Build an AI Finance Team for Workflows and Compliance
DeskFerry helps you and your team build AI agents across all of your finance workflows — from invoice processing, reconciliation, expense approvals, and more.
Vendor invoice
moving through your team
Document Collector · Pulls invoices, receipts, and statements into one place.
Works with your stack
What you can build
Connects to 1,500+ apps
Invoice processing
4 toolsProcess incoming invoices end to end.
- Extract line items from PDFs
- Match invoices to open POs
- Flag variances for review
- Sync approved items to the ledger
Transform your finance operations with AI
Invoice & AP Automation
Agents ingest invoices from email, portals, and PDFs, match them against POs and receipts, and route approvals based on your policy. Vendors get paid on time and your AP team stops chasing approvals.
Daily & Month-End Reconciliation
Reconcile bank, Stripe, and intercompany balances against the GL automatically. Agents highlight exceptions, draft journal entries, and surface variances for controller review.
SOX & Regulatory Compliance
Monitor controls continuously, flag exceptions with a full audit trail, and generate walkthroughs auditors can actually use. No more scrambling at quarter-end.
FP&A & Forecasting
Agents pull actuals, compare against plan, and generate variance commentary in your standard format. Scenario models run in minutes, not days.
Expense & Travel Review
Policy checks run on every report, with exceptions routed to managers with context. Duplicate claims, out-of-policy spend, and suspicious patterns are caught before reimbursement.
Tax & Statutory Reporting
Prepare sales tax, VAT, and statutory filings from source transactions with every number tied back to its origin. Agents keep up with rate and rule changes automatically.
How it works
Connect your tools
Plug in the apps your team already uses — 1,500+ integrations, no code and no migration.
Describe what you need
Tell DeskFerry the outcome in plain English. Agents plan the steps and do the work across your tools.
Get results where you work
Results land in Slack, your inbox, or your dashboard — on a schedule or the moment something happens.
Slack
Posted to your channel
Sent to your inbox
Dashboard
Updated live
What makes these agents smart
SOX-ready audit trail
Every agent action is logged with inputs, outputs, and reasoning. Evidence packs are audit-grade out of the box.
ERP & accounting integrations
Native connectors for NetSuite, QuickBooks, Xero, Sage, SAP, plus banking APIs, Stripe, and 1,500+ other tools.
Memory across the close
Agents retain context across periods, so recurring adjustments, intercompany eliminations, and accrual logic apply consistently.
Bulk entity operations
Run reconciliations, journal entries, and controls across multiple entities, currencies, and cost centers in parallel.
Segregation of duties enforced
Agents respect your approval matrix and can't initiate and approve the same transaction. SoX-aligned by design.
Continuous learning from corrections
When a controller adjusts an agent's output, the agent learns the logic and applies it to future similar cases.
End-to-end workflows finance teams automate first
Vendor invoice → paid without manual routing
An invoice lands in AP's inbox or a vendor portal.
Agent extracts line items, vendor, PO reference, and GL coding.
Matches three-way against PO and receiving records.
Routes to the approver based on amount and cost center.
Posts to the ERP and schedules payment against terms.
DPO improves, early-pay discounts are captured, and AP headcount handles 3–4x the volume.
Daily bank reconciliation → closed the next morning
Overnight bank and Stripe feeds drop into the system.
Agent matches transactions to GL entries using amount, date, and memo.
Proposes JEs for known unmatched patterns (fees, FX differences).
Flags genuine exceptions with full context for the accountant.
Updates the rec workbook and notifies the controller if variance exceeds threshold.
Recs are done before anyone arrives, and the controller reviews exceptions instead of building the rec.
A finance team of agents for the close
Collect, reconcile, approve, and report — with an audit trail at every step.
Document Collector
Pulls invoices, receipts, and statements into one place.
Reconciliation Agent
Matches transactions and flags mismatches for review.
Approval Router
Sends items to the right approver and tracks sign-off.
Close & Report
Assembles the numbers and drafts the reporting package.
Talk to your agents from the tools you already use
Slack
Mention @deskferry in any channel to kick off work or get answers.
Microsoft Teams
Chat with your agents right inside Teams.
Forward an email and let an agent take it from there.
Message your agents on the go and get updates back.
@deskferry reconcile yesterday's transactions and flag mismatches
On it — pulling new leads, enriching them, and drafting follow-ups now. I'll post the drafts here for your review. ✅
Your AI team never sleeps
Agents run on a schedule or fire on triggers — no one has to kick them off.
Every morning
Kick off daily briefings, reports, and triage before you log on.
Hourly
Watch for new leads, tickets, or events and act the moment they land.
Weekly
Run recurring reports, reviews, and clean-up on a set cadence.
On triggers
Fire instantly when a record changes, a form is filled, or a message arrives.
Share agents with your team — with the right permissions
Build an agent once, then let the whole team run it. You decide who can change what.
Admin
Create agents, manage connections and billing, and set permissions for everyone.
Editor
Build and edit shared agents and workflows for the whole team.
Viewer
Run approved agents and see results — without changing how they work.
Built to handle your business data responsibly
Encrypted by default
Data and credentials are encrypted in transit and at rest.
Role-based access
Decide who can build, run, and view each agent.
Your data stays yours
Used only to run your workflows — yours to export or delete anytime.
Scoped connections
Connect apps with least-privilege access and revoke them anytime.
Activity history
See a clear record of what each agent did, and when.
Guardrails & approvals
Add human approvals and limits on sensitive actions.
Built for lean teams
Teams ship faster with DeskFerry.
More leads qualified per week
“We replaced 4 hours of daily manual lead sorting with an DeskFerry agent. It qualifies leads, updates our CRM, and routes hot prospects to sales — all on autopilot.”
Founder, BigMediaAI
Reduction in response time
“Our support team was drowning in tickets. Now our AI agent handles tier-1 queries instantly and escalates the rest. Customers get answers in seconds, not hours.”
Customer Success Lead, Bidanno
Saved per week on operations
“I'm a one-person ops team. DeskFerry handles invoice follow-ups, data entry, and weekly reports for me. It's like having an assistant that never sleeps.”
Operations Manager, Agency
Frequently Asked Questions
Answers to common questions about automating with DeskFerry. If you have any other questions, please don't hesitate to contact us.
How does AI help with finance and accounting workflows?
AI agents automate invoice processing, expense categorization, reconciliation, and compliance checks — reducing manual data entry by up to 90%. They catch discrepancies in real time, generate accurate financial reports, and ensure regulatory compliance, so your finance team can focus on strategic analysis instead of repetitive tasks.
Do I need coding skills to automate financial workflows?
No coding is required. DeskFerry provides a visual workflow builder where you can configure approval chains, reconciliation rules, reporting schedules, and compliance checks using drag-and-drop — your finance team can set it up without any technical support.
How quickly can I start automating my finance operations?
Most finance teams have their first automated workflow running within a day. Start with a high-volume task like invoice processing or expense approvals, then expand to reconciliation, reporting, and compliance as you see the accuracy and time savings.
How does DeskFerry support SOX and audit requirements?
DeskFerry is built to enterprise-grade security practices with a full audit trail on every agent action. Agent workflows respect segregation of duties — the same agent can't initiate and approve a transaction — and evidence packs can be exported directly for SOX walkthroughs. Customer data is never used to train public models.
What happens when an agent makes a mistake in a journal entry?
Every agent decision is logged with its reasoning, and you can require controller approval above any threshold you set. If an entry is wrong, the controller corrects it, and the agent learns from the adjustment. Rollback is as simple as reversing the JE — there's no mystery about what the agent did.
How does DeskFerry handle audit and review?
Every action an agent takes is captured as evidence — inputs, reasoning, outputs, approvals — and can be surfaced directly to internal and external auditors. Teams using DeskFerry typically see shorter audit cycles and lower fees because the evidence is ready on day one of fieldwork.
Which finance tools does DeskFerry integrate with?
DeskFerry connects with NetSuite, QuickBooks, Xero, Sage Intacct, SAP, Microsoft Dynamics, Oracle, Workday, Stripe, Bill.com, Ramp, Brex, Expensify, and 1,500+ other tools. Custom internal systems can also be connected via API.
Let AI handle your financial workload
Focus on strategy, while agents maintain precision in execution.
Finance Automations
What you can automate for Finance
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Related guides & insights
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