Margin protection
Before pay
Pricing, freight, and quantity mismatches surface early.
AI agentsfor cleanerinvoice review.AI agents for cleaner invoice review.
Help finance compare POs, invoices, freight, quantities, and pricing while humans review only what looks off.
Key features
A few simple things that help accounting teams trust these agents.
Human review
Finance approves the exceptions.
Agents match the documents. People decide what needs action.
Multilingual
These agents handle replies multilingually.
Matched
Secure by design.
We don't train agents on your data.
Compatible with all your tools
Printavo
SalesforceGmail
Slack
Drive
QuickBooks
Shopify
UPS
FedEx
PrintavoSalesforceGmail
Slack
Drive
QuickBooks
Shopify
UPS
FedEx
Meet the Agents
Here are some of our most used agents.
PO Invoice Matching Agent
Matches supplier invoices against POs, quantities, freight, and pricing.
Invoice Reconciliation Agent
Flags duplicate invoices, missing attachments, tax issues, and total mismatches.
Payment Follow-Up Agent
Tracks open invoices and drafts customer or vendor follow-ups.
These 3 agents are useful starting points. We can help you build different agents around the workflows your business needs.
PO Invoice Matching Agent
Invoices compared to source documents before finance reviews the exception.
|
Matches invoice to PO
Finds the right source document and order context.
Checks quantities
Compares units, freight, pricing, and totals.
Flags mismatches
Shows what finance actually needs to review.
Keeps proof close
Links invoices, POs, and attachments together.
Invoice Reconciliation Agent
Month-end cleanup organized into clean matches and review queues.
Invoices scanned
Open documents and recent supplier bills
Duplicates checked
Repeated invoice numbers and totals
Review queue ready
Tax, total, and attachment issues grouped
Finds duplicates
Checks invoice numbers, vendors, and totals.
Flags missing docs
Shows invoices without the needed backup.
Compares totals
Catches freight, tax, and line-item differences.
Builds review queue
Groups exceptions so finance can move faster.
Payment Follow-Up Agent
Open balances turned into polite follow-ups with history attached.
Found
Open balance found
Customer, vendor, due date, and amount
Checked
History checked
Prior emails, notes, and payment context
Drafted
Follow-up drafted
Polite note ready for human send
Finds open invoices
Looks for aging balances that need action.
Checks history
Reviews past notes before drafting the next message.
Drafts follow-ups
Creates polite emails that humans approve.
Schedules next touch
Keeps the follow-up from disappearing.
Your workflow
Want an agent for something else?
Tell us the manual step. We'll map it and drop a demo video in your inbox.