AI agents for CFOs

Close faster and spend less time chasing data. Triform automates the financial reporting, invoice processing and reconciliation work that eats up your team's bandwidth.

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

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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 AI Agents for CFO

Invoice Processing Automation

Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.

Weekly Management Report

Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.

Expense Report & Receipt Handling

Collect receipts from email or Slack, extract data, validate against policy, and route for manager approval. Send approved expenses to accounting.

Industries and company types

Startup Scaleup Enterprise

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.

Book a discovery See all finance use cases