AI agents for finance teams in interior design

A designer finishes the concept presentation on a Thursday, nobody tells the finance person, and the stage invoice goes out three weeks later, so the studio is carrying its own fee while clients assume everything is already settled.

→An agent watches each project's stage in Streamtime or the portal, drafts the matching invoice from the agreement as soon as the stage closes, and queues it for the principal to approve and send.

A client pays a large deposit by bank transfer with a reference that says only their surname, and weeks later nobody can say how much of it is still unspent or which room it was meant for.

→An agent matches each incoming payment to the client and project, keeps a running balance of unspent deposit, and lists the payments it could not match for a person to place.

A vendor invoice arrives with a freight surcharge and a price that differs from the purchase order by a few dollars a line, and it is paid because nobody had time to compare it before the due date.

→An agent compares each vendor and freight invoice with the order and the delivery record, lists every difference, and holds the bill in the approval queue so a person decides before it is paid.

The close slips every month because deposits, vendor credits, and card spend must be untangled project by project, and the principals only learn that a job was thin when it is already finished.

→An agent reconciles the bank feed, builds the unearned deposit schedule, and tracks margin per project through the month, so the partner pack is drafted and thin jobs are visible while there is still time to act.