AI Finance Agent
Powered by LLM — analyzes your treasury data intelligently
Total Invoices
743
In database
Paid
701
Successfully processed
Processing
17
Awaiting confirmation
Tags Created
1
System + custom tags
AI Capabilities
Available and upcoming AI-powered actions for your treasury.
Auto-Tag Invoices
Analyze all invoices using AI and assign smart tags based on receiver, category, amount, and payment method.
Spend Anomaly Detection
Identify unusual spending patterns, duplicate invoices, and outlier payments compared to historical averages.
Cash Flow Forecast
Project next 30/60/90 day treasury positions based on fixed costs, recurring invoices, and historical patterns.
Invoice Categorisation
Automatically categorise uncategorised invoices using supplier name and description matching.
Duplicate Invoice Detector
Scan for potential duplicate payments — same receiver, similar amount, within a 30-day window.
Smart Summary Report
Generate a plain-English treasury summary for any period — ideal for board reporting and finance reviews.
How AI tagging works
The AI analyzes each invoice's receiver name, category, amount, payment method, and status. It then assigns relevant tags from your tag library (or creates new ones) to help you filter, group, and report on invoices more effectively. All tag assignments are logged in the Audit Log.