Invoices, bills, and books handled automatically.
Digital Workers that ingest invoices, reconcile transactions, forecast cash flow, chase receivables, and keep your books audit-ready.
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The books are always behind.
Digital Workers in Finance & Accounting
Invoice Intake Specialist
Ingests vendor invoices from email, PDFs, and uploads, then extracts every line item into your accounting system.
Invoice Reconciler
Matches invoices to purchase orders and receipts, flags discrepancies, and prepares reconciliation reports.
Cash Flow Forecaster
Forecasts your cash position 30, 60, and 90 days out — using real receivables, payables, and historical patterns.
Financial Reporter
Generates financial reports — P&L, balance sheet, AR aging, and custom reports — on schedule or on demand.
Billing Coordinator
Generates and sends invoices, tracks payments, and follows up on overdue accounts — keeping your revenue flowing.
Payment Term Optimizer
Analyzes your payment terms across vendors and customers, recommends changes, and models the cash flow impact.
Expense Auditor
Reviews expense reports, checks for policy compliance, flags anomalies, and processes approved expenses into your books.
How Finance & Accounting works
Invoices are ingested
From email, uploads, or scans — your Digital Worker extracts line items, matches vendors, and enters data into your accounting system.
Transactions are reconciled
Invoices are matched to POs and receipts. Discrepancies are flagged. Reconciliation reports are generated automatically.
Cash flow is forecasted
Using real AR/AP data, the Cash Flow Forecaster projects your cash position 30, 60, and 90 days out.
Integrations
Best for
Finance & Accounting starts at $200/mo as a standalone department. Bundle discounts and 25% annual savings available. White-glove onboarding included.
See full pricing →Finance & Accounting FAQ
No. Finance Digital Workers handle data entry, reconciliation, and reporting — the repetitive work that eats your accountant's time. Strategic advice, tax planning, and audits still require a CPA.
SmartMode AI integrates with QuickBooks, Xero, and NetSuite. Support for additional platforms is available on Scale plans.
Invoice Intake accuracy typically exceeds 95% for standard formats. Non-standard formats are flagged for human review. Accuracy improves over time as the system learns your vendors.
Yes. The Billing Coordinator generates invoices, sends them via email with payment links, tracks payments, and follows up on overdue accounts automatically.
Yes. All financial data is encrypted in transit and at rest. Access is role-based and logged. SmartMode AI uses US-based infrastructure with SOC 2 controls.
Finance & Accounting is $200/mo as a standalone department, or $600/mo as part of the Operations Bundle (HR + Operations + Finance). Annual billing saves 25%. White-glove onboarding included.
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See the nine-department digital workforce in action. Plans start at $75/mo.
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