Your finance team spends hours every week on tasks that do not require human judgement. Invoice chasing, expense sorting, reconciliation prep, debtor reports. These are tasks your team would rather not be doing, and tasks that AI can handle reliably, 24 hours a day.
Filter by difficulty or use the Quick Wins view to see the fastest tasks to automate first. All time savings are based on typical UK SME benchmarks.
| # | Task | Time Saved | Difficulty | Weekly Value |
|---|---|---|---|---|
| 01 | Invoice data entry from emails ⚡ Quick Win | 35 min | Easy | £14.58 |
| 02 | Automated invoice chasing to debtors ⚡ Quick Win | 30 min | Easy | £12.50 |
| 03 | Expense receipt scanning and categorisation ⚡ Quick Win | 35 min | Easy | £14.58 |
| 04 | Bank statement reconciliation prep | 50 min | Medium | £20.83 |
| 05 | Purchase order creation and approval routing ⚡ Quick Win | 25 min | Easy | £10.42 |
| 06 | Monthly debtor report generation ⚡ Quick Win | 25 min | Easy | £10.42 |
| 07 | Payment reminder drafting and sending ⚡ Quick Win | 30 min | Easy | £12.50 |
| 08 | Overdue invoice escalation notifications ⚡ Quick Win | 20 min | Easy | £8.33 |
| 09 | Supplier invoice matching to purchase orders | 35 min | Medium | £14.58 |
| 10 | VAT return data gathering and summarising | 35 min | Medium | £14.58 |
| 11 | Cash flow forecast updating | 30 min | Medium | £12.50 |
| 12 | Budget vs actual variance reporting | 35 min | Hard | £14.58 |
| 13 | Payroll data preparation and checking | 30 min | Medium | £12.50 |
| 14 | New supplier setup checklist ⚡ Quick Win | 20 min | Easy | £8.33 |
| 15 | Finance email sorting and routing ⚡ Quick Win | 20 min | Easy | £8.33 |
| 16 | Month-end closing checklist management | 35 min | Medium | £14.58 |
| 17 | Credit note processing and filing ⚡ Quick Win | 20 min | Easy | £8.33 |
| 18 | Xero and Sage journal entry preparation | 25 min | Medium | £10.42 |
| 19 | Management accounts commentary drafting | 35 min | Hard | £14.58 |
| 20 | Mileage and expenses log compilation ⚡ Quick Win | 20 min | Easy | £8.33 |
Annual value calculated at £25/hour average UK SME finance admin rate over 50 working weeks. Actual savings will vary based on your team size and existing processes.
The agent works inside your existing tools. No rip-and-replace. It connects to the software you already use and starts handling the repetitive tasks from day one.
Reads your inbox and drafts invoice chasing emails automatically, so outstanding invoices get chased without your team lifting a finger.
Connects directly to Xero, Sage and QuickBooks to extract data, prepare reconciliation files and log expenses without manual re-keying.
Monitors payment deadlines and triggers escalation reminders when accounts go overdue, keeping your cash flow on track without chasing your team.
Compiles monthly debtor reports, VAT summaries and budget variance notes ready for your accountant or board pack, formatted and accurate.
Flags anomalies and unusual transactions for human review, with a full audit trail of every action taken so your accountant has complete visibility.
The Finance AI Agent connects to your existing finance stack. No new software licences. No data migrations. It plugs in and gets to work.