Finance
Finance agents cut the manual work in bookkeeping: reading invoices, categorizing expenses, chasing payments and preparing payroll items. They draft and flag; your bookkeeper or accountant approves.
Top use cases
Process vendor invoices from your inbox
Accounts payable
Reads emailed invoices, extracts vendor, amount and due date, and creates a draft bill for review.
Categorize and reconcile Xero transactions via the Xero MCP
Bookkeeping
Using Xero's official MCP server, the agent reads uncategorized bank transactions, proposes account codes from your chart of accounts and creates the entries you approve, flagging anything unclear.
Get a weekly cash-flow summary
Cash flow
Posts cash in, cash out, upcoming bills and receivables to Slack every Monday in plain language.
Match payouts to orders
Reconciliation
Matches each payment-processor payout to its orders and fees, and flags anything that doesn't add up.
Turn vendor PDFs into QuickBooks invoices
Accounts payable
A small integration built with a coding agent extracts vendor PDF data and creates categorized entries in QuickBooks Online.
Finance FAQ
Is it safe to let an agent touch my books?
Set agents to draft, categorize and flag rather than post final entries. Keep a person approving payments and reconciliations.
Which accounting software do these use?
Mostly QuickBooks Online, Xero and spreadsheets, often connected with Zapier, Make or n8n.
What is the easiest finance agent to start with?
Overdue invoice reminders, which are often built into your accounting software.