AI Finance Agent
An autonomous agent that matches invoices, executes 3-way reconciliations, and automates receivables collection workflows.

A toolkit we build into your AI Finance Agent
Autonomous 3-Way Invoice & PO Matching
Extract line items with 99.8% precision, cross-check dock receipts, and post clean GL entries without human keying.
Continuous bank feed & FX settlement
Match wires, merchant disbursements, and foreign exchange splits continuously with zero month-end backlog.
Configured to your chart of accounts
Custom AP/AR workflows, multi-currency ledgers, and GL dimensions tuned to your ERP.
DSO reduction & cash acceleration
Automates polite customer reminders and unlocks working capital by reducing overdue balances.
Connected to financial feeds
Enforces dual-signoff on payee modifications and generates export-ready audit packages.
Every build includes
Dual-approval fraud guardrails, multi-currency ledger syncing, automated invoice tolerance checking, and export-ready audit binders.
Built for Autonomous Financial Operations
Autonomous 3-way invoice matching, multi-tier AR collection sequences, real-time continuous bank reconciliation, and fraud guardrails.
Autonomous line-item 3-way invoice matching
Extract line items from incoming supplier invoices, match against dock receipts and purchase orders within tolerance limits, and post directly to Accounts Payable.
Direct parsing with 99.8% precision across multi-page tables and custom invoices.
Validates unit costs, quantities, and sales tax against approved purchase orders.
Creates debits and credits automatically in your General Ledger upon verification.
Detects and flags duplicate or overlapping vendor invoices before disbursement.
Operating cash recovered through automated dunning sequences
Turn Financial Operations Into Autonomous Ledger Intelligence
A unified AI financial operations command center for automated 3-way invoice matching, autonomous AR collections sequences, continuous bank feed reconciliations, and immutable audit trails.
Enterprise software in weeks, not months.
How TwoWorks AI-native engineering compares to traditional software agencies and rigid enterprise SaaS stacks.
Months of scoping decks and endless discovery meetings before seeing any working software.
Live production delivery in parallel sprints. Interactive software in Week 1.
Agency billing padding, expensive change orders, and punishing per-seat licensing traps.
Fixed transparent sprints with zero perpetual seat taxes or consulting bloat.
Forces your sales reps and operations to bend their process to generic software constraints.
Bespoke pipeline logic, quoting matrices, and ERP sync built uniquely around how you sell.
Junior account managers and offshore queues passing tickets back and forth.
Direct real-time line to the builders. Rapid bugfixes and continuous feature evolution.
Proprietary platforms where export is difficult and custom modifications cost a fortune.
Full intellectual property transfer, open standards, and zero vendor lock-in.
5 stepsfrom discovery call to launch, no black box
We learn your credit terms, collections cadence, and GL posting rules, then build the exact agent around it - not the other way around.
Discovery call
We map your payment gateways, vendor billing terms, aging accounts receivable, and reconciliation pain points.
Scope & plan
We turn your GL posting rules, tolerance thresholds, and collection dunning sequences into an agreed build plan.
Build
We build the real agent - automated 3-way matching, bank feed connectors, and autonomous collection outreach.
Migrate & test
We run shadow reconciliations on historical bank and invoice batches to verify 100% mathematical accuracy.
Launch & support
We go live with your accounting team, monitor invoice clearing rates, and fine-tune exception workflows.
Questions About AI Finance Agent
Everything you need to know about architecture, implementation, and capabilities.
Book Your Free Discovery Call
We'd love to chat and see how TwoWorks can accelerate your operations and software systems!
“We were genuinely blown away by the efficiency, expertise, and execution speed of TwoWorks. Their strategic engineering and ERP architecture transformed our operations seamlessly.”
