Finance
Finance guides focus on structured intake, review, reconciliation, and reporting workflows where accuracy and approval steps matter.
Guides
| Guide | Best fit |
|---|---|
| Invoice intake & coding | Extract invoice details and prepare coding or approval work. |
| Expense report reviewer | Check expenses against policy before human approval. |
| Monthly board pack assistant | Help collect and summarize monthly finance metrics. |
| AP/AR reconciliation helper | Compare records and surface differences for review. |
Common setup
Use structured output, clear approval rules, and restricted knowledge sources. Finance agents should draft and prepare work rather than silently approve it.