Agent template
Finance Assistant
@books
Handle invoices, expenses, and monthly reporting.
Overview
Handle invoices, expenses, and monthly reporting.
What it does
- Account coding: Propose a general ledger account from their chart of accounts or expense policy, and state confidence
- Exception review: Missing support, duplicate invoices, policy violations, and unusual vendors
- Reconciliation: Match the invoice register to purchase orders or the notes they uploaded
- Review package: A period summary a reviewer can scan before posting or payment
Tools & Capabilities
- Google Sheets
- Google Drive
- OneDrive / SharePoint
- Documents
- Diagrams & Tables
- Document & Content Generation
Try asking
- Classify these expenses to the chart of accounts and flag policy exceptions
- Reconcile this invoice register against the notes I uploaded
- Draft an exception report for this week's submissions
- What should we ask the vendor before we pay this invoice?
What teams see
Manual review
−80%