AI Agents for Finance
Agents that handle the routine close work under your approval rules.
We build governed AI agents for finance teams: invoice capture and matching, bank and GST reconciliation, collections follow-up, expense checks and management reporting, each with approval thresholds, audit logs and ERP or Tally integration.
- Approval rules
- Audit logs
- ERP and Tally
Free 30-minute call with a senior specialist. Reply within one business day. Based in Jaipur, working with businesses across India.
- Discovery callFree 30 minutes with a senior specialist
- Scoped first phaseWritten scope, timeline and fixed price
- Build with weekly demosWorking software you can see every week
- Launch and supportGo-live with your team ready, then ongoing support
What are AI agents for finance teams?
AI agents for finance are software workers that perform routine tasks such as reading invoices, matching payments, chasing receivables and preparing reports, under approval rules, with every action logged. Stack18 builds them on your ERP or Tally data so finance staff review exceptions rather than process every item.
Last reviewed 30 October 2026 by the Stack18 delivery team in Jaipur. Security and AI governance · Pricing · About Stack18
| What it covers | Payables agent; Reconciliation agent; Receivables agent; Reporting agent; Governance. |
|---|---|
| Typical first step | Discovery Sprint: 2 weeks, fixed price. |
| Build route | FinOps OS Launch: launch edition, live in weeks; from ₹2.4L, one-time, no per-user fees. |
| Long-term option | Transformation Pod: 12–36 months, annual contract. |
| Measured by | Close cycle time; Straight-through rate; Reconciliation hours; Days sales outstanding. Each against an agreed baseline. |
| Governance | Human approval at 5 governance gates, every AI agent action logged, NDA available on request. |
| Delivery team | Based in Jaipur, India. A senior specialist replies within one business day. |
You need this when…
Tap the ones that apply to you.
AI Agents for Finance, end to end.
Each capability is delivered by the same team on the Agentic SDLC, with your approval at every critical step.
Payables agent
From invoice to approved bill.
- Invoice capture and matching
- Duplicate checks
- Approval routing
Reconciliation agent
Match, then show exceptions.
- Bank and gateway matching
- GST data matching
- Exception queue
Receivables agent
Consistent, polite follow-up.
- Prioritised reminders
- Promise tracking
- Dispute escalation
Reporting agent
Management packs faster.
- Variance commentary drafts
- KPI dashboards
- Scheduled reports
Governance
Controls finance can sign off.
- Amount thresholds
- Segregation of duties
- Full action log
A typical engagement, step by step.
Senior people lead every phase. Specialised AI agents on the Agentic SDLC handle the repetitive work, and nothing ships without your approval.
Discovery
Map how finance operations works today, the systems and data involved, and agree the first measurable outcome.
Design
Design the workflows, roles, integrations and approval points for finance operations.
Build in weekly demos
Your team sees working finance operations software every week, with changes agreed in the open.
Launch and support
Data migration, training, go-live support and a measured 30-day review against the baseline.
Start small. Scale when it works.
Every engagement begins with a short, fixed-price step so you can judge the fit before committing further. See pricing.
Discovery Sprint
Teams deciding scope and priorities before they commit.
- Duration
- 2 weeks
- Pricing
- Fixed price
- Scoped plan and timeline
- Team and fixed price
- Process map or prototype
FinOps OS Launch
Teams that want a proven base they can extend.
- Duration
- Launch edition, live in weeks
- Pricing
- From ₹2.4L, one-time, no per-user fees
- Pre-built modules to configure
- Data migration and training
- Extend with custom work later
Transformation Pod
Multi-system programmes that run for years.
- Duration
- 12–36 months
- Pricing
- Annual contract
- Dedicated cross-functional team
- Quarterly business reviews
- One accountable partner
What we have shipped, and what a typical engagement looks like.
Delivered projects link to the full case study. Illustrative scenarios describe typical engagements and are not named client results.
Mid-size finance team
- Challenge
- Close delayed by invoice entry and reconciliation.
- What we do
- Payables and reconciliation agents with an exception queue.
Pilot in weeks
Free finance operations review
Tell us where finance operations hurts most. We map what to fix first, whether ready-made or custom fits, and a realistic first step.
- Where to start and why
- Ready-made vs custom view
- Indicative timeline
We agree targets before we start.
Every engagement has a baseline and a target on the measures that matter to you, reported at every read-out.
AI Agents for Finance questions.
Can the agents post to our books?
Only inside rules you approve, with thresholds and review. Everything is logged.
Which systems do they connect to?
Tally, common ERPs and spreadsheets with usable interfaces. We confirm yours in discovery.
Will auditors accept this?
We design logs and approvals to give auditors evidence. Your auditors decide what they accept.
Where should we start?
Usually one workflow with clear volume, such as invoice capture or collections, measured against your baseline.
Is our financial data used to train models?
We design so your data is not used to train public models and agree terms in writing.
Often combined with.
AI Invoice Extraction
Accounts payable.
Explore →ExploreAI Collections Agent
Receivables.
Explore →ExploreBank Reconciliation
Match statements.
Explore →ExploreFinOps OS
29 modules from ₹2.4L.
Explore →ExploreAI Meeting Assistant
AI meeting assistant for Indian teams: transcripts, summaries and action items posted to your task tools, with consent and private deployment options.
Explore →Guides, comparisons and proof.
AI Agents for Business: A Practical Guide
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Read →CompareFixed Price vs Time and Materials: How to Choose
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Read →GuideSoftware Development Cost in India: What Drives It
What drives custom software cost in India, how fixed price, time and materials and dedicated teams differ, and…
Read →TrustSecurity, Data Protection & AI Governance
How Stack18 keeps your data and AI work secure: human approval gates, your environment, audit trails, no model…
Read →Let's scope your AI Agents for Finance project.
Tell us where you are and where you want to be. A senior specialist will reply within one business day with next steps.
- Free 30-minute consultation
- Indicative estimate after the call
- NDA available on request