Agent Builder
Build finance AI agents without code.
Set up agents that classify emails, route approvals, create tasks, send reminders, negotiate terms, pause workflows, and escalate exceptions.
Visual workflow builder
Design on a canvas, not a spec document.
Start from a blank canvas or a prebuilt template, then branch, route, and connect actions visually.
Templates
Start from a template, not a blank canvas.
Nine prebuilt agents you can use as-is or customize. Or start from a blank canvas and build your own.
Inbound Email Agent
Reads customer and vendor emails, identifies intent, updates timelines, creates tasks, detects remittance, captures promise-to-pay, and routes exceptions.
Collections Agent
Automates invoice follow-ups, reminders, promise-to-pay tracking, and escalation workflows.
Payment Terms Negotiation Agent
Identifies customers eligible for payment term changes or discount offers, then drafts and tracks the offer.
Spend Request Agent
Checks requests against budget, policy, department, vendor, category, and approval rules before spend moves forward.
Approval Routing Agent
Routes spend requests, bills, and payment actions to the right approvers based on amount, department, vendor, and policy.
Vendor Payment Agent
Prepares and initiates payments after validation and approval, then tracks status through your connected systems.
Dispute Agent
Detects customer disputes and routes them to the right team with context.
Remittance Agent
Identifies remittance details and helps pause or update collection workflows.
Payable Usage Tracking Agent
Tracks vendor usage, subscriptions, consumption, and usage-based spend so finance can compare expected usage, actual usage, contract terms, invoices, and budget impact.
Start from a template or a blank canvas, and see it running in a live demo.