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AI FinanceFinance

Reconciliation, receivables, period - end reports.

AI Finance follows your accounting process. Important payments and entries wait for approval.

  • Live within days
  • Cost that fits your needs
  • Hands-on deployment support
Agent-X Portal · AI FinanceDemoRunning

Finance team

2 people · 1 agent

Yesterday

AI Finance · AI

Finished yesterday:
  • Period-end reporting
  • Control spending against limits

Today

Chief Accountant

Please reconcile this month's revenue against the bank statement.

AI Finance

Most transactions match. 3 discrepancies need a second look.

AI Finance

One refund has no supporting document, so I need your approval on how to handle it.
View reconciliation

The challenge

Repetitive Finance work, handed to AI Finance.

  • Today

    Statement reconciliation eats days at month end

    With AI Finance

    Reconciles revenue with statements and flags discrepancies

  • Today

    Payment reminders sent by hand, easily missed

    With AI Finance

    Tracks receivables and sends reminders on schedule

  • Today

    Period-end reports pulled from many sources

    With AI Finance

    Builds reports in the templates you already use

What AI Finance handles

AI keeps the numbers matching and reports ready on time, every period.

AI Finance takes over repetitive work end to end, tailored to your company's processes.

  • Statement ↔ Documents

    • Transfer 12,500,000Invoice 0012
    • Transfer 3,200,000Invoice 0015
    • Transfer 8,000,000No document

    AI reconciliation

  • Receivables due

    • An Phat Co. · due todayReminded
    • Minh Chau Store · 5 days overdue2nd reminder
    • Dealer 3 · asked for extensionPending approval

    AI payment reminders

  • Purchase invoice 0016

    Tax ID
    Match
    Amount
    Match
    Invoice date
    2 days off · Review
    Flagged

    AI document checks

  • Monthly revenue

    Your template

    AI period-end reporting

Add jobs that follow your processes

  • Reconciliation rules
  • Reminder schedule
  • Report templates

Works in the tools you already use

  • Bank statements
  • Accounting software
  • E-invoices
  • Spreadsheets
  • Email
  • Internal chat

Fast deployment · Hands-on support

AI Finance goes live within days, with an expert alongside you.

01 · Fast deployment

Live within days.

  • Start with one department
  • Runs on real data
  • Expand based on results

Path to go-live

  1. Day 1

    Talk it through, pick the first problem

  2. Day 2

    Connect channels and company knowledge

  3. Day 3

    AI Finance trial run on real data

  4. Within days

    AI Finance goes live

02 · Hands-on support

An Agent-X expert works alongside your rollout.

  • A dedicated expertOne point of contact from day one
  • Team onboardingWorking with agents made easy
  • Weekly metric reviewsAgents tuned to the results

Customers

Businesses running on Agent-X AI agents.

AI Finance is launching soon. The quotes and figures below come from Agent-X customers in general.

  • “Three branches share one quoting process. The agent follows each store's own price list, and large discounts still wait for my approval.”
    Owner, furniture store chainHanoi · 3 branches
  • “After-hours product inquiries get answered right away. The sales team starts each shift with customers already sorted.”
    Sales DirectorOnline fashion brand · Ho Chi Minh City
  • “Agent-X studied our advisory process before designing anything. The sales department went live within days.”
    Head of SalesInsurance company · Da Nang
  • “We started with one department and only expanded once we had results. Scope and cost were agreed upfront.”
    CEO, logistics startupSeries A · Ho Chi Minh City
  • “Orders from TikTok Shop and Zalo OA land in one place. The agent creates the orders, and I only approve the high-value ones.”
    Owner, online cosmetics shopTikTok Shop · Zalo OA
  • “The agent advises on courses following our center's learning paths and hands off to a counselor when parents want to meet in person.”
    Admissions DirectorInternational English center · Hanoi
  • “Twelve pharmacies share one order intake process. Prescription orders still wait for a pharmacist's confirmation.”
    Operations DirectorPharmacy chain · Can Tho
  • “Warranty questions are answered according to our policy. Staff only handle the cases that need a person to decide.”
    Head of Customer CareHome appliance brand · Ho Chi Minh City
  • “We knew the scope and cost of each phase upfront, and expanded after seeing results in the first department.”
    Chief Financial OfficerEquipment distributor · Hai Phong
Businesses running on Agent-X
50+
Processes deployed
120+
Departments with dedicated AI agents
6

FAQ

Before you start with AI Finance.

  • The tools you already use, such as bank statements, accounting software and e-invoicing.

Start with AI Finance, expand based on results.

Book a conversation to define the right problem and scope.

Book a free demo