Accounts Payable Clone
Captures invoices, matches them to purchase orders and receipts, codes them and routes exceptions for approval.
L3 · Execute with approvalDepartment · Finance & Accounting
AI teammates for FinanceA faster, calmer close
Finance Clones match invoices, chase receivables, prepare reconciliations and draft reports. Your team reviews, approves and spends more time on analysis instead of data entry.
Accounts Payable CloneL3 · Execute with approvalCollections CloneL4 · Execute within limitsClose Assistant CloneL2 · RecommendFP&A Reporting CloneL2 · Recommend
The problems
What slows Finance down today.
Month-end crunch
The close depends on late nights, manual reconciliations and spreadsheets passed between people, and it slips whenever someone is out.
Invoice processing by hand
AP staff key invoices, match them to purchase orders and chase approvals by email, one document at a time.
Receivables that drift
Collections reminders go out late or not at all, and nobody has a clear daily view of who owes what.
Reporting takes days
Leaders ask simple questions about spend or margin, and the answer requires an analyst to pull and clean data first.
Example Clones
The team we'd deploy first.
Collections Clone
Sends polite, timed payment reminders, logs customer replies and flags disputes to the AR owner.
L4 · Execute within limitsClose Assistant Clone
Prepares account reconciliations, tracks the close checklist and flags unusual variances for an accountant to review.
L2 · RecommendFP&A Reporting Clone
Drafts monthly management reports and answers spend and budget questions from approved data sources.
L2 · RecommendWorkflows
Before and after.
Every workflow runs at the autonomy level it has earned. Different work, different levels.
Three-way match
Today
Clerks compare invoices, purchase orders and receipts line by line across three screens.
With Clones
The Clone matches and codes invoices. Mismatches and anything over threshold go to an approver.
Payment reminders
Today
Reminders go out when someone remembers, usually after the invoice is sixty days late.
With Clones
The Clone sends scheduled reminders within approved wording. Disputes go straight to the AR lead.
Bank reconciliation
Today
An accountant spends two days of every close ticking transactions in a spreadsheet.
With Clones
The Clone prepares the reconciliation and lists open items. The accountant reviews and signs off.
Budget questions
Today
Department heads email Finance and wait days for a simple spend number.
With Clones
They ask the Clone in Teams and get an answer from approved reports, with sources.
Systems we connect
Works where Finance already works.
NetSuiteQuickBooks OnlineXeroSage IntacctMicrosoft Dynamics 365 Business CentralSAPBill.comExpensifyRampStripeExcelGoogle SheetsMicrosoft TeamsSlack
And anything else with an API, through custom skills.
What we measure
Baseline first. Then results.
- Days to close
- Invoice processing time
- Cost per invoice
- Days sales outstanding (DSO)
- Exception rate
- Report turnaround time
Your first six weeks
Invoice capture and matching plus scheduled collections reminders live for one entity, with processing time, exception rate and DSO baselined against actuals.
Your Champion
A controller or AP/AR manager who owns approval thresholds, reviews exception reports and decides when a workflow is ready for more autonomy.
Cross-department handoffs
Sales → Finance: closed deal terms arrive ready for invoice creation and revenue schedule setup.
Finance → Operations: approved purchase orders trigger vendor onboarding and delivery tracking.
FAQ
Finance & Accounting: questions, answered.
Can a Clone release payments?
Not without the controls you define. Payment release typically stays at Execute with approval: the Clone prepares the batch and a named person approves it in your existing system. Segregation of duties is preserved, because the Clone that prepares a payment never approves it. Every step is logged for your auditors.
How accurate is invoice coding?
We measure it rather than promise it. During the pilot, an AP specialist reviews every coded invoice, and we track the error and override rate by vendor and category. Categories that meet your threshold can move to coding within limits. New vendors, unusual amounts and anything ambiguous always go to a person.
What financial data can the Clone see?
Only the data its role needs, through least-privilege connections your InfoSec team approves. A collections Clone might see open invoices and contacts but not payroll or bank credentials. Access, permitted actions and things the Clone must never do are written into its Governance Charter and reviewed at each autonomy promotion.
Will this help with audits?
Yes, as supporting evidence. Every Clone action is recorded in a tamper-evident audit log you can export, and we can map those logs to the controls your auditors review. That makes it easier to show who approved what and when. Your auditors still make their own judgments, and our mapping is not legal or audit advice.
Other departments
Keep going.
Finance in six weeks. Measured from day one.
Book a Finance & Accounting diagnostic and we'll map the first rollout with you.