Where agents help
| Process | What the agent does | Who decides |
|---|---|---|
| Three-way invoice match | Compares the invoice, order and receipt, and flags differences | Accounts payable |
| Expense policy check | Compares claims with your written policy | Approver |
| Overdue invoice reminders | Lists overdue invoices and drafts reminders | Credit control |
| Month-end close checklist | Tracks tasks and missing items | Finance lead |
| Bank detail change alert | Flags change requests for checking | Finance lead |
Controls to keep in place
- Give agents read-only access wherever possible.
- Require a person to approve anything sent or changed.
- Verify bank detail changes through a separate, trusted contact.
- Review the audit trail regularly.
How to start
Choose one template, connect it to test data, and check its results against work your team has already done. Move to live data only when the results and your controls are ready.
Hivelock assists with finance work. It does not provide accounting or financial advice.
Common questions
Can an AI agent pay invoices by itself?
You should not set it up that way. Keep payment decisions with a person.
Can agents detect every fraud attempt?
No. They can flag some warning signs, but your normal controls must stay in place.
Try Hivelock in early access.
Tell us which process you want to automate. Get early access.