Let your finance team spend time deciding β not gathering data.
Unite documents, financial data, company policies, and approval flows in one AI working layer. ajan.io gathers data, runs checks, makes exceptions visible, and moves required actions into the right approval path.
No credit card required.
Invoice Β· order Β· delivery note
Sample scenario| Item | Order | Delivery | Invoice |
|---|---|---|---|
| Corrugated box 40Γ30 | 2,000 Γ 6.40 | 2,000 | 2,000 Γ 6.40 |
| Stretch film 50 cm | 120 Γ 185.00 | 120 | 120 Γ 185.00 |
| Total (excl. VAT) | 35,000.00 | 35,000.00 |
Quantity, unit price, and total match the order and the delivery note.
Purchase order SA-7731 Β· Delivery note Δ°R-5520
Add to the payment run
- Invoices
- Reconciliation
- Expenses
- Approval
- ERP
- Exceptions
- Reports
Reduce manual work without reducing control.
Automation isnβt for removing control points β itβs for moving decisions to the right moment.
In finance processes, the goal of automation is not to eliminate control points. The goal is to automate gathering, comparison, prep, and routine checks so human judgment is reserved for where it is truly needed.
Gathers data
Unites document, order, contract, and ERP records in one context.
Runs checks
Performs routine comparisons against amounts, terms, and policy.
Flags exceptions
Makes records that diverge from the normal flow visible.
Routes for approval
Sends required actions to the authorized person and the right approval path.
Move an invoice to payment in a controlled way
From document to check, check to approval, approval to action.
| Step | What happens | Control |
|---|---|---|
| 01 | Invoice is received | Agent check |
| 02 | Document content is evaluated | Agent check |
| 03 | Order and contract details are found | Agent check |
| 04 | ERP records are checked | Agent check |
| 05 | Amounts and terms are compared | Agent check |
| 06 | Exceptions are flagged if present | Agent check |
| 07 | Sent to an authorized person for approval | Human approval |
| 08 | Related action is prepared after approval | Agent check |
| 09 | Process and decision are recorded | Record |
Example scenarios
- Invoice control
- Compares invoice details with orders and related records.
- Reconciliation
- Compares different datasets and surfaces mismatches.
- Expense control
- Evaluates the request against company policies.
- Purchase approval
- Routes the process by budget, amount, and authority rules.
- Collections follow-up
- Summarizes open records and prepares follow-up actions.
- Finance knowledge agent
- Explains policies, procedures, and company finance rules.
- Management report
- Summarizes data and prepares a clear output for decision-makers.
- Exception management
- Moves records that leave the normal flow into human review.
Who on the finance team hands off what?
In finance, time mostly goes to finding and comparing data. The agent takes that part; judgment and signature stay with the team.
| Accountant | Invoice matching, missing-document follow-up, entry preparation. |
|---|---|
| Financial controller | Exception lists, out-of-policy expenses, reconciliation differences. |
| Procurement | Price-difference and delivery-confirmation requests, order status. |
| Finance manager | Pending approvals, cash calendar, and a management report draft. |
The documents and records a check needs
A check is only possible when the documents sit side by side. The agent reads the invoice, order, contract, and ERP record together.
ERP
Orders, accounts, payment records
Invoices
E-invoice and e-archive documents, PDF invoices
Contracts
Price, payment term, and penalty clauses
Bank transactions
Matching collections and payments
Finance policies
Approval limits, expense and payment rules
Email
Supplier correspondence, incoming invoices
Connections are set up through ready integrations, MCP servers, or your own API. If your ERP or accounting software has no ready connection, it can be defined as a custom integration.
The agent checks; the signature stays with the team
Control points in finance processes stay in place; the agent only speeds up preparation. You decide which steps need approval. A common starting setup:
The agent checks
- Compares the invoice with the order, delivery note, and contract
- Flags differences with amount and basis
- Asks the right person to confirm missing documents
- Prepares reconciliation and exception lists
An authorized person approves
- Finalizing payments and the payment run
- Accepting price differences and exceptions
- Expenses over the approval limit
- Finalizing accounting entries
Example prompts
- Does this invoice match the order?
- Show expense requests outside policy.
- Which critical items are waiting for this monthβs close?
- Summarize reconciliation differences and create a review list.
Not one AI feature β a working system
Work in your industry runs on the same ajan.io architecture.
Your company knowledge
Lets the agent know your company and your rules.
In finance:Finance policies, approval limits, contracts
AI agents
Evaluate information and decide what work to do next.
In finance:Invoice check agent, reconciliation agent
Integrations
Pull data from existing systems and take permitted actions.
In finance:ERP, invoice, bank, and email connections
Workflows
Manage multiple steps, conditions, and waits in one process.
In finance:Controlled process from invoice to payment
Human approval
Keeps critical decisions with the right person.
In finance:Approval for payments, exceptions, and over-limit items
Governance
Keeps access, usage, and AI costs under control.
In finance:Role-based access and usage tracking
Knowledge + decision + action + process. One platform.
Not just AI chat β a layer that runs work
| AI chat only | ajan.io |
|---|---|
| Answers a question | Finds knowledge, evaluates, and advances the work |
| Works from user-provided context | Uses company knowledge and system context |
| Generates text | Can act in systems |
| Ends in one interaction | Can start multi-step workflows |
| The user tracks progress | Can keep process state |
| Fully manual or fully automatic | Can require human approval at critical points |
| Model-centric | Work-process-centric |
Move finance time from gathering data to analysis.
Support repetitive checks and prep work with agents. Keep human judgment and approval while reducing operational load and making exceptions visible faster.
First agent: invoice pre-check
Start without touching payments. Have the agent compare incoming invoices with orders and list the differences; the team checks the list and sees how accurate the agent is.
- 1
Upload the policies
Make approval limits and payment rules knowledge sources.
- 2
Let it read orders
A connection that can read orders in the ERP is enough; no write access needed.
- 3
Start with a difference list
Each morning the agent lists unmatched invoices with reasons.
Questions finance teams ask
What people ask most before connecting an agent to finance processes.
All FAQs
Only if you allow it, and only in the system you define. Finance teams usually put payments behind human approval; the agent prepares the list and an authorized person approves.
Start the first controlled automation in your finance processes.
Start free Β· No credit card required