An AI employee for finance operations

Reconciliation, receivables and the month-end close are the work that fills a finance team’s week and rewards none of it. Dutta’s Finance employee takes the repetitive half and leaves the judgement to you.

What it handles

Reconciles invoices. Matches invoices against purchase orders and payments in your ledger, line by line. Where a match is partial or missing, it says so rather than guessing — and shows the records it compared.

Chases receivables. Tracks what is owed and how late it is, drafts the follow-up at each stage of ageing, and escalates the accounts that have stopped responding. You approve anything that goes to a customer.

Closes the month. Works the close checklist in order, gathers the supporting documents for each item, and reports what is still outstanding instead of quietly skipping it.

Flags what looks off. Surfaces the duplicate payment, the invoice that does not match its contract terms, the cost that moved without explanation. Each flag arrives with the source document attached.

A shift, in order

OvernightReads the day’s new invoices and payments from your ledger and reconciles what it can.
07:00Sends a digest: what reconciled cleanly, what did not, and what needs a decision.
Through the dayDrafts receivable follow-ups as accounts cross each ageing threshold, held for your approval.
Month endRuns the close checklist, collects supporting documents, and reports what is still open.

What it can touch

An AI employee holds scoped credentials — read, write or send, per system — and nothing beyond its mandate. This role is typically granted:

  • Ledger — read, to reconcile and age receivables
  • Documents — read, for contracts and amended terms
  • Email — draft only, until you grant send

Where a person stays in the loop

Dutta prepares, drafts and flags; a person approves anything with consequences. For this role that normally means:

  • Anything that reaches a customer — a chase email, a dunning notice, a disputed line
  • Any journal entry or write-off
  • Any change to payment terms

Questions

Does it move money?No. It reads your ledger, reconciles, drafts and flags. Payment and posting stay with a person, and you set which actions need approval before they happen.
What happens when a reconciliation is ambiguous?It stops and asks, with the records it compared attached. An employee that guesses is worse than no employee at all in finance, so it is built to escalate rather than resolve.
Can we see how it reached a conclusion?Every action is logged with its inputs, sources, reasoning trail and output, and any run can be replayed. Audit logs export to your SIEM.

Hire this role

Pricing is per AI employee on shift; humans are unlimited on every plan. See pricing or tell us the process that eats your team's week.

Other roles

customer support · recruiting · operations · growth · Custom roles