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.

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

SERVICES

PLATFORM

AI AGENTS

SOLUTIONS

CASE STUDIES

RESOURCES

How a Leading Accounting Software Firm Enhanced Efficiency with AI-Powered Support

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