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Digital Employees for finance
Move documents, reports and admin faster, while your people make the calls that matter.
Where finance teams lose time
Extracting information from documents
Checking figures against source data
Chasing information from clients
Preparing routine reports
Keeping records organised
Repeating the same admin each month
Recommended Digital Employees
Research Analyst
Gathers and organises information for review.
Information Processing Employee
Extracts and structures data from documents.
Reporting Employee
Prepares routine reports for your team.
Admin Assistant
Handles recurring administrative tasks.
Example workflow
Documents received
Files or statements come in from a client.
Extract
Relevant information is pulled out.
Check
The information is checked against source data.
Summarise
A clear summary is prepared.
Human review
Your team reviews before anything is finalised.
Frequently asked questions
Does it give financial advice?
No. Digital Employees handle document processing, reporting and admin. Financial decisions and advice stay with your people.
Can it work with the documents our clients send us?
Yes. An Information Processing Employee can be set up around the document types your firm regularly handles.
Who checks the numbers before anything is sent?
Your team does. Human review stays part of the workflow before figures or reports go out.
Build your finance team’s workforce
Start with document processing or reporting, and grow your AI workforce from there.