AI Accounting Agents

Seamlessly link finance to every department in your organization when you power your front and back office with AI-powered Salesforce-native accounting.

KEY AGENT FEATURES:

Collections Agent

• Smart Invoice Analysis: Query unpaid or overdue billings by customer, amount, or age with natural language commands
• Automated Collections: Send overdue notices and billing reminders automatically
• Payment Predictions: Identify at-risk payments based on past behavior

Bill Pay Agent

• Aging Intelligence: Instantly query payable due dates to prioritize payments effectively
• Discount Optimization: Identify and suggest payables eligible for early payment discounts
• Duplicate Detection: Find and flag potential duplicate payables before they're paid
• Payment Proposals: Build and submit comprehensive payment proposals for approval

General Ledger Agent

• Intelligent Querying: Dig deep into G/L account activity using everyday language.
• Flexible Posting Control: Post and unpost records with simple commands, maintaining full audit trails.