Agents IA pour directeurs financiers
Arrêtez de perdre du temps sur des tâches manuelles.
- 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 Agents IA pour directeurs financier
Automatisation du traitement des factures
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 →
Rapport de gestion hebdomadaire
Collectez automatiquement les KPI de vos outils, compilez des graphiques et des tableaux, rédigez des résumés narratifs et envoyez des rapports polis à la direction.
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
Note de frais et traitement des reçus
Collectez les reçus depuis l'e-mail ou Slack, extrayez les données, validez-les selon la politique et routez-les pour approbation par le manager. Envoyez les dépenses approuvées à la comptabilité.
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.