AI for Finance
The Flow-Cognition Agent runs on your invoices and ledgers — flagging anomalies, prioritising collections and drafting reminders — so exceptions surface before month-end close and cash comes in sooner.
AI on your transactions and ledgers
Finance AI reads your invoices, payments, ledgers and vendor data and acts on it — flagging what looks wrong, forecasting cash and ranking the collections queue by who to chase first.
Anomaly flags come with the reason, reminders are drafted for a person to review and send, and every AI action is written to a full audit trail under field-level permissions. Finance stays in control; the agent does the watching and the drafting.
See the Finance workspace →- ✓ Anomaly flags on duplicate, inflated or unusual entries
- ✓ Collections prioritised by amount and risk of late payment
- ✓ Payment reminders drafted for review
- ✓ Cash-flow forecasting from your own history
- ✓ Duplicate vendor and invoice detection
- ✓ Reconciliation and compliance assist
What Finance AI gives your team
Six ways the agent turns a wall of transactions into flagged exceptions and prioritised collections.
Anomaly flags
Flag duplicate, inflated or unusual invoices and transactions for a human to review before they post.
- ✓ Reason attached
- ✓ Before posting
- ✓ Human reviews
Collections prioritisation
Rank overdue accounts by amount and risk of late payment, so the team chases the right ones first.
- ✓ Amount & risk
- ✓ Right ones first
- ✓ From your history
Reminder drafting
Draft the payment reminder or dunning note in your tone, grounded in the account, ready to review.
- ✓ On-brand tone
- ✓ Account context
- ✓ Review & send
Cash-flow forecasting
Predict inflows and outflows from your own payment history so you see the squeeze coming.
- ✓ From your data
- ✓ Inflow & outflow
- ✓ Early visibility
Duplicate detection
Spot double-entries and duplicate vendors before they turn into double payments.
- ✓ Duplicate invoices
- ✓ Duplicate vendors
- ✓ Caught early
Reconciliation assist
Match payments to invoices faster and flag GST and policy exceptions before filing.
- ✓ Faster matching
- ✓ GST checks
- ✓ Policy exceptions
The agent’s loop for Finance
The same Flow-Cognition Agent, running on your finance data — it senses, decides and acts, grounded and audited.
Sense
Reads invoices, ledgers, payments and vendor data across the books.
Decide
Detects anomalies, forecasts cash flow and ranks the collections queue.
Act
Flags exceptions, drafts the reminder and prioritises collections — every action audited.
Five-tier model routing · RAG on your own records · field-level permissions · full audit trail. How the engine works →
Live on the books in four steps
Connect the ledgers
Point the agent at your invoices, payments and vendor data.
Set rules & thresholds
Define what counts as an anomaly and where approvals are required.
Work the flags & queue
Review flagged exceptions and a collections queue ranked by risk.
Approve & send
Approve drafted reminders and forecast cash with the squeeze in view.
Where finance teams put it to work
Accounts receivable
Prioritise collections by risk and send drafted reminders to the right accounts first.
Accounts payable
Catch duplicate invoices and vendors before a double payment goes out.
Audit & controls
Flag unusual transactions for review and keep a full trail of every AI action.
Treasury & cash
Forecast inflows and outflows from your own history to plan ahead.
Month-end close
Surface reconciliation breaks and exceptions before the books lock.
Compliance & GST
Flag GST and policy exceptions before filing, grounded in your own rules.
The payoff
Cash in sooner
The team chases the right accounts first, with the reminder already drafted.
Fewer costly errors
Duplicates and anomalies are flagged before money leaves the account.
Faster close
Exceptions surface early instead of at the last hour before month-end.
Auditable by design
Every flag and draft is explainable and logged for review.
Finance stays in control
The agent flags and drafts; a person approves. Anomaly flags are explainable, reminders wait for review, and every AI action is grounded in the record and written to a full audit trail under field-level permissions — critical where money and compliance are at stake.
AI governance & guardrails →- ✓ Human-in-the-loop: exceptions and reminders reviewed first
- ✓ Explainable anomaly flags with the reason, not a black box
- ✓ Grounded in your own ledgers via RAG, not the open web
- ✓ Field-level permissions on the financial data the agent reads
- ✓ Full audit trail, data resident in India, ISO 27001 & DPDP
The capabilities behind Finance AI
The agent draws on these AI capabilities from the Intelligence Layer.
Questions, answered
No. It flags anomalies and drafts reminders for a person to review. Entries and payments stay under your approval and workflow controls.
It learns from your own transaction history and your rules, then flags duplicates, outliers and unusual patterns — always with the reason, so a person can judge.
Overdue accounts are ranked by amount and the predicted risk of late payment, so the team works the accounts most worth chasing first.
Generative AI drafts them from the account’s own data through governed RAG, in your tone. They wait for a person to review and send.
Every AI action is logged to the audit trail under field-level permissions, with data resident in India under ISO 27001 and DPDP-aligned controls.
Put AI to work on the books
Start free, or get a guided walkthrough — anomalies, forecasts and collections on your own finance data.