Agentes de IA para diretores financeiros
Pare de desperdiçar tempo com trabalho 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 diretores financeiro
Automação de processamento de faturas
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 →
Relatório gerencial semanal
Colete automaticamente KPIs de suas ferramentas, compile gráficos e tabelas, redija resumos narrativos e envie relatórios polidos para a liderança.
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
Relatório de despesas e tratamento de recibos
Colete recibos de e-mail ou Slack, extraia dados, valide contra a política e encaminhe para aprovação do gerente. Envie despesas aprovadas para contabilidade.
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.