Finance Agent|From the Solo plan

An AI agent to automate your invoice follow-ups and reporting

The EzyAgents Finance agent reads your invoices, detects late payments and prepares graduated reminders with a tone suited to each customer, from a courteous nudge to a firm follow-up. It reconciles your bank statements and produces the monthly closing report.

Start for freeRequest a demo

Overdue invoices chased without thinking about it

No more tracking spreadsheets: the agent detects every overdue invoice and runs the reminder sequence you defined.

  • Reading of received invoices (PDF) and duplicate detection
  • Late-payment detection and graduated reminder sequences (tone, channel, timing)

A tone suited to each situation

A loyal customer slightly late or a repeat late payer: the agent adjusts tone, channel and timing to your rules.

  • Human approval before every sensitive send (HITL)
  • Bank reconciliation from your statements (CSV, PDF)

Permanent visibility on outstanding amounts

Outstanding-balance reports, cash-flow forecast and monthly closing, generated automatically and delivered where you work.

  • Monthly report, cash-flow forecast and Excel files ready to share
  • Alert when a supplier's IBAN changes, complete log for auditing

What the agent takes care of

Nothing goes out unchecked: every reminder can be submitted for human approval before sending, large amounts wait for your go-ahead, and the agent keeps a complete log of its actions.

  • Reading of received invoices (PDF) and duplicate detection
  • Late-payment detection and graduated reminder sequences (tone, channel, timing)
  • Human approval before every sensitive send (HITL)
  • Bank reconciliation from your statements (CSV, PDF)
  • Monthly report, cash-flow forecast and Excel files ready to share
  • Alert when a supplier's IBAN changes, complete log for auditing
GmailGmailOutlookOutlookSlackSlackMicrosoft TeamsMicrosoft TeamsGoogle DriveGoogle DriveSharePointSharePoint

Frequently asked questions

Pick the Finance template, connect your inbox, define your reminder sequence (timing, tones, channels): the agent reads your invoices, detects late payments and prepares each reminder, which you approve before it is sent. A scheduled task can launch the reminder wave every week.

No, unless you explicitly allow it. Human approval (HITL) applies to reminders by default: you approve, adjust the tone or postpone each send.

Yes. Every action (detection, prepared reminder, send, reply received) is recorded in a browsable log, useful for auditing and customer follow-up.

The monthly closing report (outstanding amounts, late payments, collections, reconciliation, cash-flow forecast), delivered by email or in Slack on the date you choose, plus real Excel or CSV files to import into your accounting tool.

Get started

14-day free trial, no credit card. Live in 10 minutes.

01

Create your workspace

An email is enough. Your Manager and first agents are ready in minutes.

02

Connect your tools

Gmail, HubSpot, Slack, Pennylane: one click per connector, no API key.

03

Hand over a first mission

To the Manager or to an agent. You approve what goes out, it does the rest.

Start for freeSee pricing

The other agents

Customer supportEmail triage, sourced replies from your knowledge base, AI call-backs to customers, human escalation of sensitive cases.SalesLinkedIn and SIRENE prospects, enriched contacts, email + LinkedIn sequences, AI calls, meetings booked in your calendar, an up-to-date CRM.Human resourcesEmployee questions around the clock, orchestrated onboarding, scheduled interviews, contracts sent for e-signature, automatic reminders.MarketingSEO articles, social calendar, newsletters, generated visuals and videos, Meta, Google and OpenAI Ads campaigns approved before launch.CommunicationsPosts written network by network, branded visuals, short videos for TikTok and Reels, campaign calendar, approved publishing.TechSecurity audits of code and GitHub, debugging verified in a terminal, pull requests after approval, code reviews, runbooks and post-mortems, incidents tracked.AnalystAnalysis of your files in a Python sandbox, real Excel workbooks and PowerPoint decks, data cleaning, recurring reporting.LegalClause-by-clause contract review, NDAs and terms drafted, e-signature, a living GDPR register, deadlines tracked.ProcurementSuppliers sourced, quotes compared on equal terms, IBAN and VAT checks, purchase orders, deliveries and renewals tracked.