Skip to content
AI agents for finance teams

Close faster. Chase less.

The matching, chasing and tying that fill a finance team’s month, handed to agents that work to your ledger and your limits.

  • 10 agents
  • $12,500 fixed, each
  • Live in 3 to 6 weeks
Let’s build your agent See all 10
A week for finance: five jobs, each handled by its agent. Three-way reconciliation (Merchant account · yesterday) waits for the controller.
35% Faster invoice cycle.For an agency that moved billing, staffing and project status into one place. Read the case study
Watch one work

Watch an invoice meet its PO. The controller only sees the one that’s off.

It reads the invoice, finds the purchase order and the receipt, and compares all three line by line. If they agree, the bill is posted. If they don’t, it waits for someone on your team.

The invoice matching workflow. In comes INV-4471 · Alder Supply. The agent works through: reads the invoice, then finds the PO and the receipt, then checks every line against your tolerance. When everything checks out, it ends at: posted as a draft bill, PO attached. When the hinges × 120 check flags “$212 over”, it goes to the controller, who is asked: Approve a $212 difference on PO 2208?

This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.

30 hoursa week backExample: an AP team handling 1,800 invoices a month See what’s included
The agents

Ten agents for the month-end grind. Same fixed price, whichever you pick.

Every agent here is already built, and each one has a full page. Bring the one you want to a call.

Built for finance

Money moves only when a person says so.

  • No agent releases money

    Agents match and draft. Bills land as drafts for your team to release, and paying anyone stays with your team.

  • Every number traces to its source

    Each figure links back to the invoice, the entry or the bank line.

  • Your limits, to the dollar

    Tolerances and approval limits are yours, and anything over them waits for a person.

Questions

What people ask.

Which accounting systems do these work with?
The one you already run. If it has no way for software to connect, building one is quoted separately, and we say so on the first call.
Will our auditors be comfortable with it?
Every decision is logged with what it read and who approved it, which is usually more of a trail than a spreadsheet leaves.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
Can we start with more than one?
Yes. Three agents share most of the setup, so together they’re $30,000 instead of $37,500. Not sure which three? An AI Jumpstart maps it with you.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Which finance job would you hand off first?

Bring the one that eats month-end. We’ll show you an agent doing it on work like yours.

Let’s build your agentBrowse all agents
New to Switchboard Agents? How it works, what’s included, and what it costs.
  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
See the service
Switchboard Agents$12,500 fixed · live in 3 to 6 weeks How it works Let’s build your agent