AI agents for Controllers
Spend less time on data collection and more on analysis. Triform automates the reconciliation, receipt chasing and report preparation that fills your week.
- Automated receipt collection and expense matching
- Faster reconciliation with AI-assisted matching
- Report templates that populate themselves from your systems
Your world today
How Triform helps AI Agents for Controller
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.
Gmail 
Slack 
Xero Invoice Processing Automation
Extract line items from invoices, match to POs, and route for approval. Automate your Accounts Payable.
Gmail Slack Xero Weekly Management Report
Automatically gather KPIs from your tools, compile charts and tables, draft narrative summaries, and send polished reports to leadership.
Stripe Gmail Industries and company types
Start with one flow and scale from there
You don't need to automate your entire close process at once. Most controllers start with a single pain point: receipt collection, bank reconciliation, or report generation. Once that's running, the next automation becomes obvious.