Digital ClerX connects effortlessly with your existing finance systems, including ERPs, accounting tools, procurement platforms, BI tools, and cloud storage. So, the AI agents in Finance work with live data, in real time, with no disruption.
SAP
Oracle
Microsoft Dynamics 365
Zoho
NetSuite
Workday
Infor
SharePoint
QuickBooks
Xero
FreshBooks
Coupa
SAP Ariba
Ivalua
Power BI
Tableau
Azure
AWS
DocuSign
faster transaction processing
saved per employee yearly
annual cost savings
lower fraud losses
more accurate forecasts
boost in cash flow
self-serve support
Our pre-trained AI agents in Finance collaborate to automate your most critical and complex workflows and deliver a deeper impact on your outcomes.
Our AI agents extract invoice data, match POs and receipts, route for approvals, and sync with your ERP, eliminating bottlenecks and late payments.
Our vertical agents track dues, trigger smart reminders, reconcile payments, and update records, speeding up collections and improving cash flow.
The multi-agent systems capture receipts, apply policy checks, and process reimbursements automatically, reducing manual review and ensuring compliance.
Finance AI Agents manage RFQs, PO approvals, GRNs, and invoice validation, driving efficiency and cost savings across procurement and finance.
AI agents for finance handle order validation, invoicing, credit checks, and payment tracking, accelerating revenue recognition and reducing leakage.
Agents gather, reconcile, and validate data across systems, creating accurate, real-time reports aligned with IFRS and GAAP standards.
Pretrained forecasting agents analyze real-time AP/AR data and spending patterns, empowering finance leaders with accurate predictions.
From document collection to validation and risk checks, agents streamline onboarding, reducing cycle time and ensuring policy adherence.
Agents support period close activities by reconciling accounts, identifying anomalies, and preparing reports, shortening close cycles.
Digital ClerX is designed to meet the strict security, auditability, and data privacy requirements of modern finance teams, so you can automate with confidence.
Our agents are pretrained with finance domain knowledge and can reason, collaborate, and adapt to your workflows. Unlike RPA, they work with unstructured data, handle exceptions intelligently, and scale across multiple processes without scripting.
No. Our agents come pretrained on finance operations and can start delivering value quickly. We ground them on your enterprise data for accuracy and adaptability without requiring model training from scratch.
Most implementations take between 2–6 weeks, depending on the complexity of workflows and integrations. We also offer a free workshop to assess your automation readiness.
Yes! You can book a live demo to see how our AI agents work in real finance workflows, or join a free workshop to explore how agentic automation fits into your processes.
