Less crunching. More insight.
Invoices to approve, cash to forecast, AR to chase. Agents run that work across your ERP and spreadsheets, so your team spends its time on what the numbers mean.
FP&A · Accounting · Audit-ready
What changes in your finance week.
Some of the repetitive jobs we run for finance leaders, there's more where these came from.
Your forecast, already updated.
Agents roll actuals in, draft the variance explanations, and lay the scenarios side by side. You pick the one that matches what you're seeing.
Always know where cash will be.
Agents pull from your accounting system, AP, and AR overnight and rebuild the cash picture every morning, including the one or two assumptions most likely to move it.
Explain the P&L in fifteen minutes.
Agents draft an explanation for every line that moved. You confirm the two or three that actually matter, the rest is already written.
Close the books by day three.
Reconciliations pulled overnight, accruals matched, flux explanations drafted, open items flagged with the one thing blocking them. Your Controller reviews the package, agents prep it for posting.
Approve invoices in one pass, each morning.
Agents match each invoice to its PO, flag the ones that don't fit, and hand your Controller one clean list. Your Controller reviews it, agents prep it for posting.
Chase overdue invoices without chasing.
Agents draft the right follow-up email for each late-paying customer in your tone, and hold everything for your Controller's yes before a word goes out.
Stop rubber-stamping expense reports.
Agents match receipts, flag policy issues, and hand your Controller only the clean reports. The messy ones surface with a note explaining what's off.
Board pack ready Monday, not Thursday night.
Agents pull the numbers, update your slides, and draft the narrative. You edit the story; the assembly is done.
Walk into the audit ready, not scrambling.
Agents pull every PBC item from your accounting system, draft variance evidence, and assemble the binder by section. Your Controller reviews it; auditors walk into a complete file.
Onboard new vendors with a complete checklist, gaps surfaced.
Agents check every packet against your onboarding checklist: W-9, banking, COI, NDA, MSA, sanctions screen, and surface every missing piece in one view. Your Controller reviews the complete ones; nothing slips because someone forgot to ask.
Don't see yours? If it's repetitive and a finance leader still needs to sign off, we probably run it. Tell us the workflow →
Ready to pressure-test it?
Don’t see your exact process? Your teammate learns everyday work as it goes, and your plan includes one custom workflow, built around how your team actually works.
Frequently Asked Questions
Is my data private? Do you train on it?
Your data stays yours. The teammate reads what it needs to do the work, with access scoped to the resources its role requires. The models it reasons with run in Azure environments we operate under Microsoft's enterprise terms, never a public or consumer AI service, and nothing is used to train them. Every action is captured in an audit trail you control.
Do you replace employees?
No. Invellis picks up the repetitive work that fills your team's week, the routing, copying and chasing, so your people can spend their time on the work that needs them. Teams use the hours they get back to grow without burning out.
How are you different from Zapier, Make, or n8n?
Those are DIY builders: you build it, and you maintain it. With Invellis, we set up your AI teammate inside Microsoft 365, monitor it, and look after the upkeep. You see the outcome, not the configuration.
How can I learn more?
Three ways. Send us a note through the contact form, Book a Demo for a short call, or start a free trial.