AI employees for finance teams
An AI employee that checks invoices, prepares reconciliations and drafts month-end commentary, so the finance team reviews instead of copying data.
Review, don't retype
A lot of finance work is careful copying: matching invoices to purchase orders, checking bank lines, putting numbers from one system into a spreadsheet for another. It needs accuracy, which is exactly why it's tiring.
An AI employee for finance does the first pass. It flags invoices that don't match, suggests reconciliations, and drafts the variance commentary for month-end. The accountant or controller checks the list and approves. Nothing is posted to Xero, NetSuite or QuickBooks without a person signing it off.
A sensible place to start
Finance teams usually start with read-only work, because it carries no risk: the AI employee reads, compares and reports, and people do the posting. Once the team trusts the results, you can decide which low-risk steps it may carry out after approval.
Set a goal before you start, for example hours saved at month-end, so you can tell whether it's working.
Getting started in finance
The first conversation is about your finance team's week, not about AI. We look at which jobs come back every week, which tools they touch and who signs them off, then pick one to start with and agree how you'll measure it.
From there you have two routes. On Platform your team builds its own AI employees after one onboarding call. On Managed, Switch runs a workshop, presents the plan to leadership, builds up to five AI employees, rolls them out and holds weekly implementation calls. You can try it first with a free test alongside a Switch team member.
Example jobs
Job
Works in
Produces
Approved by
Match invoices to purchase orders
Xero
List of mismatches
Accountant
Prepare the month-end reconciliation
NetSuite
Reconciliation draft
Controller
Draft variance commentary for leadership
Microsoft 365
Commentary in Excel
CFO
See what an AI employee would do for your team.
30 minutes with Switch. We map your first agents with you.
How it works with Switch
Step 1
Agree the plan
Agree the steps, owners and dates together.
Step 2
Map your needs
Understand your workflow, pain points and goals.
Step 3
See it on your work
See a working agent on your own workflow.
Step 4
Business case
Connect the value to cost, revenue and margin.
Step 5
Price and terms
Agree scope and price for one first agent.
Step 6
References
Hear from customers who have done it.
Step 7
Procurement
Clear legal, security and vendor onboarding.
Step 8
Sign and start
Sign the shared scope and book the kick-off.
Related integrations
By company size
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Questions
Does it post entries in our accounting system?
Only after a named person approves them. Most teams start with read-and-prepare work.
Does a person still approve the work?
Yes. Every AI employee hands its result to a named person in Teams or Slack, who approves, edits or rejects it before anything is sent or changed.
Will AI employees replace people on the team?
No. They take repeatable work off the team's plate so people spend their time on judgement, customers and decisions.
How do we get started?
Start with a free test together with a Switch team member, then choose Platform to build your own AI employees or Managed to have Switch find, build and roll them out for you.