CFO向けAIエージェント
手作業に時間を浪費するのはやめましょう。
- 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 CFO向けAIエージェント
請求書処理の自動化
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 →
週次管理レポート
ツールからKPIを自動的に収集し、チャートとテーブルをコンパイルし、物語形式の要約を作成し、洗練されたレポートをリーダーシップに送信します。
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
経費報告と領収書処理
メールまたはSlackから領収書を収集し、データを抽出し、ポリシーに対して検証し、マネージャーの承認のためにルーティングします。承認された経費を会計に送信します。
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.