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AI Agent for Finance Operations

Build Finance Ops Agents in TypeScript

Process invoices, manage expenses, and generate reports with policy-aware financial agents.

VoltAgent
Invoicing
Expenses
Reporting
ERP/Accounting
Policy Engine
Knowledge Base

What your finance agent can do

Design AI agents that match your workflows with VoltAgent

Extract data from invoices, PDFs, and emails
Validate vendors and enforce approval chains
Post journal entries to ERP automatically
Match payments and resolve discrepancies
Generate financial reports and forecasts
Monitor KPIs like DSO, burn rate, and cash flow
Detect anomalies and flag potential fraud
Support multi-entity and multi-currency operations

Invoice Automation

Extract, validate, and route invoices with custom rules.

Expense Review

Check receipts, enforce limits, and trigger approvals.

Reconciliation

Match transactions across bank, ERP, and billing systems.

Reporting & Audit

Generate reports and keep complete logs.

Budget Monitoring

Track spending against budgets in real-time.

Tax Compliance

Calculate taxes and ensure regulatory compliance.

Coordinate AI Agents and Workflows

Supervisor dispatches to invoice, expense, and reporting agents; tools provide financial data.

User
Request
Supervisor
Customer Support System
Conversation Memory
Context
Sub-Agents
Invoice Agent
Processing
Expense Agent
Approval
Reporting Agent
Analytics
Tools
ERP System
Financial Data
Banking API
Transactions

1.Build with VoltAgent

Define invoice, expense, and reporting flows in TypeScript.

2.Connect Data & Tools

Integrate ERP, banking, billing, and payroll systems.

3.Add Memory & RAG

Index policies, vendor terms, and past records.

4.Observe in VoltOps

Audit every action, approval, and data change end-to-end.

AI Agent Ideas You Can Build

Here are examples of agents you can design with VoltAgent, tailored to your workflows and stack.

AP Invoice Agent

Parses invoices, checks vendor terms, and posts to ERP.

Expense Policy Agent

Flags out-of-policy spend and requests corrections.

Cash Reconciliation Agent

Matches bank transactions to ledger entries and invoices.

Revenue Analytics Agent

Builds MRR/ARR, churn, and cohort views.

Budget Variance Agent

Monitors budgets vs actuals and alerts owners.

Tax Compliance Agent

Calculates tax liabilities and ensures filing compliance.

Financial Forecasting Agent

Projects cash flow and identifies funding needs.

+Build Custom Agents

Create specialized AI agents tailored to your unique workflows

Enterprise-Ready Security

GDPR Ready
SSO/SAML
RBAC
Self-Hosted

Your data stays in your control with self-hosting and enterprise compliance.

Ready to Ship Real Agents?

Join hundreds of teams building production AI agents with VoltAgent

5 min setup