Your world today
✕ Chasing employees for missing receipts and expense documentation
✕ Manual line-by-line reconciliation of bank statements
✕ Formatting the same reports in the same way every month
✕ Finding and fixing data entry errors after the fact
✕ Juggling regulatory changes and compliance requirements
How Triform helps AI Agents for Controller
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 →
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 →