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What is an Agent?

Imagine a highly skilled colleague who never sleeps, works at lightning speed, and can instantly analyse mountains of data. That’s what an AI agent is. These advanced tools are built to handle specific tasks in operations and finance, such as streamlining approvals, reconciling accounts, or reviewing timesheets.

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Unlike traditional AI systems, agents are proactive and adaptable, constantly learning to improve their performance. They work alongside your existing team, eliminating repetitive manual tasks, giving you time to focus on higher-order strategic activities.

Agent Finance In Action

CFO Designed.
AI Delivered.

We are a team of exceptional Australian CFOs and AI developers dedicated to simplifying and automating your business workflows.

Use Cases

Each Agent is custom designed and built to deliver your unique workflow requirements, fully integrated with your existing technology.

Agent Rob (Accounts Payable)

Agent Rob saves you thousands of hours of manual entry:

 

  • Locates all invoices from your invoice mailbox

  • Extracts data from invoices using OCR

  • Allocates correct GL Account and Cost Code

  • Obtains payment approval based on your bespoke approval workflows

  • Flags potential fraudulent invoices

  • Manages payment timing to improve cashflow

42% ↑ Delivery on Time

Agent Olivia (Payroll)

Agent Olivia ensures all your staff are paid correctly and on-time:

 

  • Compares timesheets to scheduled hours

  • Compares payroll to prior period

  • Flags potential anomalies

  • Passes key information from time recording software directly to financial software

  • Higher accuracy rate than human counterparts

350% ↑ in Training Efficiency

Agent Chad (Cashflow)

Agent Chad gives you real-time visibilty over your cashflow position:

 

  • Monitors all bank accounts, accounts receivable and accounts payable

  • Forecasts future cashflows using historic trends and upcoming payments

  • Provides automated alerts for agreed cash level thresholds

  • Reconciles bank statement discrepancies

  • Simulates cashflow scenarios for improved decision making

  • Creates real-time detailed cashflow reports

Average 1.4 Day Saving

Other Use Cases

Accounts Receivable

Send automated reminders for overdue payments, reconcile received payments, and generate aging reports, ensuring cash flow is optimised.

Expense Management

Review employee expense claims, flag policy violations, and integrate approved claims into accounting software for reimbursement.

End-of-Month Close

Reconcile accounts, ensure data accuracy, and prepare financial statements, significantly reducing the time required for closing books.

Commissions

Calculate complex commissions with supporting reporting, providing real-time visibility of performance to date to share with employees.

Operations

Automate purchase order approvals, track vendor performance, and ensure payments are processed on time to maintain strong supplier relationships.

FP&A

Generate real-time financial forecasts, scenario modelling and variance analysis, providing actionable insights for decision making.

See Agent Finance AI In Action

Transform your Finance & Operational Workflows

Schedule a demo to see how AI Agents can automate your processes, boost efficiency, and drive smarter decision-making.

Challenge

Global EV player entered the Australian market looking for a bespoke system to manage all finance and operational workflows throughout the customer life-cycle.

Solution

We implemented an end-to-end platform, leveraging AI agents to automate the entire client and suplier invoicing process, incorporating car acquisition, fuel, insurance, tolls, servicing, tyres, monthly client fees and the eventual car disposal.

Case Study

Result

"I have never experienced or seen technology built at such quality in such short timeframes. Rob, Chad and the Agent Finance team have a deep understanding of finance and operational workflows. My team can focus on selling and customer relationships, in the knowledge that the repetitive administrative tasks are being handled by our platform.

 

I would heavily recommend Agent Finance to help simplify and grow your business."

Boyd Stidwill

Boyd Stidwill

CEO - BYD Fleet

What Our Clients Say

“The AI agents built Agent Finance have completely transformed our internal finance operations. Tasks that used to take hours are now handled automatically, with incredible accuracy and speed.

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We’ve significantly reduced costs and freed up our team to focus on more strategic work. The ROI has been phenomenal—this is the future of finance, and we’re thrilled to be ahead of the curve.”

Cameron Francis

Cameron Francis

CEO - Highlands Recovery

Partnering with Agent Finance to implement AI agents has been a game-changer for our business. By automating significant parts of our invoicing processes, we’ve drastically improved efficiency and accuracy. What used to be a time-consuming and error-prone task is now seamless, freeing up valuable resources.

 

We’re seeing faster turnaround times, reduced costs, and a more streamlined workflow—our team can now focus on growth, knowing these critical processes are handled reliably.

Rob Chaloner

Rob Chaloner

Founder - Stratton Finance

“The AI agents built Agent Finance have completely transformed our internal finance operations. Tasks that used to take hours are now handled automatically, with incredible accuracy and speed.

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We’ve significantly reduced costs and freed up our team to focus on more strategic work. The ROI has been phenomenal—this is the future of finance, and we’re thrilled to be ahead of the curve.”

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Rob and the team helped automate our invoicing process. We’ve drastically improved efficiency and accuracy. What used to be a time-consuming and error-prone task is now seamless, freeing up valuable resources.

 

We’re seeing faster turnaround times, reduced costs, and a more streamlined workflow—our team can now focus on growth, knowing these critical processes are handled reliably.

What Our Clients Say

Cam Francis

Cameron Francis

CEO - Highlands Recovery

Rob Chaloner

Rob Chaloner

Founder - Stratton Finance

Leverage AI agents to simplify your operational and finance workflows

Agent Finance is a Melbourne-based AI studio. We build custom AI agents to automate your exact processes, improve data accuracy and reduce costs.

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Functions

Payroll

AI agents automate payroll calculations, tax compliance and payments, reducing errors and admin effort. They flag anomalies and provide audit-ready reports instantly.

Accounts Receivable

AI agents automate invoicing, payment reminders, and collections, improving cash flow and predicting delays.

Accounts Payable

AI agents process invoices, match purchase orders, and schedule payments, cutting errors and saving time.

FP&A

AI agents automate data aggregation, forecasts, and scenario analyses, enabling faster, more accurate decisions.

Operations

AI agents streamline tasks like inventory tracking and order management, identifying bottlenecks and suggesting improvements.

HR

AI agents automate hiring, onboarding, and data management, analyse trends, and recommend tailored training for engagement.

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