AI Finance & Accounting Agent – An AI assistant for finance and accounting

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How it flows

From documents to files ready for approval

Inputs

Invoices, documents
Purchase orders
Accounting software
Payment requests

AI Finance Agent

Read · Match · Prepare files

Extracted details
Differences to check
Files awaiting approval
Payables falling due
Consolidated reports

Outcomes

Accountants and authorised approvers remain the people who check and approve.

What can the accounting team ask for?

  • Check the invoices we received today.
  • Which payment files are still missing documents?
  • Match this invoice against the purchase order.
  • Summarise the payables falling due this week.
  • Prepare this month's expense report.
Capabilities

What the AI Finance & Accounting Agent can do

  1. 1

    Read and extract document details

    Recognises the fields on invoices, receipts, payment vouchers or other supported documents and fills them into a form for staff to check.

  2. 2

    Check that a file is complete

    Spots missing fields, documents that have not been attached or content that does not match the rules your business has set.

  3. 3

    Match invoices against purchase orders

    Compares supplier, quantity, unit price and total value across the documents.

    See details

    Limits & controls: Differences are raised for the person in charge to verify; the Agent does not conclude on its own that a file is wrong.

  4. 4

    Flag documents that look like duplicates

    Cross-checks invoice number, supplier, date and amount to mark the files that need a closer look.

    See details

    Limits & controls: A warning does not mean the document is definitely wrong.

  5. 5

    Prepare payment requests

    Gathers the details and supporting documents and moves the file through the approval steps your business uses.

    See details

    Limits & controls: The Agent does not approve payments or transfer money.

  6. 6

    Track payables and due dates

    Summarises what is falling due from the connected data, prepares the list to work through and sends reminders based on approved rules.

  7. 7

    Consolidate costs and reports

    Prepares reports by period, department, project or cost group from data that has already been reconciled.

  8. 8

    Control access and keep a processing history

    Records how far each file has moved, who needs to check it and what was changed, within the scope of the system delivered.

Delivery

How Naventic delivers it

  1. 01Survey the accounting work
  2. 02Check the data and the systems
  3. 03Define the Agent's scope
  4. 04Test with a sample set of files
  5. 05Hand over and monitor

The design step sets out exactly what the Agent may read, what it checks, which files it creates and which steps must have a human approver.

Departments

What each department gets

  • Accounting

    Less manual data entry, file hunting and checking.

  • Finance

    Consolidated cost, payables and payment file information.

  • Purchasing

    Differences that need verifying arrive quickly.

  • Management

    Visibility of pending files, approval progress and reports.

  • Internal control

    A processing history and source documents to review.

The AI checks a payment file

AI Finance & Accounting Agent

Check the payment file for supplier A for me.

I found a matching set of documents in the sample data. I will compare the invoice with the purchase order and check the attachments.

File check result · Needs review

Invoice

HD-001

Purchase order

PO-025

Invoice value

25.000.000đ

Purchase order value

24.500.000đ

Difference

500.000đ

The file has a difference in value and needs the person in charge to verify it before it goes for approval.

Create a review request for the purchasing team.

I will prepare a review request with both documents and the difference. Please confirm who should handle it before I send it.

Every figure, document code and line of this conversation is an illustration, not real customer data.

How is it different from accounting software?

Accounting software

AI Finance & Accounting Agent

Stores and processes transactions through system functions

Helps read, search and prepare information from several sources

Users enter and check data through forms

Helps extract details and flag what needs checking

Has a formal process for recording transactions

Prepares files and passes them to the authorised person

Provides the reports that have been set up

Answers questions and pulls reports together on request

The Agent does not replace accounting software: the software remains the system of record, and the Agent works alongside it.

Other solutions

Services overview

Frequently asked questions

Does the Agent replace accountants?＋

No. The Agent prepares and checks files before they reach the authorised person; accountants still verify, post the entries and carry professional responsibility.

Does the Agent transfer money or approve payments?＋

No. The Agent only prepares payment requests and moves them through the approval steps; approving and making payments stays with the people your business authorises.

Can it connect to the accounting software we already use?＋

Yes, if the software has an API or another suitable way to connect. Naventic checks the integration options and the data quality during the survey.

Is the AI perfectly accurate when reading invoices?＋

No. Fields that are missing, unclear or uncertain are flagged for staff to check, and important figures need comparing with the original documents before they are used officially.

Can we limit who sees the financial data?＋

Yes. Access is set by role and enforced at the data layer; the system keeps a processing history for review when needed.

Bring AI into your finance and accounting process

Naventic builds the AI Finance & Accounting Agent around each business's document types, software and control process.

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