Agentes de IA para directores financieros
Deja de perder tiempo en trabajo manual.
- Faster month-end close with automated data collection
- Invoice processing that runs itself from email to approval
- Real-time visibility into cash flow, burn and runway
Your world today
✕ Chasing invoices scattered across email inboxes and shared drives
✕ Manual data entry from bank statements, expense reports and vendor invoices
✕ Spreadsheets that take days to update for board reporting
✕ Month-end close that stretches longer than it should
✕ Reconciliation errors that surface weeks after they happen
How Triform helps Agentes de IA para directores financiero
Automatización del procesamiento de facturas
Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.
Trigger
Invoice Received
API
Related
Finance & accounting 
Gmail 
Slack 
Xero
Gmail Slack Xero View use case →
Informe de gestión semanal
Recopila automáticamente KPIs de tus herramientas, compila gráficos y tablas, redacta resúmenes narrativos y envía informes pulidos al liderazgo.
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
Informe de gastos y manejo de recibos
Recopila recibos desde correo electrónico o Slack, extrae datos, valida contra la política y enruta para aprobación del gerente. Envía gastos aprobados a contabilidad.
Trigger
Receipt Received
API
Related
Finance & accounting Gmail Slack Xero
Gmail Slack Xero View use case →
Industries and company types
Start with one flow and scale from there
You don't need to overhaul your entire finance stack. Most CFOs start with a single pain point: invoice intake, monthly reporting, or expense approvals. Once that's running, the next automation becomes obvious.