Department playbook
Finance: AI reconciles. People sign off.
Daily close, reconciliation, vouchers and draft reports are handled by AI employees; payments, postings and tax filings stay with your team.
Pain points
What Finance spends the day on
Reconciliation by eye
POS, payments and bank lines checked one by one.
Slow month-end
Reports roll up layer by layer; numbers arrive late.
Repetitive questions
Expense rules and invoice issues asked again and again.
Role task breakdown
Example: Finance specialist — what goes to AI
Structure from the reference report; time shares are samples, measured per role in the diagnostic.
Sample
| Task | Time share | Mode | AI employee | Human retains |
|---|---|---|---|---|
| Multi-channel reconciliation | 30% | AI executes | Reconciliation Agent | Variance decisions |
| Receipt recognition and review | 20% | AI assists | Reconciliation Agent | Exception approval |
| Voucher and report drafts | 25% | AI assists | Reconciliation Agent | Posting and sign-off |
| Contract and payment-term checks | 10% | AI assists | Contract Review Agent | Payment approval |
| Payments, filings, tax liaison | 15% | Human core | — | Fully retained |
AI employees
The AI employees for this department
Reconciliation Agent
- Automatic reconciliation of POS, payments and bank
- Receipt recognition and voucher drafts
- Daily variance list and report drafts
Boundary: Never executes payments, postings or filings
Contract Review Agent
- Clause comparison and risk flags
- Payment term and invoice consistency
- Expiry and renewal reminders
Boundary: Signing and payment approval stay human
Results
What changes
Figures are sample models or targets.
100%Daily variances caught (target)
6 → 3Finance team (sample, modeled)
0Payments or filings automated
Start with finance?
Finance is one of the easiest departments to measure and the quickest to show results.