AI employees for finance and banking. They follow your SOPs and show their work.

Keeps the chart of accounts, cost centers, entities and FX rate tables clean, governed and mapped.

Onboards and maintains suppliers, verifies bank details, screens for fraud and collects W-9/W-8 forms.

Onboards customers, scores credit applications, and sets and monitors credit limits.

Positions cash daily, imports bank statements, runs sweeps, and forecasts short-term liquidity.

Builds budgets, rolling and driver-based forecasts, long-range scenarios and capital plans.

Calculates current and deferred tax, the effective tax rate and uncertain positions, and writes the tax footnote.

Captures time and pay changes, calculates gross-to-net, payroll tax and garnishments, and issues payslips.

Prepares manual, recurring, accrual and correcting journal entries and watches sub-ledger postings into the GL.

Turns approved requisitions into purchase orders, manages PO changes and captures goods receipts.

Validates sales orders, pricing and terms, and hands clean orders to fulfillment.

Manages bank accounts and signatories, bank fees and connectivity, debt, investments and covenants.

Produces the management P&L, KPI dashboards and board pack, and explains variances and profitability.

Prepares corporate income tax returns, estimated payments, tax data packages and transfer pricing files.

Funds and releases the pay run, remits payroll tax, posts payroll to the GL and reconciles it.

Runs the close calendar, approves journals, reviews the trial balance and flux, and locks the period.

Takes invoices from intake to approval: capture, extraction, coding, matching, exceptions and routing.

Issues invoices, runs recurring and usage billing, processes credit memos and sends e-invoices.

Executes treasury payments, settles intercompany netting, and screens payments for fraud and sanctions.

Determines sales, use and VAT, prepares and files indirect tax returns, and manages exemption certificates.

Reconciles bank, sub-ledger, suspense and balance sheet accounts and certifies them each period.

Clears GR/IR and accruals, reconciles vendor statements, and analyzes AP aging and DPO.

Ingests remittances, matches payments to invoices, and resolves unapplied and on-account cash.

Measures FX and interest-rate exposure, and executes and documents hedges within policy.

Runs the tax calendar, handles notices and audit data, and owns withholding and 1099/1042 reporting.

Records, matches and nets intercompany transactions and books transfer pricing true-ups.

Builds payment runs, generates bank files, takes early-pay discounts and sends remittance advice.

Prioritizes past-due accounts, runs dunning, manages disputes and deductions, and tracks promises to pay.

Collects subsidiary results, translates currencies and runs eliminations to produce consolidated numbers.

Audits expense reports and receipts against policy and reconciles corporate card transactions.

Estimates bad-debt allowances, analyzes AR aging and DSO, and feeds the cash forecast.

Owns the asset register end to end: capitalization, depreciation, leases, CIP, impairment and disposals.

Maintains cost allocations, overhead absorption and inventory valuation, and analyzes cost and spend.

Writes accounting policy and memos, and decides revenue, hedge, equity-method and purchase accounting.

Prepares financial statements, footnotes, SEC, statutory, regulatory and ESG filings from the locked ledger.

Tests controls, tracks deficiencies, monitors segregation of duties and supports internal and external audit.

Maintains ERP and planning configuration, user access, interfaces, and reporting and planning templates.

Opens, closes and services retail current and savings accounts and handles cash withdrawals.

Takes and qualifies applications for mortgage, personal, renewal, merchandising and BNPL loans.

Opens, maintains, blocks and closes corporate current accounts, signatories and debit card services.

Executes credit transfers and SWIFT payments, handles request-to-pay, and runs standing orders.

Sets up, activates, blocks, replaces and renews cards, and handles card billing and repayments.

Plans client relationships, finds opportunities, and takes in loan, credit and pricing requests.

Opens relationship cases, handles product support and failed self-service, and updates eligibility.

Builds investment plans, selects products, reviews performance and rebalances portfolios.

Designs, bundles, launches, changes and phases out banking products.

Books deposits, accrues interest, and runs the term deposit lifecycle for retail and corporate customers.

Underwrites mortgage, personal, renewal, merchandising and BNPL credit within policy.

Sets up sweeps, notional pools, virtual accounts and corporate payroll services.

Processes direct debit collections, refunds and reversals, and maintains B2B and SEPA mandates.

Handles issuer and acquirer chargebacks, information requests, and non-chargeback card disputes.

Verifies customers, runs CDD, KYC and other regulatory checks, and clears onboarding.

Staffs the contact center, manages branch cash and ATMs, and reviews channel performance.

Processes, closes and funds consumer loans: collateral, insurance, title, closing and disbursement.

Issues and settles letters of credit and guarantees, checks shipping documents, and closes trade loans.

Reviews card delinquency, works card collections, and reviews collection actions.

Plans and runs internal, external, retention and upsell campaigns and measures their performance.

Collects instalments, books loan payments, handles payoffs and reports to investors.

Analyzes competitors, segments, product portfolios and behaviour models, and reports customer insights.

Underwrites corporate, syndicated and trade finance credit and monitors borrower financials.

Closes, funds and services corporate and syndicated loans, including agency and participations.

Structures syndications, securitizations and commercial paper, from mandate to distribution.