AI agents that automate finance operations, approvals, reporting, and compliance
Deploy AI agents that work across your ERP, accounting software, procurement tools, spreadsheets, and communication platforms to reduce manual work, accelerate financial processes,
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Support agent results
- 4xMore conversations per rep with Al-assisted outreach
- 60%Reduction in lead response latency
- 92%On-time renewal rate with proactive Al alerts
- 30sSpeed-to-lead for inbound form submissions
Finance AI Agents for every financial workflow
Modern finance teams are deploying AI agents to streamline collections, reconcile transactions, detect anomalies, automate compliance, and manage complex financial operations at scale. Discover how organizations are using AI across voice engagement, data & insights, API integrations, and lifecycle automation to reduce manual effort and increase financial efficiency.
Outbound Collections & Payment Agent
Naturally calls overdue accounts to politely remind them of upcoming or late payments, securely processes credit cards over the phone, and updates billing statuses.
-40%DAYS SALES OUTSTANDING (DSO)Voice EngagementMulti-Channel Expense Verification Voice Bot
Reaches out to employees via high-fidelity voice calls or messaging to instantly verify anomalous corporate card transactions and upload missing receipts.
85%FASTER EXPENSE RECONCILIATIONVoice EngagementReal-Time Fraud & Anomaly Detector
Continuously scans disparate ledgers, bank feeds, and transaction databases to instantly flag duplicate billings, structural anomalies, or suspicious internal behavior.
100%INVOICE AUDIT ACCURACYData & InsightsCash Flow & Burn-Rate Predictive Agent
Aggregates live cash positions across multiple bank accounts and ERP instances, utilizing historical data to forecast accurate monthly burn rates.
3xEARLIER RUNWAY WARNINGSData & InsightsMulti-Entity ERP & Bank Sync Agent
Monitored via API, this agent matches outbound corporate bank transactions directly to NetSuite, QuickBooks, or SAP line items in real time.
-90%END-OF-MONTH CLOSING EFFORTAPI & IntegrationsTax & Compliance Provisioning Agent
Automatically calculates regional sales tax (like VAT or ZIP-based tax) via Avalara/Stripe Tax APIs and pushes instant compliance reporting to internal systems.
100%AUDIT COMPLIANCE READINESSAPI & IntegrationsAutomated Procure-to-Pay Workflow
Detects new vendor invoices via email, runs a 3-way match against purchase orders and receipts, updates ERP records, and queues up batch payments.
5xFASTER INVOICE PROCESSINGLifecycle AutomationCustomer Subscription Lifecycle Manager
Monitors SaaS contract renewals, triggers automated multi-tier dunning workflows for failed credit cards, and restricts app access via API if unpaid.
25%RECOVERED REVENUE FROM CHURNLifecycle Automation
Real deployments. Measurable outcomes.
These aren't pilots. Each is a production agent solving a specific sales problem for a live team.
- Finance Operations80%Accelerate Finance Operations
Automate reconciliations, reporting, approvals, and documentation to reduce manual effort and accelerate financial processes.
- Compliance & Risk90%Improve Accuracy & Compliance
Reduce errors, enforce policies, maintain audit trails, and ensure consistent governance across financial workflows.
- Enterprise Scale3xScale Without Additional Headcount
Handle increasing transaction volumes and operational complexity without proportionally expanding finance teams.
Three paths to
agents in production
Build with your team.
Your engineers design, own, and ship agents on a fully flexible platform.
- Agent Builder
- Voice Agents
- Vibe Code
- Any LLM
Co-build with DronaHQ.
Our Applied AI engineers work alongside yours to productionize and deploy complex agents.
- Co-build
- Agent Builder
- Voice Agents
Fully managed delivery.
We architect and ship multi-agent workflows end-to-end, on any stack.
- Multi-agent
- LangChain
- LangGraph
- Any stack
Works with your entire sales stack
- SAP
- Oracle ERP
- NetSuite
- Microsoft Dynamics
- QuickBooks
- Salesforce
- Stripe
- Slack
- Microsoft Teams
- Google Workspace
- SharePoint
- SQL Databases
- Snowflake
- PostgreSQL
- REST APIs
Learn from the experts
- Playbook
AI Agent use cases library 2026
Discover practical AI agents being deployed across customer support, IT operations, HR, finance, sales, and knowledge management teams.
- Engineering
Deliver better customer experience with DronaHQ Agents
See how DronaHQ transforms customer support—from instant responses to intelligent routing and seamless human handoffs—across real-world use cases.
- Case study
Top voice AI agent use cases you can implement today
Explore real-world use cases of voice AI agents—from customer support and lead qualification to appointment booking and beyond.
Build for teams where compliance isn't optional.
RBAC, SSO, audit logs, secure and integrations, and self-host options built in.
SOC2, HIPPA, and data residency available at enterprise tier.
- HIPAA Compliant
- GDPR Compliant
- SOC 2
- ISO 27001 Certified
- CCPA
Ready to automate finance operations?
Build intelligent Finance AI Agents that reduce manual work, accelerate approvals, improve reporting, and help finance teams operate faster with enterprise-grade governance.