One agent that works the daily queue alongside your team — matching, billing, and fixing the general ledger — on the ERP you already run. Meet us at Accountex.
Accounting teams lose hours a week to the same three tasks: reconciling transactions, chasing billing exceptions, and correcting general ledger entries that came in wrong. It's high-volume, rules-heavy work — exactly what an AI agent handles well, with a human reviewing exceptions, not re-keying data.
Three daily workflows, one agent, any ERP.
Bank transactions to invoices, purchase orders to receipts, payments to open items — auto-matched with a confidence score, exceptions routed to a human queue instead of silently misfiled.
Invoice generation, billing exception triage, and follow-up on unpaid items — the agent drafts and flags, your team approves.
Miscoded entries, duplicate postings, and balance-sheet items that don't tie out get flagged with a proposed correction and the reasoning behind it — reviewed before posting, never auto-committed silently.
| Stage | Scope | Outcome |
|---|---|---|
| Pilot | One ERP connection, one workflow (matching, billing, or GL) | Measured exception rate & hours saved vs. baseline |
| Rollout | All three workflows, full team | Monthly retainer, priced on transaction volume |