AI agents for finance teams in consulting firms

Invoices go out late or get bounced because the PO number is missing, the fee does not match the SOW, or the client portal wants a different layout. Billing becomes a hunt through old emails at month-end.

→An agent drafts each milestone, retainer or time-and-materials invoice against the SOW fee schedule with the PO on it, then queues it for the controller to approve before it reaches the client.

Client AP is chased from memory. Nobody remembers which sponsor promised payment by Friday or who actually processes invoices at the client, so the partner ends up making the awkward ask.

→An agent tracks every open invoice by sponsor and AP contact, logs promised dates from replies, and drafts a graded reminder once terms lapse, held for your approval.

Expense reports arrive in a pile at month-end with missing receipts, mixed currencies and rebillable lines tangled with internal costs, so the client rebill pack is rebuilt by hand.

→An agent checks each claim against its receipt and the client travel policy, tags the rebillable lines to the right engagement, and flags what is missing before invoicing.

WIP and realisation are discovered at month-end. Unbilled time sits for weeks, fixed-fee progress is guessed, and partners learn about a write-down after the books close.

→An agent builds the WIP, percent-complete and realisation schedule each month and lists the write-down candidates, so the controller decides with the evidence already in front of them.