AP & AR automation for finance teams

AI finance agent for modern businesses.

Ledger Agent reads every supplier invoice, validates tax and totals, codes it to your chart of accounts, routes it for human approval, and syncs to your accounting system. A complete workflow — not a chatbot, not generic automation.

Book a demo See how it works
Human approvalNo accounting entry is exported before review.
No bank access firstStart with invoice work, not payments or bank credentials.
Existing systemsFits around your current accounting software.
Ledger Agent · live run
① Invoice received · scanning

Northwind Components Ltd.

Toronto, ON · GST/HST 84291 0037 RT0001
TAX INVOICE
NC-2026-0142
Invoice date14 Jun 2026
Due date14 Jul 2026
20× USB-C Hub (8-port)C$1,200.00
10× HDMI Cable 2mC$400.00
SubtotalC$1,600.00
HST 13%C$208.00
Total dueC$1,808.00
② Reading the document

Northwind Components Ltd.

Toronto, ON · GST/HST 84291 0037 RT0001
TAX INVOICE
NC-2026-0142
Invoice date14 Jun 2026
Due date14 Jul 2026
20× USB-C Hub (8-port)C$1,200.00
10× HDMI Cable 2mC$400.00
SubtotalC$1,600.00
HST 13%C$208.00
Total dueC$1,808.00
③ Extracted & validated
VendorNorthwind Components Ltd. 99%
Invoice numberNC-2026-0142 99%
GST/HST number84291 0037 RT0001 97%
HST (13%)C$208.00 ✓ matched
TotalC$1,808.00 ✓ sub+tax ok
Duplicate checkNo match found clear
④ Coded & matched to your systems
GL
5210 · Inventory / DevicesCost center: Operations · Tax code: HST-ON
✓
ERP
Matched to PO-2026-0098NetSuite · 3-way match: PO ✓ · GRN ✓ · Invoice ✓
✓
CRM
Linked: Northwind ComponentsVendor record updated · payment terms Net 30
✓
⑤ Waiting for human approval
Bill draftNC-2026-0142
Post to5210 · Inventory
AmountC$1,808.00
Edit Approve & sync
✓ Approved → synced to NetSuite
Result
0s
Done in seconds, not the ~6 minutes of manual typing, checking and coding.
0hrs saved / month*
100%audit trail
0entries before approval
*at 250 invoices/month

The opportunity

Digitization created the systems. It did not create the operational layer.

Companies now have accounting software, CRMs, payment systems — and humans still moving work between them via WhatsApp, email, PDFs, and spreadsheets.

We build agents that complete those cross-system workflows with human approval in the loop. We start with AP/AR because every company has invoices, the ROI is measurable, and the work is the same everywhere: read the document, check it, code it, get sign-off, and post it.

One workflow. Clear ROI.

Start with supplier invoices and customer receivables. Expand later into POs, collections, reconciliations, and month-end close.

01 Capture

Email, PDF, WhatsApp file, upload, or shared inbox.

02 Extract

Vendor, tax ID, dates, invoice number, line items, tax and totals.

03 Validate

Checks totals, tax math, duplicates, missing fields and confidence.

04 Code

Suggests GL account, cost center, tax code and department.

05 Approve

Accountant stays in control. Exceptions are highlighted.

06 Export

Creates bill draft, purchase entry, receivable task, or clean CSV.

For owners

Reduce repetitive finance admin without hiring another back-office person.

For accountants

Stop retyping PDFs. Review prepared entries, fix exceptions, and approve.

For operators

Track invoices, approvals, receivables and exports in one audit trail.

Live on your invoices in a week

We connect to your accounting stack, configure the agent to your rules, and run it against your real invoices — supervised from day one.

  • Connect your accounting software and intake: email, WhatsApp, or upload.
  • We map your GL codes, tax codes, and approval thresholds.
  • The agent processes live invoices; your team approves before anything syncs.
  • You see measured time saved from the first week.

What it saves

A company handling 250 invoices a month, saving 5 minutes each, moves 20+ hours of admin work from typing to review.

20h+monthly admin time saved
1 weekto go live on real invoices

Built around your stack.

Start with a clean CSV export on day one. We add direct connectors where your accounting system supports them.

QuickBooksXeroNetSuiteSageOdooZoho BooksExactCSV / ExcelEmail / WhatsApp intake
⚡
Compliance-ready by design E-invoicing and tax-reporting mandates are rolling out across markets worldwide. Ledger Agent keeps structured, validated invoice data and clean, auditable accounting exports — so your records stay ready as requirements tighten.

See Ledger Agent run on your invoices.

Book a 30-minute demo. We'll walk the full workflow — extraction, validation, coding, approval, and sync — on invoices like yours, and map the time it saves your finance team.

Book a demo