdue, records when it will be paid, sends the invoice details and hands disputes and hardship to a person.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Retailer claims and deductions inbox
Reads retailer remittances and claims, matches every deduction to promotions, price files and proof of delivery, and disputes the ones that don't match.
Want agents like these for your finance?
Book thirty minutes with Sam. We will map these demos onto your own team, systems and data, and tell you what it would take.
Book a discovery call →