AI Agents · Finance operations AI agents
Finance agents that look things up, never move money.
Finance teams are asked the same questions all day: has this been paid, what does this customer owe, which invoices are overdue. A finance agent answers them from your records, to the people allowed to ask, and drafts reminders for a person to approve.
The problem
Where the time goes today.
- Colleagues interrupting finance to ask for balances and invoice status.
- Outstanding-balance reports compiled by hand at month end.
- Payment reminders sent late or inconsistently.
- Worry about who can see which numbers.
How it works
What the agent does, step by step.
- A permitted user asksFor example “what does Clinic B owe?”
- Authorisation is checked firstFinance data requires the Finance role. Others get a polite refusal that reveals nothing.
- An approved query runsRead-only access to invoices and balances.
- The answer is calculated from the rowsTotals come from the returned invoices, not from the model’s arithmetic guess.
- A reminder is draftedWording from your approved template, queued for approval.
Integrations
What it connects to.
“Used in our projects” means we have built and run that kind of connection. Anything else needs a feasibility review before we commit.
| System | Status | Note |
|---|---|---|
| Finance module in Odontofusion systems | Used in our projects | Invoices, payments, monthly accounts. |
| Accounting software | Proposed: feasibility review | Depends on the package’s API and your agreement. |
| Payment gateways | Proposed: feasibility review | Read-only status checks only; the agent never initiates payments. |
| Email and WhatsApp | Proposed: feasibility review | For approved reminders. |
In practice
Examples of the work.
Illustrative exchanges with fictional data. They show intended behaviour, not recorded client conversations.
Balance lookup
Finance: “What is Clinic B’s outstanding balance?”
Agent: “24,750 across 3 unpaid invoices; INV-0412 (12,000) is overdue.” (fictional)
Refusal
Reception: “What is Clinic B’s outstanding balance?”
Agent: “I can’t share balance information with your role.”
Security and control
What keeps it safe.
- Strict role checks before any finance data is retrieved.
- No payment initiation, refund or write-off by the agent. Ever.
- Approval workflow for any customer-facing reminder.
- Full audit trail, including refused requests.
- Amounts are computed by code from records, not by the model.
Implementation
How we would approach it.
- Define who may see whatRoles and the exact questions each may ask.
- Write the approved queriesReviewed with your finance lead.
- Test with finance examplesInclude the awkward cases: credits, disputes, part payments.
- Pilot with the finance teamThen extend to managers who currently ask by message.
Commercial considerations
What it costs, and what it saves.
- Scoped as a custom build with the cost driven by your finance system’s interfaces.
- Savings are mostly time released from interruptions; the ROI calculator treats only the share you can convert as cash.
Build this agent with Odontofusion.
Tell us the job. We will tell you honestly whether an agent is the right tool for it.