Financial document flow
Payment requests, acts, settlements and reporting — checked by AI.
Solution overview
One governed process instead of fragmented work
The finance flow connects payment requests, invoices, acts, contractual grounds and approval routes. The Finance agent checks details and amounts against contracts and budgets while the finance team keeps control through payment readiness.
The solution brings people, documents, routes and execution control into one governed digital flow. AI agents work inside the process: they help prepare materials, track status and drive work to completion — with clear access rights and a complete action history.
Solution interface
What the solution looks like in d8n.ai
The real d8n.ai interface: the work queue and documents for this solution.
Pain we solve
- Invoices and acts are checked manually
- Errors in details and amounts
- Payment approvals drag on
What d8n gives
- Advance and payment requests with routing
- AI checks details and reconciles with contract/budget
- Pay slips and reporting online
How it works
- 1
A request or act arrives
- 2
The Finance agent checks and reconciles
- 3
A manager approves — payment is ready
See the solution against your own workflow
In 20 minutes we will show a document or request from start to outcome, the AI agent at work and the manager control points. No generic deck — just the process you selected.
AI agents in this solution
d8n is a native AI platform: agents are built into the process and take actions.
Who benefits
Finance, accounting, managers
Frequently asked questions
Is financial document flow included in the base license?
Yes. Financial document flow is part of the Enterprise Edition license catalog: payment and advance requests, acts, pay slips and approval routes work right after activation. Adaptation to your budgeting rules and integrations with accounting systems are done through the USP.
What exactly does AI check in invoices and acts?
Counterparty details, amounts, and consistency with the contract and the budget. The Finance agent reconciles the document with system data and highlights discrepancies before the document goes for approval — errors are caught at the entrance, not after payment. The payment decision always stays with a human.
Which agents work in the finance loop and how are they priced?
The specialized Finance and Legal agents: the first checks invoices and reconciles them with the contract and budget, the second reviews contracts and risks on financial documents. Specialized agents are rented per company (not per seat) with a daily token pool included; configuration is done through the USP. Current figures are on the pricing page.
Does d8n integrate with 1C and other accounting systems?
Yes. d8n connects to 1C, SAP and other systems through an open API and integrations — requests and acts don’t need double entry. Integration setup is handled by the d8n team under the USP subscription. You can start with one process and expand coverage gradually.
Why do payment approvals get faster?
The route becomes automatic: a request moves through the approval chain on its own, every approver sees the document together with AI check results, reminders keep it from getting stuck, and overdue items are escalated to the manager. The initiator sees status in real time — no need to chase who holds the document.
Request a callback — we build it for you
We will explain USP, scope the work and enable the right solutions and integrations for your company.
- Reply within one business day
- Show the selected process in a live scenario
- Scope the rollout without a generic sales deck
