Finance and back office
Close the month without retyping the same numbers.
Finance teams spend a lot of time moving information from one document into another. A Ganvix agent reads what arrives, checks it against your records, chases what is missing, and puts the real exceptions in front of a person.
Where it hurts today
Sound familiar?
Invoices, purchase orders and receipts arrive by email in every format.
Someone retypes the fields into the accounting system.
Missing documents are chased by hand, one email at a time.
Month-end is a scramble to find and explain the mismatches.
What the agent does
The pattern, taken off your team's hands.
Reads what arrives
It reads invoices, purchase orders and receipts from your inbox and shared folders and pulls out the fields you care about.
Matches and checks
It compares each document with your records and rules, and marks what matches and what does not.
Chases what is missing
It drafts reminders for the documents or approvals still outstanding, for a person to send.
Prepares the exception list
Instead of a pile of documents, your team gets a short list of items that need a decision, with the reason for each.
Control
Where your people stay in control.
A person approves every exception and every action that touches money.
We design the agent so that payments are always released by your people, never by the agent.
You set the matching rules and the tolerances.
Works with
The tools you already use.
- Email and shared drives, such as Google Drive or SharePoint
- Spreadsheets and exports from your accounting or ERP system
- Approval tools, such as Monday.com
These are examples. If you use something else, ask us: most tools with an integration, an API or an export can be connected.
To get started
What we would need from you.
- Sample invoices, purchase orders and receipts.
- Your matching rules and tolerances.
- An export of, or read access to, your accounting or ERP data.
- Who approves exceptions.
Can the agent pay invoices?
No. We design it so that any action involving money is approved and released by your people. The agent prepares and checks; it does not pay.
How accurate is the reading of documents?
That depends on your documents. We test on your real samples before anything goes live, show you the results, and keep a person reviewing until you are satisfied with them.
Will it work with our accounting software?
It can work with systems that offer an API or an export, and we can start from exports if a direct connection is not possible. Tell us what you use and we will say honestly what is feasible.
Related
Other places we help.
Tell us about a process you would like to run better.
We reply personally, with how AI could help and what it would take.
hello@ganvix.in