01 - Overview

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 12:27 PM by Connect Getaccountify

Your Accounting App is powered with intelligent AI Agents to streamline and automate core financial processes related to Accounts Payable (AP) and Accounts Receivable (AR). These AI agents help eliminate repetitive tasks, improve accuracy, and enhance financial visibility.


The AI agents work behind the scenes to assist in:

  • Vendor Bill Matching and Processing
  • Customer Invoice Follow-ups and Collections
  • Continuous Learning for Future Recommendations


Continuous Learning:

Both AI agents learn over time:

  • Common mappings between vendors/customers and GL/tax accounts.
  • Best response formats and follow-up strategies.
  • Behavior patterns in payment delays or mismatches.

This allows your team to focus on exceptions while AI handles the routine.


Related Features:


Module
How it Works with AI Agent
Bills & Payments
Automatically created and matched via AP AI Agent
Invoices & Receipts
Followed up, acknowledged, and reconciled via AR AI Agent
Bank Connect
Enables AI to sync and match bank transactions to AP/AR flows


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