面向CFO的AI代理
停止浪费时间在手工工作上。
- 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 面向CFO的AI代理
发票处理自动化
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 →
每周管理报告
自动从您的工具收集KPI，编译图表和表格，起草叙述性摘要，并向领导层发送精美的报告。
Trigger
Weekly Schedule
Related
Product & analytics 
Stripe Gmail
Stripe Gmail View use case →
费用报告和收据处理
从电子邮件或Slack收集收据，提取数据，根据政策进行验证，并路由给经理审批。将已批准的费用发送给会计部门。
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.