star-iconAutonomous Financial Operations

AI Finance Agent

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

Book Demo
AI Finance Agent dashboard preview
star-iconCAPABILITIES WE BUILD IN

A toolkit we build into your AI Finance Agent

Match status for Acme Bill #9140?
PO #9021 & Receipt #GR-401 verified. AP lines auto-posted to General Ledger.

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.

100% matched to bank feeds

Continuous bank feed & FX settlement

Match wires, merchant disbursements, and foreign exchange splits continuously with zero month-end backlog.

Tolerance Matching
GL Tax Tagging
Dunning Cadence
+ Add rule

Configured to your chart of accounts

Custom AP/AR workflows, multi-currency ledgers, and GL dimensions tuned to your ERP.

AR COLLECTION VELOCITY
68d DSO32d (Optimized)

DSO reduction & cash acceleration

Automates polite customer reminders and unlocks working capital by reducing overdue balances.

ERP & General Ledger
SYNCED
Open Banking & SWIFT
SYNCED
Fraud Screening Gate
SYNCED

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.

3-Way PO Matching
Automated AR Dunning
Continuous Bank Reconcile
100% Audit Logging

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.

OCR-Free Extraction

Direct parsing with 99.8% precision across multi-page tables and custom invoices.

Tolerance Verification

Validates unit costs, quantities, and sales tax against approved purchase orders.

Auto GL Posting

Creates debits and credits automatically in your General Ledger upon verification.

Duplicate Bill Blocking

Detects and flags duplicate or overlapping vendor invoices before disbursement.

Auto-Matched Bills
94.6%
Zero Touchauto-posted to GL
Processing Time
4.2s
-88%vs manual data entry
FINANCIAL CASH ACCELERATION100% Reconciled
94.6% Auto-match
MonTueWedThuFriSatSun
F
G
L
Matched Bills:5,840 100% matched
₹ 4.2 Cr+91% ↑

Operating cash recovered through automated dunning sequences

38.5%
May
56.5%
Jun
78.5%
Jul
94.6%
Aug
Month-End Close2 Days (vs 16d)

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.

star-iconWHY TWOWORKS

Enterprise software in weeks, not months.

How TwoWorks AI-native engineering compares to traditional software agencies and rigid enterprise SaaS stacks.

CRITICAL CAPABILITY
The TwoWorks Approach
AI-Native
Time to Value
Traditional Way:
✕6 to 12 Months

Months of scoping decks and endless discovery meetings before seeing any working software.

TwoWorks:
✓2 to 4 Weeks
10x Faster

Live production delivery in parallel sprints. Interactive software in Week 1.

Total Cost
Traditional Way:
✕$150k+ & Escalating Retainers

Agency billing padding, expensive change orders, and punishing per-seat licensing traps.

TwoWorks:
✓80% Lower Total Cost
80% Cheaper

Fixed transparent sprints with zero perpetual seat taxes or consulting bloat.

Workflow & System Fit
Traditional Way:
✕Rigid Off-The-Shelf Templates

Forces your sales reps and operations to bend their process to generic software constraints.

TwoWorks:
✓100% Custom-Tailored
Zero Compromise

Bespoke pipeline logic, quoting matrices, and ERP sync built uniquely around how you sell.

Direct Access & Support
Traditional Way:
✕Tier-1 Support Black Holes

Junior account managers and offshore queues passing tickets back and forth.

TwoWorks:
✓Senior Engineers in Your Slack
Direct Line

Direct real-time line to the builders. Rapid bugfixes and continuous feature evolution.

IP & Code Ownership
Traditional Way:
✕Vendor Lock-in & Hostage

Proprietary platforms where export is difficult and custom modifications cost a fortune.

TwoWorks:
✓100% Code & Data Ownership
Your Property

Full intellectual property transfer, open standards, and zero vendor lock-in.

✓
Guaranteed Sprint Milestones & 100% Code OwnershipStart with a 1-week clickable prototype before committing to full build.

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.

01

Discovery call

We map your payment gateways, vendor billing terms, aging accounts receivable, and reconciliation pain points.

02

Scope & plan

We turn your GL posting rules, tolerance thresholds, and collection dunning sequences into an agreed build plan.

03

Build

We build the real agent - automated 3-way matching, bank feed connectors, and autonomous collection outreach.

04

Migrate & test

We run shadow reconciliations on historical bank and invoice batches to verify 100% mathematical accuracy.

05

Launch & support

We go live with your accounting team, monitor invoice clearing rates, and fine-tune exception workflows.

Not an invoice OCR gimmick. A finance agent that accelerates cash collections and reconciliations - live in weeks.

Live in ~4 weeks
Not months of implementation
Built around your collections flow
Not a rigid template
Direct access to your team
No support-ticket black hole

Questions About AI Finance Agent

Everything you need to know about architecture, implementation, and capabilities.

How does the AI Finance Agent prevent fraudulent supplier payments?

The agent enforces hard guardrails: it cross-references supplier tax IDs and bank details against verified master records, flags uncontracted price increases, and mandates dual human sign-off on any new or altered payee banking details.

Can the agent handle unstructured or handwritten supplier invoices?

Yes. The underlying vision-language models accurately parse complex multi-page tables, scanned PDFs, handwritten delivery receipts, and non-standard tax formats with 99.8% precision.

Does the agent replace our existing accounting software?

No. The AI Finance Agent integrates directly with TwoWorks Financials or your existing ERP (NetSuite, QuickBooks, SAP, Xero) as an autonomous copilot that executes the manual work.

How does the automated AR collections agent interact with high-value clients?

You can configure custom communication rules per client tier. High-value enterprise accounts can be assigned gentle executive reminders, while delinquent accounts receive structured milestone dunning sequences.

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TwoWorks StarEnterprise Performance

“We were genuinely blown away by the efficiency, expertise, and execution speed of TwoWorks. Their strategic engineering and ERP architecture transformed our operations seamlessly.”

TW
Strategic Enterprise Partner
Operations & Technology Lead
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