AI Accounts Receivable Follow-up Agent
Coordinate receivables reminders with clear timing, context, and human approval.
Fewer missed follow-up dates
Tranki agent catalog
Finance
Coordinate recurring financial operations with explicit review and approval steps.
Custom solutions starting at $300 USD/month
AI Invoice Data Extraction Agent
Extract invoice headers and line items into structured finance data with reviewable evidence.
Less manual invoice entry
AI Payment Reminder Delivery Agent
Schedule and deliver payment reminders with timing rules, context, and human approval.
More consistent reminder timing
AI Accounts Payable Processing Agent
Process invoices from intake through matching and approval with clear exceptions and human finance controls.
Capture invoice details and match them to approved purchasing records.
AI Bank Reconciliation Agent
Match bank activity to accounting records, explain differences and route unresolved items for finance review.
Compare bank transactions with ledger entries and known timing differences.
AI Billing Dispute Handling Agent
Organize billing disputes, assemble evidence and route review decisions with consistent finance controls.
Capture the reason, evidence and history behind each billing dispute.
AI Budget Variance Analysis Agent
Analyze plan-versus-actual differences, explain key drivers and route material variances for finance review.
Compare approved budgets with actual results across the right dimensions.
AI Cash Flow Monitoring Agent
Monitor cash movement, project approved inflows and outflows, and route runway risks for finance review.
Monitor approved inflows, outflows and projected balances in one workflow.
AI Collections Prioritization Agent
Prioritize receivables follow-up with transparent signals for timing, risk, value and collector review.
Prioritize receivables using approved risk, value and timing signals.
AI Duplicate Invoice Detection Agent
Screen invoices for likely duplicates, explain matching evidence and route exceptions before payment approval.
Compare invoice signals across sources and vendors with consistent rules.
AI Expense Categorization Agent
Classify spending records against your finance rules and route uncertain expenses for review.
Less manual coding across receipts, cards, and expense feeds
AI Financial Report Drafting Agent
Assemble a grounded first draft of financial reports with source context, variance questions, and human review.
Less manual assembly across recurring financial reports
AI Invoice Approval Routing Agent
Route invoices through the right approval path with policy context, exception flags, and human-controlled decisions.
Fewer invoices waiting in the wrong approval queue
AI Month-End Close Preparation Agent
Coordinate month-end close tasks, evidence, dependencies, and blockers before the finance review.
Fewer close tasks lost across owners, systems, and deadlines
AI Purchase Order Matching Agent
Compare purchase orders, receipts, and invoices while explaining exceptions before approval.
Less manual comparison between orders, receipts, and invoices
AI Receipt Processing Agent
Capture structured receipt data, preserve evidence, and route unclear records for review.
Less manual entry from paper and digital receipts
AI Revenue Recognition Review Agent
Organize contract and delivery evidence for revenue review while routing timing questions to accounting.
Less manual comparison between contracts, delivery evidence, and billing
AI Tax Document Collection Agent
Organize tax document requests and intake while routing missing or unclear evidence to the right reviewer.
Less time spent chasing missing tax forms and supporting records
AI Three-Way Invoice Matching Agent
Compare purchase orders, receiving evidence, and supplier invoices while routing discrepancies for controlled review.
Less manual comparison across purchasing, receiving, and accounts payable
AI Vendor Payment Verification Agent
Compare vendor, invoice, and payment-change evidence while routing discrepancies to authorized finance review.
Less manual checking across vendor records, invoices, and payment instructions
Built around your company
Need a different workflow?
Tell us what your team repeats. We will map the process and scope an agent around your rules, systems and review steps.
Book a consultation