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Automation Agents

AI-Powered Workflows

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🤖 Intelligent Automation

AI Automation for Finance

Build custom automation flows to streamline your financial workflows. No coding required - configure and deploy in minutes.

Pre-built Templates
AI-Powered Processing
Enterprise Security
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Expense Report Processor

Accounting Automation

Beginner

Automatically process and categorize expense reports from emails and attachments

Monitor email for expense reports
Extract attachment data using AI
Categorize expenses automatically
+ 3 more steps
⏱️ Saves 5-7 hours weekly
⚡ 10 minutes setup
📊

Financial Report Generator

Reporting Automation

Intermediate

Automate monthly financial reporting, analysis, and distribution

Pull data from multiple sources
Generate ratio analysis
Create visualization charts
+ 3 more steps
⏱️ Saves 10-12 hours monthly
⚡ 20 minutes setup
🔍

Investment Research Assistant

Research Automation

Advanced

Automate stock research, analysis, and opportunity alerts

Monitor stock screeners
Pull financial data via APIs
Calculate key metrics
+ 3 more steps
⏱️ Saves 8-10 hours weekly
⚡ 30 minutes setup
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Expense Report Processor

Automatically process and categorize expense reports from emails and attachments

Accounting Automation⏱️ Saves 5-7 hours weekly

🔄Automation Flow

Step 1
Monitor email for expense reports
Step 2
Extract attachment data using AI
Step 3
Categorize expenses automatically
Step 4
Validate against company policies
Step 5
Export to accounting software
Step 6
Send approval notifications