Blog · Finance & operations
AI agents for finance, HR and operations
Invoices, expenses, cash forecasts, hiring, onboarding, contracts and IT requests, run as agents that check the rules and ask before they act.
How finance, HR and operations teams use Agent Serve for invoices, expenses, cash forecasts, hiring, onboarding, contracts and IT access requests. Published by Valnora & Elric, makers of Agent Serve, the AI workspace where teams build, deploy, and manage AI agents.
Finance & operations articles
- Finance & opsRelay
Catching vendor contract notice windows before they close
Auto-renewing contracts are cheap to sign and expensive to forget. This playbook pulls the key terms out of every contract in Drive or SharePoint and sets a Relay to warn the owner while there is still time to renegotiate or cancel.
· 6 min read
- Finance & opsWorkflow
Checking every expense against the written policy, and citing the clause
Managers approve expense reports in a hurry and finance finds the problems at audit. These notes cover a workflow that reads each expense against the written policy and tells the manager which clause it may break, without rejecting anything itself.
· 5 min read
- Finance & opsWorkflow
Screening applicants against written criteria, with a person deciding
A coordinator with 240 applications for one role has three options for the first pass. This guide compares them, and shows a workflow that summarises each applicant against written criteria while a person makes every decision.
· 6 min read
- Finance & opsDashboard
A 13-week cash forecast that rebuilds itself every morning
Most 13-week cash forecasts live in a spreadsheet that one person rebuilds on Monday. Here is a dashboard that pulls the same inputs every morning, warns when a week dips below the minimum balance and sends the CFO a PDF each week.
· 5 min read
- Finance & opsMulti-workflow
From the AP inbox to an approved bill, with every match on record
Invoices arrive as PDFs in a shared inbox, and someone types them into the ledger. Here is a three-workflow setup that reads them, checks them against the purchase order and receipt, and only creates the bill once a person approves it.
· 6 min read
- Finance & opsRelay
Access requests checked against role rules before anyone clicks approve
Most access requests are routine, and most of the effort goes into checking who should have what. This playbook sets up a Relay that checks role rules, prepares the Okta change and waits for a manager to approve it.
· 5 min read
- Finance & opsMulti-workflow
What it takes for a new joiner to have everything on day one
A new joiner should arrive to a laptop, working accounts and a manager who knows the plan. Usually they arrive to a ticket that was raised yesterday. This piece follows one hire from accepted offer to their 90-day check-in.
· 5 min read