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honestAI

What we automate · Finance

AI agents for finance operations.

HonestAI deploys agents that capture invoices, match them to POs and receipts, reconcile ledgers and prepare close packs. Controllers approve exceptions, postings above threshold and anything that leaves the business.

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The problem

Where finance time goes today.

Close takes too long

Reconciliations and accrual support are assembled by hand in spreadsheets, so close slips and review time gets squeezed.

AP is a matching exercise

Most AP effort goes into keying invoices and chasing three-way-match mismatches rather than managing suppliers and cash.

Audit evidence is scattered

Support sits across email, shared drives and the ERP, so every audit request starts a search.

Workflows

Work agents complete.

Each workflow is scoped with your team and measured against today's baseline before it runs in production.

  • 01Invoice processing

    Reads invoices from email and portals, extracts header and line data, codes to GL and matches against PO and goods receipt.

  • 02General ledger reconciliation

    Matches bank, sub-ledger and intercompany balances, explains breaks and drafts reconciling entries.

  • 03Month-end close

    Runs the close checklist, gathers accrual support and prepares the close pack for controller review.

  • 04Expense auditing

    Checks every claim against policy, receipts and duplicates, and flags only the exceptions.

  • 05Cash forecasting

    Builds the weekly cash view from AR ageing, AP runs and committed spend.

  • 06KYC

    Collects and checks customer and counterparty documents and assembles a review-ready file.

  • 07Financial reporting

    Drafts management reporting packs and variance commentary from the ledger.

Agent roles

Example agents.

AP Agent

Invoice capture to payment proposal, with exceptions routed to the right approver.

Reconciliation Agent

Daily bank and ledger matching with explained breaks.

Close Agent

Checklist orchestration, support collection and close-pack drafting.

Operating model

What changes, before and after.

Illustrative operating model. Results are measured per engagement against your baseline.

Before

  • — Invoices keyed by hand
  • — Reconciliations in spreadsheets
  • — Close support gathered at month-end
  • — Audit requests start a search

With HonestAI agents

  • Agents capture and match; people clear exceptions
  • Breaks explained daily
  • Close pack drafted for review
  • Every action logged with its source

How we deliver

From first workflow to operated agent.

  1. 01

    Discover

    Map volumes, systems and hand-offs with your finance team.

  2. 02

    Redesign

    Agree which steps agents complete and where people approve.

  3. 03

    Deploy

    Connect agents to your systems with least-privilege access.

  4. 04

    Operate

    We monitor accuracy and exceptions and report monthly.

Related

Keep exploring.

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