💰 Finance AI

Hire AI Agents for Finance and Bookkeeping

Month-end should not mean chasing invoices by hand. We build AI agents that answer routine billing questions and automate payment follow-up, scoped to your workflow, with sensitive topics always escalated to your team.

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100%Custom-scoped to your workflow

24/7Client Q&A availability

24-72hTime to first live agent

Sample conversation

Client
"Can you resend last month's invoice?"

AI Support Agent
"Sent to your email on file - let me know if you need anything else."

Resolved

The Problem

Billing Questions and Follow-Up Eat Your Team's Time

Bookkeeping and finance teams spend hours each week answering the same billing questions and manually chasing overdue invoices, time that could go toward closing the books and advising clients.

The Solution

AI Agents for Client Communication, Not Money Movement

An AI agent answers routine billing and account questions instantly, drafts and sends invoice reminders and follow-ups, and escalates anything sensitive, such as disputes or account changes, straight to your team.

Benefits

Why Businesses Deploy These Agents

🧾

Automated Invoice Follow-Up

Payment reminders go out on schedule without manual chasing.

💬

Instant Billing Q&A

Clients get answers to routine account questions immediately.

🔐

Sensitive-Topic Escalation

Disputes and account changes route straight to a human.

📈

Monthly Reporting

A summary of client interactions and follow-up status, every month.

Related AI Agents

Agents Built for Finance AI

Every finance AI agent is custom-scoped to your workflow and tools. The agents below are common starting points, not the limit of what we can build.

💬

Client Support Agent

Answers client billing and account questions across chat and email.

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🧾

AI Email Assistant

Drafts invoice reminders, client updates and follow-ups.

View Details →

View All AI Agents →

Pricing

Finance AI Agent Plans

One-time setup, then a flat monthly maintenance fee. Cancel anytime.

Small Business

$300 setup

+ $99/month

1 channel or single use case
Trained on your policies and data
Human escalation

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What a Typical Rollout Looks Like

A bookkeeping firm connects its invoicing tool to an AI email assistant that drafts and sends payment reminders on a schedule, while an AI support agent answers routine client questions about invoices and statements, escalating anything account-sensitive to the team.

Real client case studies will be published here as engagements complete.

ScheduledInvoice reminders

24/7Client Q&A

100%Human-handled account changes

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Get Your Finance AI Agent Scoped

Submit the form and it opens WhatsApp with your details pre-filled — including the source, category and this exact request — so we can respond instantly.

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FAQs

Finance AI Agents - Common Questions

No. These agents only handle client communication, such as answering questions, sending reminders and scheduling. They never have authority to move funds, process payments or file returns, and anything financial in nature is routed to your team.

Most firms start with an AI email assistant to automate invoice reminders and follow-up, paired with a client support agent that answers routine billing questions, freeing your team to focus on the books rather than repetitive replies.

Small Business plans start at a $300 one-time setup fee plus $99 a month for a single workflow, such as invoice reminders. Growing Business plans covering client Q&A and multiple tools run $1,000 setup plus $250 a month. Enterprise pricing is custom.

We follow least-privilege integration practices, connecting only to the specific data the agent needs, and configure sensitive topics like account changes or disputes to escalate to a human rather than being handled automatically.

Invoicing software sends the same reminder to everyone on a fixed schedule. An AI agent can hold a real conversation, answer follow-up questions, and adjust tone or timing based on the client, while still following your escalation rules for anything sensitive.

A single workflow, such as invoice reminders, typically goes live in 24-72 hours. Setups spanning multiple tools and client Q&A take 1-2 weeks.

No. We handle the setup and integration. You share your invoicing tool, common client questions and escalation rules, and we build the agent around them.

We commonly connect to invoicing and accounting tools like QuickBooks and Xero, along with email, using n8n, Make or Zapier as the integration layer. Tell us your stack and we'll scope the connection.