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Agentive

AI Employee for Finance Operations

Accounts Payable, Reporting, Reconciliation. All Automated by Your AI Employee.

Finance operations are the backbone of every accounting firm, and the biggest time sink. Your AI employee automates accounts payable, generates financial reports, reconciles bank accounts, and integrates with Xero, MYOB…

Matching a bank statement against a reconciliation screen

24 Australian practices run a dedicated AI with us

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  • OmniChannel Consulting logo
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  • Edina Building Group logo
  • Divergent Strength Bookkeeping logo
  • Emerald Wealth logo
  • The Ad Market logo
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  • She Counts logo
  • Morton Bookkeeping logo
  • Connected Business Solutions logo
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  • Think Accountants logo
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  • Adbur Bookkeeping logo
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Finance operations are the backbone of every accounting firm, and the biggest time sink. Your AI employee automates accounts payable, generates financial reports, reconciles bank accounts, and integrates with Xero, MYOB, and QuickBooks to streamline your entire finance workflow.

Finance Operations Bottlenecks

  • Accounts Payable Overload

    Processing invoices, matching purchase orders, coding expenses, scheduling payments. AP alone can consume an entire team member's week.

  • Reporting Takes Too Long

    Generating accurate financial reports across multiple clients means hours of data gathering, reconciliation, and formatting every month.

  • Reconciliation Never Ends

    Bank reconciliation is a daily task that piles up. Complex transactions, split payments, and ambiguous matches slow everything down.

Your AI Employee for Finance Operations

Accounting automation powered by a dedicated AI employee that learns your firm's financial workflows.

  • AI Employee Accounts Payable

    Receives invoices, extracts data, matches to purchase orders, codes to correct accounts, and schedules payments. End-to-end AP automation.

  • AI Employee Financial Reporting

    Generates P&L, balance sheets, cash flow statements, and custom management reports automatically. Scheduled or on-demand.

  • Automated Bank Reconciliation

    Goes beyond simple matching rules. Your AI employee understands context, handles split transactions, resolves ambiguous matches, and learns your…

  • Xero AI Integration

    Native integration with Xero via API: bank feeds, chart of accounts, invoices, bills, and reporting. Also works with MYOB and QuickBooks.

  • Expense Management

    Processes receipts and expense claims, categorises spending, checks against budgets, and prepares expense reports for approval.

  • Cash Flow Monitoring

    Tracks cash flow in real-time, forecasts upcoming obligations, and alerts you to potential issues before they become problems.

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Automated Bank Reconciliation

Goes beyond simple matching rules. Your AI employee understands context, handles split transactions, resolves ambiguous matches, and learns your patterns.

How It Works

  1. 01

    Book a Consultation

    Tell us about your finance operations, the platforms you use, and where your team spends the most time on manual work.

  2. 02

    We Configure Your AI Employee

    We connect your AI employee to Xero, MYOB, or QuickBooks, plus your email, document management, and payment systems.

  3. 03

    It Starts Working

    Within an hour of sign-up, your AI employee can be processing invoices, generating reports, reconciling accounts, and monitoring cash flow.

Accounts payable and receivable automation, by location and team

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Frequently asked questions

What is accounting automation with an AI employee?

Accounting automation with an AI employee goes beyond simple rule-based automation. Your dedicated AI employee understands context, learns your workflows, handles exceptions intelligently, and improves over time, automating accounts payable, financial reporting, reconciliation, and more.

How does AI employee accounts payable work?

Your AI employee receives invoices via email or document upload, extracts line items and payment details, matches them against purchase orders, codes them to the correct accounts, and schedules payments, all within your existing accounting platform.

Can the AI employee generate financial reports?

Yes. Your AI employee generates profit and loss statements, balance sheets, cash flow reports, and custom management reports automatically from your accounting data. Reports can be scheduled or generated on demand.

How does Xero AI integration work?

Your AI employee connects directly to Xero via API, accessing bank feeds, chart of accounts, invoices, bills, and reporting. It works natively within Xero while also connecting to your email and document systems for a complete workflow.

What makes automated bank reconciliation different from Xero's built-in matching?

While Xero offers basic matching rules, your AI employee understands context. It learns your patterns, handles split transactions, resolves ambiguous matches, and processes complex scenarios that rule-based systems miss, across Xero, MYOB, and QuickBooks.

Ready to Automate Finance Operations?

Your AI employee handles AP, reporting, and reconciliation. Deployed within 1 hour.