Boost finance team performance

Increase efficiency, attract and retain top talent, and transform your business

SmartVendor

AI agents for accounts payable

Purpose-built for enterprise finance, SmartVendor increases speed, precision, and financial integrity by streamlining AP processes. The result is faster processing, fewer human errors, stronger financial controls, and reduced operational, compliance, and fraud risk.

AP Helpdesk

Automatically resolve vendor inquiries with agents that monitor your AP inbox and handle payment status, invoice, and document requests 24/7 — reducing AP inbox workload by up to 70% with precision and control.

Elevate issues that actually require human oversight.
Provide a unified vendor view across invoices, payments, and POs.
Reduce risk and fraud from compromised emails.
Maintain auditability and fraud safeguards with verification signals and activity logs.

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AP Invoices

Automatically capture, match, and code vendor invoices with AI agents that extract invoice data and create records directly in your ERP. Process invoices faster with fewer errors and full financial control.

Extract invoice data accurately from all formats with AI-powered computervision and OCR.
Match invoices automatically to purchase orders and contracts.
Code invoices with GL accounts, cost centers, and spend categories.
Route exceptions for human review when confidence is low or no match is found.
Maintain audit-ready records with full activity history and controls.

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AP Accruals

Improve accrual completeness and accuracy by over 20% while closing the books faster. AP Accruals uses AI agents to collect supplier expense estimates, match responses to PO and requisition data, and generate accrual journal entries, reducing manual outreach and lowering close risk.

Estimate accruals more accurately using supplier responses combined with PO and requisition data.
Generate accrual journal entries automatically with approval controls.
Track all outreach and accrual activity in a centralized, audit-ready record.
Produce one-click audit packages with supporting documentation and activity history.

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SmartCustomer

AI agents for accounts receivable

Purpose-built for enterprise AR teams, SmartCustomer helps recover cash faster, improve collector productivity, and turn receivables activity into real-time insight on payment behavior and cash performance. The result is accelerated cash collection and clearer visibility into receivables performance.

AR Helpdesk

Automatically resolve customer payment inquiries with AI agents that monitor your AR inbox and respond instantly to payment status, invoice, and remittance requests — reducing AR inbox workload by up to 70% while improving response times and customer satisfaction.

Monitor the shared AR inbox continuously with automatic inquiry tagging and routing.
Quickly respond to common customer inquiries including invoice copies, payment status, and remittance details.
Provide a unified customer view across invoices, payments, and account history.
Maintain auditability and fraud safeguards with verification signals and activity logs.

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AR Collections

Accelerate cash recovery with AI agents that automate collections outreach, prioritize accounts by payment behavior, and track activity helping AR teams focus on the accounts that matter most while strengthening customer relationships.

Automate dunning campaigns and follow-ups.
Prioritize accounts dynamically based on payment behavior and risk signals.
Generate AI-driven daily action lists to guide collector outreach.
Monitor the inbox continuously to classify responses and summarize next steps.
Track and reconcile collections activity in your ERP with full audit history.

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AR Remittances

Automatically capture and reconcile remittance data with AI agents that extract payment details, validate them against your ERP, and create payment records helping AR teams match invoices to payments faster with fewer errors and clearer cash visibility.

Extract remittance data automatically from emailed files and attachments.
Capture key payment details including payer, invoice numbers, amounts, and dates.
Validate remittance data against records and flag exceptions.
Create payment records with approval controls before posting.
Maintain audit-ready records with full activity history and verification logs.

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SmartResearch

Real-time intelligence that moves finance forward

Ditch the dashboards and gain a competitive edge with unified, current, actionable spend-to-cash insights you can trust. SmartResearch connects and reconciles your systems of record, operational context, and curated third-party data to deliver continuous cash intelligence in one simple portal.

What it Does

Harness real-time financial intelligence with confidence. SmartResearch continuously reconciles transactions, operational signals, behavioral patterns, and financial data—so finance leaders can anticipate cash risk, timing shifts, and tradeoffs before they impact the business.

Continuous cash intelligence. Real-time financial truth replaces static monthly or quarterly reports.
Break down finance silos. AP, AR, Controllers, and leadership work from one validated view.
Eliminate manual preparation. Replace reconciliation, spreadsheets, and data stitching with instant analysis.
Surface cash risk early. Behavioral payment patterns reveal timing shifts and liquidity changes.
Query finance data in natural language. Explore ERP and external data without SQL or reporting tools.
Explainable, auditable answers. Every insight traces directly back to source data.

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Why SmartResearch?

Static dashboards show where you’ve been. Continuous cash intelligence shows where you’re headed. By unifying first-party finance data, operational signals from Auditoria agents, and curated external benchmarks, SmartResearch delivers a living understanding of spend-to-cash outcomes.

Your data, connected

First-party finance data from your connected systems of record.
Operational behavioral data from the expanding Auditoria agent suite.
Curated, current external data including macroeconomic indicators, market data, industry benchmarks, and other finance indicators.
Single source of truth. One intelligence layer reconciling all connected sources so your team stops debating data and starts making decisions.

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For Who?

Purpose-Built for the Office of the CFO, SmartReserach is Finance-trained AI that deeply understand AP, AR, accounting vocabulary, timing rules, entity relationships, and your specific metrics—not a generic BI tool repurposed for finance.

Key differentiators

Tuned to enterprise Finance. Curated, relevant data sources—no random web results or generic AI responses.
Transparent and trusted. Clear source attribution for every insight, building confidence across your team.
Customized for your business. Define your own metrics and formulas in Metrics Studio to match how your organization operates.
Flexible and expandable. Connect an expanding set of systems of record and third-party data.
Enterprise-grade security.

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Auditoria Guardian
Advanced AI-Driven Data Protection and Security

Full Data Isolation

Each tenant’s data is completely separated and managed independently.

Bring Your Own Key (BYOK)

Enterprises hold the keys to encrypt their data and retain and manage control.

Embedded Machine Learning and Artificial Intelligence

Auditoria’s proprietary Specialized Language Model is used natively with embedded machine learning and AI technology to deliver intelligent automation that increases efficiency and accuracy.

Auditoria Guardian
Advanced AI-Driven Data Protection and Security

Full Data Isolation

Each tenant’s data is completely separated and managed independently.

Bring Your Own Key (BYOK)

Enterprises hold the keys to encrypt their data and retain and manage control.

Embedded Machine Learning and Artificial Intelligence

Auditoria’s proprietary Specialized Language Model is used natively with embedded machine learning and AI technology to deliver intelligent automation that increases efficiency and accuracy.

How Auditoria.AI works

Our AI agents are custom-built agentic artificial intelligence applications that integrate holistically into the workflow of an entire finance team or organization, delivering collaborative support and handling common finance department tasks.

Boost finance team performance

SmartVendor

AP Helpdesk

SmartCustomer

AR Helpdesk

SmartResearch

What it Does

Auditoria Guardian Advanced AI-Driven Data Protection and Security

Full Data Isolation

Bring Your Own Key (BYOK)

Embedded Machine Learning and Artificial Intelligence

Auditoria Guardian Advanced AI-Driven Data Protection and Security

Full Data Isolation

Bring Your Own Key (BYOK)

Embedded Machine Learning and Artificial Intelligence

How Auditoria.AI works

Auditoria Guardian
Advanced AI-Driven Data Protection and Security

Auditoria Guardian
Advanced AI-Driven Data Protection and Security