Finance

Every invoice. Handled.

An agent that reads every financial document, codes it to your GL, matches it to your records, and posts clean data to your ERP. No manual entry.

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How it works

Ingest. Code. Route. Post. The agent closes the queue, and escalates when it should.

Incoming documents6 new
INV-ACME-20240615.pdf
Invoice — vendor email
INV
STMT-BofA-June2024.pdf
Bank statement — secure upload
STMT
EXP-REPORT-JR-Q2.pdf
Expense report — employee email
EXP
INV-SUPPLIER-B-0094.pdf
Invoice — AP portal
INV
RMT-VENDOR-X-8812.pdf
Remittance advice — email
RMT
1
Document in, any source
Invoices, bank statements, expense receipts, credit card statements, remittance advice. Received by email, portal upload, EDI, or scan. The agent reads them all — no templates, no per-vendor setup.
INV-ACME-20240615 coded
VendorAcme Corp LtdMatched
Amount$4,200.00Validated
GL Code6100Auto-coded
Cost centerUS-FIN-02Matched
PO matchPO-2024-0812Variance
5 fields · 1 variance flagged
2
Extracted, coded, and validated
Fields extracted and matched to your vendor master, open POs, and cost center list. GL codes assigned based on your rules. Duplicates caught. Everything checked before it touches your books.
ExceptionReview needed
PO mismatch: $4,200 vs $3,800
INV-ACME-20240615 · Acme Corp Ltd
Routed to
MK
M. Kim — AP Manager
Attached: invoice, PO, price agreement
Agent paused. Resumes on approval.
3
Exceptions routed with context
Price variances, unmatched POs, duplicate invoices, and out-of-policy expenses get the right reviewer with the document, the discrepancy, and the relevant context attached. Nothing lands in a generic inbox.
Batch closed6 of 6 done
INV-ACME-20240615Posted to ERP
STMT-BofA-JuneReconciled
EXP-REPORT-JR-Q2Approved
INV-SUPPLIER-B-0094Posted to ERP
RMT-VENDOR-X-8812Filed
4
Posted. Filed. Closed.
Approved transactions posted to your ERP. Documents filed against the right vendor and period. The AP queue closes, the audit trail is complete, and the close doesn't wait on manual entry.

Use cases

Every document type the finance team handles.
One agent, one queue.

Accounts payable

Invoices in any format extracted, matched to open POs, GL coded, and posted to your ERP. Three-way matching against PO, receipt, and invoice. Duplicates caught before approval. Straight-through processing for clean invoices.

Invoice extraction3-way matchingERP posting

Expense management

Expense reports and receipts validated against your policy before they reach an approver. Out-of-policy items flagged with the specific rule. Approved reports coded and posted to the right cost center.

Policy validationReceipt matchingCost center coding

Bank reconciliation

Bank statements ingested and matched against your GL. Unmatched items surfaced with the relevant transaction context. Reconciliation items categorized and routed. Period close doesn't wait on manual matching.

Statement ingestionGL matchingUnmatched items

Month-end close

Accrual documents, prepaid schedules, intercompany invoices, and close checklists processed and filed as they arrive. The close starts with clean data, not a backlog of documents to work through.

Accrual docsIntercompanyClose checklists

Audit and compliance

Supporting documents for every transaction collected, filed, and retrievable by period, vendor, or GL account. Audit requests answered without manual document retrieval. Retention policies applied automatically.

Document filingAudit retrievalRetention

Vendor and remittance

Remittance advice matched to open invoices and cash application posted. Vendor statements reconciled against your AR. Discrepancies surfaced before they age into disputes.

Cash applicationVendor statementsAR reconciliation

More than a generic automation tool

Finance runs on accuracy and auditability. We built for that.

Finance runs on rules. The agent knows yours.

GL coding, cost center assignment, approval thresholds, and policy limits are not generic defaults. They are your rules, loaded once, applied consistently across every document. No manual re-entry, no coding errors.

Matching is built in, not bolted on

Three-way matching against PO, receipt, and invoice happens before the document reaches an approver. Variances are flagged with the specific line and amount. Reviewers see what changed, not a pile of documents to compare.

Every transaction has an audit trail

Every extraction, coding decision, exception, and approval is logged against the document and the transaction. Audit requests take minutes. Period-end close is cleaner because the documentation is already there.

Posts to the systems finance already uses

Pre-built connectors to SAP, Oracle, NetSuite, Microsoft Dynamics, and QuickBooks. The agent posts clean data directly to the right account — it doesn't stop at extraction.

Agents used by finance teams

AP Agent
AP Agent
Month-End Close Agent
Month-End Close Agent
Reconciliation Agent
Reconciliation Agent
GL Coding Agent
GL Coding Agent
94%
of exception-heavy AP tasks closed without a human reviewer
"Nanonets handles our full AP cycle — extraction, coding, matching, and ERP posting. The finance team reviews exceptions, not documents. Our close is two days faster."
Finance Operations Team
Enterprise customer

See it run on your process, with your documents.

Start free. No credit card. Or talk to our team about your workflow.

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