If you work in finance & admin, this will sound familiar.
- !Every new customer requires a manual credit bureau lookup and a credit file build-out
- !Weekly bank reconciliation that requires checking 200+ transactions against orders
- !Tax compliance (invoicing, withholdings, perceptions) takes hours
- !Audit reports that require pulling info from 4 different systems
4 workflows your agent runs today.
No code. No rigid templates. The agent understands context and learns from your team.
Automated KYB for new customers
Just ask the agent "qualify this customer": it queries the credit bureau, runs AI credit scoring, validates the tax details, and creates the customer in your CRM with the full file ready.
Assisted bank reconciliation
The agent matches bank transactions against NapsixB2B orders, identifies automatic matches and flags only the exceptions for human review.
Audit reports
The auditor's request comes in. The agent compiles the period's orders, invoices, withholdings and transactions into a shared Sheet and builds the executive summary.
Accounts receivable monitoring
Daily, the agent reviews overdue receivables, queries the credit bureau for delinquent debtors and builds a follow-up queue prioritized by credit risk.
What you see in the first week.
5min
Per full KYB check (vs 2h manual)
−80%
Time spent on bank reconciliation
100%
Traceability for audits
Finance Agent
Specialized in KYB, reconciliation, tax compliance and AR. Connected to the credit bureau, NapsixB2B, Sheets, HubSpot and your accounting drive.
Preconfigured apps
