AI agents for finance

Wize sets up a team of finance agents on your accounting system and inbox and runs it every month. They flag, reconcile and draft; they never move money. Your team approves every step.

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wize / finance · live4 running

  • Spend & Renewals WatchWaiting for you

    2 software renewals next week; one has 14 unused seats

  • Payment Reminder DrafterWaiting for you

    4 reminders drafted; 1 large account flagged for a call

  • Monthly Figures SummaryApproved

    Margin down 1.2 points: freight costs up on 3 routes

  • FinOpsDrafting

    Matched 22 transfers to invoices; 2 do not match

Sample with fictional data

Where the time goes today

  • Month-end is a matching marathon

    Transfers, receipts and invoices are matched as they arrive. Your team only looks at what does not match.

    Handled by FinOps

  • Chasing payments is awkward and late

    Polite, accurate reminders are drafted the day an invoice goes overdue, ready for a person to send.

    Handled by Payment Reminder Drafter

  • Renewals slip through

    Upcoming renewals and unusual spend are flagged with the terms, early enough to decide.

    Handled by Spend & Renewals Watch

An agent for each finance routine

Each agent has one job. It reads your data, drafts the work and waits for a person to approve it.

  • Spend & Renewals WatchFlags unusual spend and subscriptions about to renew, with the contract terms beside them.2 software renewals next week; one has 14 unused seats
  • Payment Reminder DrafterDrafts polite reminders for overdue invoices with the amount, invoice number and due date.4 reminders drafted; 1 large account flagged for a call
  • Monthly Figures SummarySums up the month's figures from your reports and explains what moved and why.Margin down 1.2 points: freight costs up on 3 routes
  • FinOpsMatches transfers and receipts to invoices and lists what does not match.Matched 22 transfers to invoices; 2 do not match

Sample with fictional data

How Wize runs it

  1. 01

    Discovery call

    We learn your work, your tools and your rules, and agree which agents to start with.

  2. 02

    Set up on your accounts

    Wize checks access, connects the agents to your tools and scopes each one to a single job.

  3. 03

    Run and improve every month

    Agents draft, you approve. Wize watches the edge cases and tunes the agents to your feedback.

By default, agents only read and draft

Without explicit approval from a person, agents never send or reply to messages, post anywhere, spend or commit money, sign or accept anything, delete data, change other people's calendars, share files externally or change records in core systems.

Works with the tools your team already uses

Connectors depend on the platform each agent runs on. Wize checks access before setup.

  • Xero
  • QuickBooks
  • FlowAccount
  • PEAK
  • SAP Business One
  • Microsoft Excel
  • Google Sheets
  • Gmail
  • Outlook
  • Stripe
  • Slack

Agents doing this work elsewhere

Real cases, each linked to where it was first reported. None of them are Wize customers.

See all cases

Put AI agents to work in Finance

Book a demo

A 30-minute call about your work, your tools and the agents worth starting with.