Help capture, classify, and route invoices and expenses for review.
Assist approvers by surfacing context and suggested actions for each request.
Provide summaries and patterns around spend, vendors, and budgets.
Flag potential violations of spend or approval policies for human review.
Control who can configure, deploy, or use the agent.
Keep records of conversations and actions for compliance and debugging.
Start from prebuilt flows or playbooks for common scenarios.
Support for multiple languages where the vendor offers it.
Brand the experience to match your organisation’s identity.
Integrate the agent into custom applications or back-end systems.
Sort and route invoices based on vendor, amount, and GL coding suggestions.
Flag out-of-policy expenses for further review by finance.
Answer basic questions about budgets and spend for business owners.
Answer questions from internal documents, wikis, and runbooks.
Turn conversations and activities into updated documentation.
Summarise meetings and extract action items for follow-up.
Try new automation ideas before committing engineering time.
Assist multiple teams with similar questions or processes.
Help new hires ramp up faster on tools and processes.
Pre-screen content or workflows for policy issues.
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Adaptive Ops AI is an AI-powered platform used within finance ops workflows. It helps teams automate repetitive steps, surface insights, and coordinate actions across tools using agent-based patterns when deployed with proper governance.
Workday Adaptive Planning is an enterprise-grade platform commonly used in agent-driven workflows. It integrates with existing systems and is typically deployed with governance, monitoring, and phased rollouts to ensure reliability and compliance.
Airbase is an AI layer on top of finance operations, invoices, and spend workflows. It is designed for organisations that want agents to work inside real workflows rather than standalone demos. With Airbase, teams can connect existing systems, define guardrails, and give the agent clear responsibilities so it behaves consistently over time. The agent helps route approvals, categorise expenses, and answer finance questions by integrating with AP, expense, and ERP systems. In practice, Airbase is most effective when it is rolled out gradually, starting with a narrow set of use cases and clear success metrics, then expanded as trust and understanding grow.
