CFO를 위한 AI 에이전트
수동 작업에 시간을 낭비하지 마십시오.
- 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 CFO를 위한 AI 에이전트
송장 처리 자동화
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 →
주간 관리 보고서
도구에서 KPI를 자동으로 수집하고, 차트와 테이블을 컴파일하며, 서술적 요약을 초안 작성하고, 정제된 보고서를 리더십에 보냅니다.
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
비용 보고서 및 영수증 처리
이메일 또는 Slack에서 영수증을 수집하고, 데이터를 추출하며, 정책에 대해 검증하고, 관리자 승인을 위해 라우팅합니다. 승인된 비용을 회계로 보냅니다.
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.