AI agents for finance teams
An AI employee for finance matches invoices, prepares reports and flags what needs a decision. Your finance team approves every entry before it is booked or sent.
Where finance teams spend their hours
Month-end in most finance teams looks the same: matching invoices to orders, chasing missing receipts, copying numbers into the management report and writing the comments that explain them. It's careful work, and much of it follows the same steps every month.
An AI employee for finance takes those steps. It checks invoices in Procountor, Netvisor or your ERP against orders and flags the ones that don't match. It drafts the monthly report in Excel with first comments, and it prepares payment reminders in Outlook for overdue customers.
Nothing is booked without a person
Finance needs control, so every entry, reminder and report goes to a person for approval in Teams or Slack. The AI employee keeps a trail of what it checked and why it flagged something, which makes reviews faster rather than riskier.
We usually start with one job, often invoice matching, and agree a goal in hours saved per month. If it reaches that goal, the next job follows. You can test it on a real task first, free.
The next step
We start by looking at the work your teams repeat every week and tell you honestly which of it suits an AI employee. A typical first candidate is "match invoices to orders and flag mismatches" in Procountor or Netvisor: the AI employee prepares list of exceptions to review, and the controller approves it.
The point isn't to add another AI tool; it's to move a number your business cares about. That's why Switch is custom: we set a goal, build to it and measure it with you. Start with a free test, then choose Platform or Managed.
Example jobs
Job
Works in
Produces
Approved by
Match invoices to orders and flag mismatches
Procountor or Netvisor
List of exceptions to review
Controller
Prepare the monthly management report
Excel
Draft report with comments
CFO
Chase overdue payments
Outlook
Reminder emails for approval
Finance lead
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
Questions
Does it work with Finnish finance systems?
Yes. Switch connects to common Nordic finance tools such as Procountor and Netvisor, as well as Excel and Microsoft 365.
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.