AI digital worker · Finance
Hannah
Finance operations specialist
Matches, chases and reconciles. Never moves money alone.
Hannah keeps the routine side of finance moving: capturing and matching bills, chasing overdue invoices, and reconciling accounts every day. Anything that moves money or doesn't add up goes to the right person, with the documents attached.
Your controller
Invoice match
INV-20417
Brightline Packaging
PO-7731
GR-5520
Unit prices.
Line 3 is billed at 21.00 per roll. The purchase order says 18.50. The receipt confirms 40 rolls delivered.
Hannah doesn't approve or pay the invoice. Your AP lead decides.
Names, companies and figures are fictional.
Names and glyphs are personas for software agents. They help your team know who handles what.
The job
The job description
Six tasks Hannah takes on, inside the systems your team already uses.
Capture and code invoices
Collects supplier invoices from inboxes and portals and codes them to the right accounts.
Match to POs and receipts
Checks each invoice against its purchase order and receipt, and flags any differences.
Route for approval
Sends bills to the right approver, following your limits and cost centers.
Chase overdue invoices
Sends payment reminders on your schedule and logs every customer reply.
Reconcile daily
Matches bank and card transactions against the ledger each day.
Prepare month-end
Builds month-end schedules and a close checklist for your controller.
Two ways to work
Hannah drafts or finishes. You set the line.
We recommend starting every task in copilot and moving it to autopilot once your team is happy with the results.
Hannah prepares. A person approves.
An invoice that doesn't match its POHannah matches a supplier invoice to its purchase order and spots a price difference on one line.
It asks your AP lead whether to approve, query or reject it.
AP lead can: approve · query · reject
Hannah finishes the job, inside your guardrails.
Reminders on overdue invoicesHannah sends polite reminders at the intervals your policy sets.
It records every reply and updates the customer's account notes.
Disputes go straight to a person.
Prepare the payment run for sign-off
Always needs a named approver
You choose the mode for each task, and can change it anytime.
A week on the job
A week with Hannah
Every morning
Reconciles the previous day's bank transactions and queues exceptions.
AutopilotWednesday
Matches the week's supplier invoices and routes them for approval.
CopilotThursday
Logs replies to last week's reminders and hands a disputed invoice to a person.
AutopilotFriday
Sends payment reminders and prepares the payment run for sign-off.
CopilotAn illustrative week. The real one depends on your tools, your volume and the rules you set.
Guardrails
What Hannah won't do without you
Hannah follows these rules on every task. Add your own on top, and every action is logged.
How oversight worksNo payment without approval
Never releases a payment. Every payment run waits for a named approver.
Flags, never forces
Flags mismatches instead of forcing a match, and logs the reason for every adjustment.
Your collections policy
Follows your collections policy for tone and timing, and hands disputes to a person.
Tools
Where Hannah works
Hannah works inside these systems, with the access you grant. Your team keeps its tools, and the work shows up where it always has.
Each connection is set up with you during onboarding, and availability varies by system, so we confirm yours before you commit.
Product names are trademarks of their respective owners.
The team
Meet the rest of the team
Hannah covers finance operations. The rest of the team covers sales, support, HR and data, with the same approvals and audit trail.
Vanessa
Sales development rep
Researches accounts, writes outreach worth answering, and books meetings for reps.
Caleb
Customer support agent
Answers customers in their language and hands tricky cases to people.
Spencer
People operations coordinator
Screens applicants, schedules interviews and gets new hires ready for day one.
Luke
Data analyst
Answers data questions in plain language, with the SQL behind every number.
Hand Hannah the invoices, reminders and reconciliations.
Tell us how your payables and receivables run today. We'll show you how Hannah would handle the routine work, in your ERP and under your approval limits.
Early access is open. No commitment.