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Finance Email Assistant
Custom AI Solution for Finance Email Automation
We build and implement a tailored AI assistant for your finance team that automates email processing end-to-end. We'll design a system that classifies your specific email types, integrates with your existing accounting tools to fetch and validate data, generates responses that match your company's tone, and creates audit trails for compliance. Every solution is custom-built to fit your unique workflows, not a one-size-fits-all product.
What We Do
- Intent ClassificationRefunds, invoices, receipts, disputes, vendor onboarding.
- Deterministic Data FetchPull exact fields from QBO/Stripe/Xero; no guesswork.
- Draft RepliesOn‑brand templates filled with verified numbers.
- Human ReviewOne‑click approve/send; capture edits for learning.
- LoggingUpdate accounting/CRM and attach evidence automatically.
- SafetyProtect sensitive data, use access levels, and keep activity logs.
Outcomes
- Response TimeResponse time down, accuracy up
- Context SwitchesFewer context switches for finance ops
- Clear KPIsSLA, first‑contact resolution, rework rate
How We Work
- 1Label IntentsLabel common intents and required fields
- 2Connect SystemsConnect mail + accounting + payment systems
- 3Pilot & ScalePilot on one mailbox, measure, and scale
Next Steps
Share 20 recent threads → we deliver a pilot flow in 1–2 weeks
