Internal Operations
Invoice, Expense & Reconciliation Agent
Extract invoices and receipts, match them to transactions and surface the exceptions.
Invoices & receiptswhat staff send in
Accounting systemposted entries
Banking systemcleared transactions
Exception listback to finance staff
It starts with the pile. Invoices and receipts, however they arrive.
What it does
Four Jobs, One Agent
Matches them against transactions and against the correct award.
Surfaces duplicates, mismatches and anything unallocated.
Keeps the documentation attached for audit.
Where it fits. Allocating shared costs across four awards correctly is exactly what a federal audit looks at. The agent keeps that defensible.
Getting started
What It Takes, What You Get
What we need from you
Integration into your accounting and banking systems and your allocation rules across awards and cost centers.
What you get
Matched, documented expenses, an exceptions queue instead of a shoebox and audit-ready documentation.
Available With Setup
We configure this around your organization: your programs, approved information, workflows and requirements.
How it connects
Invoices & receipts, accounting system, banking system and exception list, linked in one workflow.
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