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AI Agents

Automate Finance and Accounting with Wizr AI Agents

Wizr’s Finance and Accounting AI agents streamline payment reconciliation, receipt checks, and invoice data extraction—freeing your finance team to focus on high-value work. Integrate with your ERPs for streamlined process and high efficiency.

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SAP, Oracle Fusion, Salesforce.com

Collection Agent

  • Classify incoming emails
  • Assign case type and assign to agent
  • Automate actions like sending W9
  • Update ERP with remittance information
  • Update ERP with contact information
  • Re-generate and send Invoice
  • Regular follow-ups
  • Update case status
SAP, Oracle Fusion

Bank Reconciliation Agent

  • Review discrepancies between payment file and bank statement
  • Categorize discrepancies
  • Extract remittance information
  • Extract exchange rate information
  • Identify key categories of discrepancies
  • Identify categories within toleranc
  • Escalate categories that are out of tolerance range to agent
SAP, Oracle Fusion, QuickBooks

Invoice Matching Agent

  • Monitor designated email inbox for incoming invoices
  • Extract invoice data automatically
  • Cross-reference invoices against purchase orders in ERP
  • Validate line items, quantities, and pricing for accuracy
  • Flag mismatches and trigger exception handling workflows
  • Update ERP with validated invoice data
  • Notify stakeholders of discrepancies or successful validation
  • Archive validated invoices for audit and compliance tracking
SAP, Oracle Fusion, QuickBooks

Cash Application Automation Agent

  • Capture payment data from bank feeds or remittances
  • Classify payments and identify customer accounts
  • Match and apply payments to open invoices in ERP
  • Flag unmatched or partial payments for review
  • Update ERP with allocation and reconciliation status
  • Notify stakeholders of discrepancies
  • Maintain audit trail for compliance

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