Agents and tools
Finance and PO Reconciliation Agent
An AI agent that sweeps purchase order emails, cross-references them against the fee register, flags unmatched items and drafts PO chases. All output lands in Drafts for review before sending.
Purchase order management in a small practice is time-consuming and error-prone. POs arrive by email, get forwarded, get chased, and occasionally get missed. The gap between fees agreed and POs received is a real financial risk.
The finance agent sweeps incoming PO emails, extracts the relevant data, and cross-references each one against the live fee register. Unmatched items are flagged. Where a PO is overdue, the agent drafts a chase email on the existing thread, in the practice voice, ready to review and send.
Nothing is sent automatically. Every draft lands in the Outlook Drafts folder for a named person to read, adjust if needed, and send. The agent does the legwork; the responsibility stays with a person.
The reconciliation output is written back to the register so the live fee position is always current.