Solutions · Finance & Operations

Finance & Operations AI agents

Invoice processing, expense reconciliation, and compliance checks running through manual review chains. After: agents that process, validate, and flag exceptions — with every approval in the audit trail.

Touchless rate above 80%Exception rate drops 90%Audit-ready from day one
The team you're hiring

Every role is a hire you could explain to your CFO.

A working team from day one — not a demo. Each role has a job description, clear responsibilities, and a manager watching its work.

AP / AR / Close DeskA 17-role team · always on
Invoice intakeAI

Email, portal, ERP, even a phone photo — every invoice becomes one clean record

Matching deskFixed rules

Finds the PO and confirms invoice, order and goods received all agree

Payment riskAI

Duplicates and fraud signals caught against vendor history — before money moves

Approval routingFixed rules

Fixed dollar tiers: AP clerk → Controller → CFO. Never software deciding

Vendor complianceAI

Bank-grade checks — sanctions, ownership, account verification. Blocks payment until clear

Your finance teamYour team

AP clerk, Controller, CFO — sign-off scaled to the dollar amount

Invoices flow intake → matching → risk check → coding → fixed approval tiers. Compliance fails closed: no first payment to any vendor before the checks clear. Your team signs; the desk does the paperwork.

Procure-to-Pay DeskAn 11-role team

Imported from a live production deployment — composite supplier scoring, dual human gates on money, orders that reconcile themselves on receipt.

For your engineering team: pipx install create-leafmesh && create-leafmesh my-mesh --template finance-ops

How the work flows

Like your best-run team —
handoffs, reviews, sign-offs.

An invoice arrives from anywhere — email, portal, your ERP, even a phone photo — and becomes one clean record. Matching finds the purchase order and confirms invoice, order and goods received all agree. The risk check catches duplicates and fraud signals against vendor history before money moves. Approval follows fixed dollar tiers — AP clerk, then Controller, then CFO — software never decides who approves money. Payment lands on the optimal date, capturing early-payment discounts, and posts to your ERP. New vendors don't get a first payment until bank-grade checks clear.

In every deployment, from day one
Tamper-proof audit trail

Every decision logged, attributable, and ready for your auditors.

People approve the big calls

Customer-facing and money-moving actions wait for human sign-off. Always.

Work arrives from anywhere

Email, chat, schedules, your existing systems — every road leads in.

Fits what you already run

Connects to your CRM, ERP and tools — no rip-and-replace.

See it run on your finance & operations workload.

Half-day problem workshop — map your highest-value operation, walk away with a plan.