Finance & Operations Automation

Finance and operations teams are responsible for high-stakes, rule-governed processes where accuracy and accountability are non-negotiable. Chase Agents fits naturally here because it supports human approval gates, full audit trails, and deterministic step execution alongside AI-powered data processing.

Invoice Processing with Approval

When an invoice is received via email or uploaded to a shared folder, a webhook or scheduled automation can extract the invoice data, look up the corresponding purchase order in your ERP, match the amounts, and flag discrepancies. A seek_human_approval_for_next_step step presents the matched invoice and PO to the finance manager for approval. Once approved, a subsequent step creates the payment in your accounting system.

Monthly Close Reporting

Schedule an automation on the first of each month to pull revenue, expense, and cash flow data from your accounting system, calculate key financial metrics in a run_sandboxed_code step, and generate a formatted financial summary using generate_pdf. The report is emailed to the CFO and finance team and a copy is uploaded to your document storage system for record-keeping.

Expense Report Automation

When an employee submits an expense report, trigger an automation that checks each line item against your expense policy rules in a run_sandboxed_code step. Items within policy are automatically approved. Items outside policy are flagged and a seek_human_approval_for_next_step step requests manager review for the out-of-policy items specifically. Approved expenses are then submitted to your accounting system for reimbursement.

Vendor Contract Renewals

Build an automation that runs weekly to check your vendor contract database for contracts renewing within the next 60 days. For each upcoming renewal, the automation creates a reminder task for the contract owner, sends a Slack notification, and posts the contract details to a vendor-management channel. The operations team can review and decide whether to renew or negotiate without contracts slipping through unnoticed.

Budget vs. Actuals Monitoring

Schedule a weekly automation that fetches actual spend data from your accounting system, compares it against approved budgets for each department in a run_sandboxed_code step, and flags any department that is more than 10 percent over budget for the period so far. The alert is posted to the finance Slack channel and emailed to the relevant department head, enabling early intervention before a budget overrun becomes a year-end problem.

Accounts Receivable Follow-Up

Run a daily automation that scans your accounts receivable for overdue invoices. For invoices overdue by 7 days, send an automated payment reminder email. For invoices overdue by 30 days, escalate by notifying the account manager and generating a more formal reminder. For invoices overdue by 60 days, trigger a seek_human_approval_for_next_step to ask the finance manager whether to hand the account to collections. Every action is logged in the audit trail.

Finance AI Agent

Create a Finance AI Agent with access to your accounting system connection, your expense database, and your reporting data. Configure it with read-only access so it cannot modify any financial records. Finance team members can ask it questions like what our Q1 revenue was by product line, which vendors we paid most in February, or what the current cash position is. The agent retrieves live data and responds in seconds, eliminating the need for manual report generation for ad-hoc queries.