Finance and documents
Invoices, payments, month-end close, contracts and official mail – work where a mistake is far more expensive to fix than to prevent. The agent extracts the documents, checks them against orders and templates and prepares them for approval. Posting and signing always stay with the accountant or the lawyer.
Finance and accounting
The agent prepares and checks documents, payment matching and month-end materials – the decision and the approval always stay with the accountant.
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Capturing incoming invoices
The agent reads an invoice from an email or scan, extracts the supplier, line items, amounts and VAT, and prepares the entry in your accounting system. The accountant confirms the posting.
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Matching invoices to purchase orders
The agent compares each invoice with the purchase order and delivery note and flags differences in price or quantity, as well as duplicates. Discrepancies are passed to the responsible person for comment.
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Payment matching and reminders
The agent proposes how to match incoming payments to issued invoices by reference number, amount or payer name – ambiguous cases are left to the accountant. For overdue invoices it drafts a reminder in the agreed tone and sends it only after your approval.
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Month-end close preparation
Ahead of the close, the agent identifies which documents are missing or awaiting approval and requests them from the colleagues responsible. The accountant gets a list of what is still outstanding.
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Questions about the numbers
Management asks in plain language – revenue by cost centre, unpaid invoices, costs for a period – and the agent answers from the accounting data with a reference to the source. It only reads the data and never changes it.
For example, an accounting inbox receives hundreds of invoices a month – PDFs, scans and photos taken on a phone. The agent extracts the data from each one, checks the VAT number in VIES and the bank account against the tax authority's register, matches the invoice to its purchase order and prepares the accounting entry. The accountant approves the prepared documents instead of retyping them.
Contracts and documents
The agent takes over reading, checking and sorting documents – it extracts data from emails, scans and PDFs, compares it against your rules and files it where it belongs.
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Extracting data from documents
From contracts, amendments, powers of attorney or official decisions – whether from email or a scan – the agent extracts the parties, amounts, deadlines and reference numbers and records them in the DMS or ERP. Anything illegible or ambiguous is flagged for manual review rather than guessed.
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Checking contracts against your template
The agent compares a draft contract with your template and internal rules, highlights deviations and missing clauses and prepares a plain-language summary of the risks. Changes and signing are decided by the lawyer or a director.
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Tracking deadlines and expiry dates
The agent records notice periods, automatic renewals, warranty expiry and payment due dates from your contracts and reminds the responsible person well in advance, together with a suggested next step – terminate, renew or renegotiate the terms.
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Sorting and filing documents
The agent recognises each incoming document by type – contract, invoice, termination notice, official correspondence – names it according to your conventions, files it in the right DMS folder and notifies the person who needs to act on it, including the deadline. Official e-government mail (slovensko.sk) addressed for personal delivery is always collected by an authorised person – the agent only records it and tracks the deadline.
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Generating documents from templates
Using data from your CRM or ERP, the agent fills in your templates – a non-disclosure agreement, a purchase order, a framework agreement, a power of attorney – checks the mandatory fields and prepares the document for review and signature. It never changes the template wording, only the variable data.
For example, a trading company receives contracts and amendments from suppliers in dozens of formats, and the lawyer would have to read every one in full before signing. The agent compares each draft with the company template, highlights deviations in payment terms, liability or notice periods and prepares a summary. The lawyer knows in advance where the contract departs from the template and decides on signing.
Where else an agent helps
Sales and customers
Enquiries, quotes, orders, customer support, e-commerce and marketing content.
4 areas · 20 use cases Group 03Operations and logistics
Transport, shipment tracking, supplier documents, warehouse, production and field service.
3 areas · 15 use cases Group 04People and industries
HR and internal processes, clinics and healthcare, real estate and property management.
3 areas · 15 use cases
Which of these would you hand to an agent first?
In a free consultation we walk through one of your real requests from this area and show which steps an agent would take over and where a person stays in the loop. No strings attached.
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