Invoices keyed in by hand.
Supplier invoices arrive as PDFs, scans and portal downloads, and someone types every line into the accounting system.
AI for finance and accounting teams. Agents for payables, receivables and the month-end close.
We automate the repetitive work in accounts payable, collections, the month-end close and reporting. Your finance team keeps the approvals and the judgement.
Where finance teams lose their time. Six problems most will recognise.
Most of them come from repetitive work that follows rules your team already knows. An agent can prepare that work, and a person checks it.
A month-end close that takes a week.
Reconciliations, accruals and chasing colleagues for missing figures take days before anyone can report.
Cash stuck in overdue invoices.
Chasing customers is nobody’s main job, so reminders go out late and debtor days drift.
Numbers spread across systems.
The ledger, the bank, spreadsheets and inboxes each hold part of the picture, so every report starts with copy and paste.
Errors found at audit.
Manual keying and matching let mistakes through, and they surface months later when they’re harder to fix.
Expense claims checked line by line.
Someone compares every receipt with the policy, and the claims that arrive late hold up the month-end.
Use cases
The finance workflows we automate. You approve the results.
Each one runs in the finance systems you already use. You decide which steps the agent takes alone and which need a person’s sign-off.
Finance
Accounts payable automation
The agent reads each supplier invoice, runs the three-way match against the purchase order and goods receipt, and suggests the coding for your team to approve.
Finance
Month-end close and reconciliations
The agent prepares bank and balance sheet reconciliations, drafts accruals for review and flags differences with the supporting detail.
Finance
Accounts receivable and collections
The agent matches incoming payments to open invoices, keeps the aged debtors list current and drafts reminders for your credit controller to send.
Finance
Audit and tax queries
The agent gathers the documents and figures your auditors and tax advisers ask for, checks the pack is complete and drafts answers with the sources attached.
Finance
Management reporting and variance analysis
The agent pulls actuals, compares them with budget and forecast, and drafts commentary on the variances above your thresholds.
Finance
Expense claims
The agent checks each claim against your policy and its receipts, then sends it to the usual approver with any issue marked.
Works with the systems your finance team already uses. And the AI platform your IT team approves.
Agents work in the systems you already use. Before we propose a build, we check how each one connects and agree access with your IT team.
Your finance systems
Accounting and ERP, billing, documents and reporting. They stay where they are; the agent works across them.
Xero
QuickBooks
Zoho Books
Sage
Odoo
Dynamics 365
NetSuite
SAP Business One
HubSpot
Salesforce
Stripe
Outlook
Gmail
SharePoint
Google Drive
Excel
Power BI
The AI platforms we build on
We build agents on the AI platform your company already uses. If you don’t have one, we help you choose and set one up.
Copilot Studio
Gemini Enterprise
OpenAI
Claude
Grokbot
Hermes Agent
OpenClaw
You stay in control.
- Only the access you approve. Before we build, we agree what data each agent can use, where it’s processed and who can see it.
- A person releases every payment. Where an agent prepares a payment run, a person on your team approves and releases it, as they do today.
- Every run is recorded. The activity log shows each step, its result and any approval, so your team can review the work.
- You can pause an agent at any time. We give your team the control to stop it. You own your data and the agents we build for you; off-the-shelf software stays under its provider’s licence.
Questions from finance teams.
Start with work that is high in volume, follows clear rules and already has a person checking it. In finance, that’s often accounts payable or bank reconciliations. If you’re not sure, Blueprint ranks your options by value and feasibility.
Most accounting and ERP systems, and the billing, document and email tools around them. The systems section above shows common examples. If yours isn’t listed, we check how it connects before we propose a build.
No. The agents we build can prepare a payment run and check it against approved invoices. A person on your team approves and releases every payment.
Before we build, we agree what data each agent can use, where it’s processed and who can see it. If you prefer a particular region, we process your data there. Agents get only the access the task needs, every run is logged, and you own your data and the agents.
Allow 8–12 weeks for a first agent. We spend weeks 1–3 mapping and redesigning the process. We agree your schedule before work starts.
No. We check the documents and records the process depends on. Where sources conflict or have no owner, Neam Context resolves them with the people responsible. Allow 4–6 weeks for 1–2 departments.
