Expense Management
- Allow employees to submit expense reports directly through the chatbot interface.
- Route expense reports to appropriate managers for approval and track approval status.
- Provide real-time updates on the status of expense reports and reimbursement processing.
Invoice Processing
- Automatically extract invoice data such as vendor details, invoice number, and amounts.
- Validate invoice accuracy and completeness, flagging discrepancies or errors for review.
- Initiate payments for approved invoices and track payment status through integration with payment systems.
Financial and Tax reporting
- Aggregate financial data from multiple sources, including ERP systems, spreadsheets, and databases.
- Generate financial statements such as balance sheets, income statements, and cash flow statements.
- Calculate taxes automatically based on transaction details, location, and applicable tax rates.
- Send reminders for tax filing deadlines and provide guidance on required documentation.
- Assist in preparing documentation and reports for tax audits, ensuring compliance and accuracy.