Use case · AI Finance Agent
Chase missing receipts automatically
Missing receipts hold up every month-end. The AI Finance Agent asks each person in Slack, and they reply with a photo of the receipt.
Last updated 6 October 2026
The problem
Finance teams spend hours every month chasing receipts by email, and the same people are chased again next month.
How the AI Finance Agent does it
- 01
It checks card spend daily
Transactions without a receipt or memo, read from your spend platform.
- 02
It asks the person in Slack
"Your $84 Delta charge needs a receipt."
- 03
They reply with a photo
It's attached to the transaction. We don't keep a copy.
- 04
It escalates politely
A second reminder, then their manager, never the same message twice in a day.
Example
“Who's missing receipts this month?”
AI Finance Agent
9 people, down from 31 on Monday. Tom Baker's $1,200 AWS charge has been escalated to his manager.Guardrails
- It reads transactions; it never moves money.
- Card and bank details are never stored.
Questions
Which spend platforms?
Ramp. Tell us yours when you book a demo.
Related
Track the month-end close checklist
The AI Finance Agent turns your close checklist into tasks with owners and due days, reminds owners in Slack before each task is due, and reports progress to the controller.
Overdue invoice reminders you approve
The AI Finance Agent watches overdue customer invoices and drafts reminders at 7, 30 and 60 days. Each reminder waits for your approval before it's sent.
Meet the AI Finance Agent
Expense and invoice questions, approval chasing and month-end tracking for your finance team.
Hire your first AI employee
Tell us which team needs one, and we'll show you how it works with your tools.