Your finance team is fast at the judgment — and buried in the keying.
Invoices get typed by hand, approvals sit in inboxes, the close drags on, and policy violations slip through because nobody has time to check every line. The work is necessary, but little of it needs your team's judgment. We build custom Microsoft 365 Copilot agents that do the matching, chasing, and checking — on the Microsoft stack you already own.
AP invoice processing & 3-way match
“Every invoice gets keyed by hand, and approvals sit in someone's inbox for days.”
An agent that reads an incoming invoice, matches it against the PO and receipt, flags the exceptions, and routes the clean ones for approval — so your team handles the judgment calls, not the data entry.
See it on one of your own invoices → book a walkthroughReading a clean PDF invoice is a demo. Matching it to the right PO and receipt, catching the line that doesn't reconcile, and knowing which exceptions a human must see — that's where the platform earns its keep.
Month-end close reconciliation
“Close takes us five days and the team is buried in spreadsheets.”
An agent that reconciles accounts, chases the open items, and drafts the variance explanations — so close is a review of exceptions, not a week of manual matching.
The close isn't slow because the math is hard — it's slow because the data lives in a dozen places and someone has to tie it all together. Pulling it into one reconciled view is the orchestration.
AR collections & dunning
“Our DSO keeps creeping up because nobody has time to chase invoices.”
An agent that watches aging receivables, sends the right reminder at the right time, escalates the ones that stall, and keeps your team's attention on the accounts that need a human call.
A blast of generic reminders annoys good customers. Knowing who to nudge, how hard, and when to escalate — without souring the relationship — is the judgment worth building in.
Expense report validation
“Expense approvals are a black hole, and policy violations slip through.”
An agent that checks every expense against your policy, flags the out-of-bounds ones with the reason, and auto-clears the rest — so approvers see only what actually needs a decision.
Flagging a receipt over a dollar limit is easy. Reading your real policy — the per-diems, the exceptions, the gray areas — and applying it consistently is the part that takes real work.
Procurement intake & PO routing
“Purchase requests bounce around email and we can't enforce policy.”
An agent that takes the request, asks for what's missing, routes it to the right approver by your rules, and opens the PO — so intake is a conversation, not a chain of forwarded emails.
The hard part isn't the form — it's enforcing the approval thresholds, catching the off-contract spend, and routing by rules that actually match how your business buys.
Not sure which of these fits first? That's the conversation.
Every Kinetiv engagement starts here — talking through where agents would do the most for your team. Let's find the place that pays off first.
Let's talk See how it works →