Finance Operations Automation
Automate invoicing, collections, reconciliation, and financial workflows with AI agents that understand spreadsheets and business logic.
Last updated: January 15, 2026
Why Finance Teams Choose Decisional
Finance operations teams often work with data scattered across spreadsheets, PDFs, emails, and multiple systems. Manual processes for invoicing, collections, and reconciliation are time-consuming, error-prone, and don't scale.
Decisional's AI agents automate these workflows by working directly in your spreadsheets—reading documents, applying business logic, and taking actions like sending emails or updating records.
Finance Automation Use Cases
Automated Invoicing
Generate invoices from contracts, usage data, or service records automatically.
Example workflow:
- Upload customer list with contract references
- Agent reads each contract to determine billing terms
- Agent calculates invoice amounts based on usage/dates
- Agent generates invoice documents and emails them
- Status updates populate your spreadsheet
Collections Follow-Up
Automate payment reminders and escalation based on aging.
Example workflow:
- Upload accounts receivable spreadsheet
- Agent evaluates days past due for each invoice
- Agent sends tiered follow-ups (friendly reminder → firm notice → escalation)
- Agent logs all communications and updates status
- High-risk accounts flagged for review
Financial Reconciliation
Match transactions across bank statements, payment gateways, and internal records.
Example workflow:
- Upload bank statement, payment gateway export, and ledger
- Agent cross-references transactions by amount, date, reference
- Matched transactions marked as reconciled
- Unmatched items flagged with discrepancy reason
- Summary report generated for review
Expense Processing
Extract data from receipts, categorize spending, and populate expense reports.
Example workflow:
- Upload expense receipts (PDFs, images)
- Agent extracts vendor, amount, date, category
- Agent validates against expense policy
- Out-of-policy expenses flagged for approval
- Expense report populated for submission
Vendor Invoice Processing
Extract data from incoming invoices and prepare for payment.
Example workflow:
- Receive vendor invoices (email or upload)
- Agent reads each invoice (any format)
- Agent extracts vendor, amount, due date, PO number
- Agent matches to purchase orders if applicable
- Payment queue populated with approved invoices
Why AI Agents Work for Finance
Handles Document Variety
Invoices, contracts, and statements come in many formats. AI reads and understands them without requiring standardized templates.
Applies Business Logic
Complex billing terms, discount structures, and payment policies are understood and applied—not just rigid rules.
Spreadsheet Native
Finance teams already work in spreadsheets. Decisional embeds into that workflow rather than requiring new tools.
Audit Trail
Every action is logged. Human-in-the-loop approvals ensure compliance for high-value transactions.
Impact for Finance Teams
90%
Reduction in manual entry
10X
Faster invoice processing
100%
Audit trail coverage
0
Missed follow-ups
Related Resources
Automate your finance operations
Transform invoicing, collections, and reconciliation with AI agents.