Turn Finance's daily work into No code AI agents

WorkLLM converts your finance workflows into No code AI agents, handling everyday work from invoicing and expense tracking to reporting and reconciliation automatically, without adding headcount.

WorkLLM - Finance Policy Agent

Teams at 80+ companies use our platform

Watson
2AV
Business.mn
Odiagen AI
Boxbox
Shelf Talker
Clear Trust
Guitar Kickstart
Apex
Layer Five
Arka
FeelPixel
Holzbau Binder
Landra
LeanAstro
N Essentials
Neures
Norzer
Nuovida
Pour
QL Consulting
Tuta
Zoetica
What slows finance teams down

Finance & Accounting Problems

Invoices still get created and sent one at a time

AI can draft the invoice text, but someone still pulls the billing details from your system and sends each one manually.

Expense reports get summarized, but not reconciled

AI can summarize receipts, but someone still matches them against the books and flags discrepancies by hand.

Cash position lives across separate accounts

Checking whether spend, revenue, and cash flow are on track still means opening every account and comparing them yourself.

The same financial questions get answered from scratch every time

AI gives a plausible answer, but it doesn't know your actual numbers, so finance still steps in with the real one.
Finance & Accounting Use Cases

What your finance team actually uses WorkLLM for

Invoices that generate and send themselves

An AI agent pulls billing details and generates and sends invoices automatically, on schedule.

Deliverable: Sent invoice

Expense reconciliation without the manual match

An AI agent matches expenses against your books and flags discrepancies automatically.

Deliverable: Reconciliation report + flagged discrepancies

A cash position brief instead of checking every account

An AI agent compares spend, revenue, and cash flow across your connected accounts and flags what needs attention.

Deliverable: Cash position brief + flagged issues

Financial questions answered from your real numbers

An AI agent answers questions about spend, budget, or cash flow directly from your actual data.

Deliverable: Answered directly in chat

Recurring reports built and sent on schedule

An AI agent compiles and sends financial reports automatically, no manual assembly.

Deliverable: Formatted financial report

Vendor payment tracking without the spreadsheet

An AI agent tracks payment status and flags anything overdue automatically. Payments above your set threshold hold for approval.

Deliverable: Payment status update, or held for approval

From Manual to Automatic

Manual today With WorkLLM
Pull billing details and send every invoice by hand → An AI agent generates and sends them automatically
Match expenses against the books yourself → An AI agent reconciles them and flags discrepancies automatically
Open every account to check cash position → An AI agent compares them all and flags what needs attention
Track vendor payments in a spreadsheet → An AI agent tracks them and flags anything overdue automatically
Finance & Accounting Agents

Finance & accounting agents, ready from day one

Every agent below is available from day one. No configuration needed. Click any agent to see what it does and try it.

Icon - Finance Coaching

Finance Coaching Agent

Give your finance team on-demand coaching on financial
Icon - finance policy

Finance Policy Agent

Give employees instant answers on payroll, expense, and

FAQs

WorkLLM converts your finance team’s daily work, invoicing, expense tracking, reporting, reconciliation, into AI agents that run on their own, with organization memory and model access built in.

Yes. An AI agent can pull from every connected account and compare them against each other to flag what needs attention.

No, not unless you choose to. Payments above a threshold hold for approval by default, and you can enable fully automatic processing once you’re confident in the process.

Yes. WorkLLM connects to QuickBooks, Zoho Books, Zoho Invoice, Stripe, Square, Google Sheets, and more, so AI agents fit into your existing stack.

Yes. AI agents can run automatically on a schedule or a trigger, like a billing date or month-end close, keeping your books moving without manual work.

Yes. Model orchestration gives you access to GPT, Claude, Gemini, Llama, Mistral, and 200+ others, automatically picking the right one for the job.

Your finance workflows run end-to-end instead of stopping at a draft. An AI agent pulls the real numbers, generates the invoice or report, and sends it where it needs to go, so recurring work happens automatically instead of ending in a chat window someone has to act on by hand.

Every workspace runs in its own logical isolated tenant, with physical isolation available for Enterprise. Data is encrypted in transit and at rest, with full audit logs and access controls built in.

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