Finance agent
Your team approves. The AI does the rest.
The finance agent reads bills, invoices and receipts that arrive by email, suggests the P&L account and only books them after someone in finance clicks.
Works with the email and spreadsheet your finance team already uses.
Caixa de entrada
financeiro@credilume.com.br
Agente financeiro
em diaHow it works
- 1
A bill arrives
A bill, card statement, invoice or receipt in dollars becomes a card with the company, the P&L account, the converted amount and an Approve button. Without the click, nothing is booked.
- 2
Every day at 9am
An audit of duplicates, entries without an approver and overdue items, with the cash projection for the next 90 days.
- 3
Day 1 of the month
The P&L closes per company and consolidated, planned versus actual. From any number to the email it came from takes two clicks.
See Finance agent working on your company's case
A free 30-minute demo with the people who build the agent.
Nothing is booked without your click
- Each bill becomes a card with an Approve button; without the click, nothing is saved
- The suggested P&L account can be changed before approving
- Every P&L line leads to the email and receipt it came from
How we start
Before automating entries, we organize the chart of accounts, the source of each figure and the reconciliation. Automating only one piece leaves the rest broken.
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The same team that builds the agents develops systems, sets up the AWS platform and assesses technology before an investment.
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A free 30-minute call to understand the problem and tell you honestly whether MVA is the right fit.