Finance Agents
Build finance agents that can read, validate and act on financial documents.
Claix turns invoices, receipts, purchase orders, delivery notes and financial reports into structured JSON, source evidence and reusable document context.
Your finance agent can extract fields, compare related documents, prepare approvals and route exceptions to a person before incomplete or inconsistent data reaches your accounting system.
Claix is the document layer for finance agents. Your ERP, accounting system, approval rules and human reviewers remain in control.
Benefits
For finance agents that need more than OCR
Extract usable financial data
Turn invoices, receipts and purchase orders into structured JSON your agent can validate and pass to the next tool.
Compare documents before acting
Query invoices, purchase orders and delivery notes together to identify mismatched amounts, quantities or terms.
Keep evidence attached
Show the document evidence behind a supplier, total, tax amount or due date before a reviewer approves the action.
Route exceptions safely
Send missing, ambiguous or conflicting data to human review instead of allowing the agent to guess.
Keep your finance stack
Connect Claix to your ERP, accounting software, database, API, MCP server, n8n workflow or custom agent.
The document problem
Finance agents need documents they can reason over
A finance agent cannot act reliably on a PDF alone. It needs structured fields, related-document context, evidence for important values and a safe way to stop when information is missing or inconsistent. Without that document layer, the agent project becomes a collection of parsers, prompts, retrieval logic and one-off checks—harder to validate, harder to maintain and more difficult for finance teams to trust.
An invoice is not just text
The agent needs supplier, invoice number, dates, taxes, totals, line items and payment terms in a predictable structure.
Financial workflows require related documents
The invoice may need to be checked against a purchase order, delivery note, contract or payment record before the workflow can continue.
A number without evidence is difficult to approve
Finance users need to see where an amount or date came from before allowing an agent to prepare an approval or accounting action.
Uncertainty must become an exception
If the total is missing, line items do not match or documents disagree, the agent should stop and create a review case.
The ERP should not receive unchecked output
Claix supplies structured document data. Your finance workflow decides whether it is complete enough to update the ERP or accounting system.
Before / with Claix
From financial documents to controlled agent actions
Build it yourself
- Add a parser for each document format.
- Normalize invoices from different suppliers.
- Design extraction prompts and schemas.
- Build chunking and retrieval logic.
- Store and refresh embeddings.
- Create citations or source references.
- Compare invoices with purchase orders manually in code.
- Decide what happens when fields are missing.
- Handle duplicate, inconsistent or unreadable documents.
- Maintain the full pipeline after deployment.
With Claix
- Send the document through one API or integration.
- Define the fields your finance agent needs.
- Receive structured JSON.
- Keep source evidence with extracted values.
- Query related files in a Knowledge Space.
- Reuse document context for later questions.
- Route incomplete or conflicting data to a person.
- Let your agent decide the next finance action.
- Keep your ERP, database and approval rules under your control.
Finance agents
What a finance agent can do with Claix
Each outcome combines extraction, context, comparison and a controlled next step—not OCR alone.
Invoice processing agent
Receives an invoice, extracts supplier information, dates, taxes, totals and line items, then prepares the next finance action. Flow: invoice arrives → Claix extracts the schema → agent validates required fields → agent prepares a record or approval → incomplete cases go to review.
Accounts payable agent
Organises incoming invoices, extracts payment terms, identifies due dates and prepares records for the accounting workflow. It can classify invoices, detect missing fields, extract due dates, prepare records, create tasks and send exceptions to the finance team.
Invoice matching agent
Compares an invoice with its purchase order and delivery note, identifies mismatches and returns supporting evidence for supplier, PO number, quantities, unit prices, totals, taxes, dates and delivered products.
Expense review agent
Turns receipts into structured expense records and routes unclear or incomplete receipts to review. Can extract merchant, date, amount, tax, category, currency and employee or cost centre when present.
Supplier onboarding agent
Reads company and tax documents, checks whether required information is present and prepares a supplier record for human approval. It should not activate a supplier without the additional validations your company requires.
Contract-to-billing agent
Extracts billing terms from contracts and amendments, then compares them with later invoices or billing records to surface price differences, wrong dates, unbilled services, renewals and unapplied terms.
Reconciliation agent
Queries documents and financial records together, surfaces mismatches and prepares an explanation for the finance team—showing what was compared and why a discrepancy was flagged.
How it works
How a finance agent uses Claix
Your agent decides what to do. Claix gives it structured, traceable document context.
- 1
A financial document arrives
An invoice, receipt, purchase order, delivery note or contract reaches your application, email flow, API, n8n workflow or MCP tool.
- 2
The agent sends it to Claix
Your agent sends the document with the schema required by the finance workflow.
- 3
Claix returns structured data
The response includes the fields your agent needs, with source evidence available for values that require inspection.
- 4
Related documents provide context
The agent can query an invoice together with a purchase order, delivery note, contract or amendment in a Knowledge Space.
- 5
The agent takes the next action
It can prepare an approval, create a draft record, open a task, request missing information or write to your finance system according to your rules.
- 6
Exceptions stop safely
Missing, ambiguous or conflicting values become a review case instead of an unchecked financial update.
Your agent decides what to do. Claix gives it structured, traceable document context.
Document fields
Data Claix can return for finance workflows
Define the schema your finance agent needs. These are common starting fields—not a fixed chart of accounts.
Invoices
- Supplier
- Invoice number
- Issue date
- Due date
- Currency
- Subtotal
- Tax amount
- Total
- Line items
- Payment terms
- Purchase order reference
Receipts
- Merchant
- Date
- Currency
- Net amount
- Tax
- Total
- Expense category
- Payment method
Purchase orders
- Supplier
- Purchase order number
- Order date
- Delivery date
- Line items
- Quantities
- Unit prices
- Total
- Terms
Delivery notes
- Supplier
- Delivery number
- Delivery date
- Items
- Quantities
- References
- Recipient
- Exceptions
Financial contracts
- Parties
- Effective date
- Renewal date
- Billing terms
- Pricing
- Payment schedule
- Obligations
- Amendments
Evidence and control
Financial automation needs a trail
A finance agent should not return only a number. It should be able to show the document and field behind that number. Claix can attach source evidence to extracted values so your application or agent can display what supports a supplier, tax amount, total, due date or contract term.
Control flow
- Source document
- Extracted field
- Validation or document comparison
- Agent recommendation
- Human decision
- Final system update
Financial evidence should connect the original document, the comparison result, the exception, the human decision and the final system state—not only a model-generated answer.
Exception handling
Claix does not automate blindly
High-impact finance workflows need a stop when the document is incomplete, conflicting or unclear.
Missing fields
The invoice has no due date or total.
Route the document to a reviewer or request the missing information.
Incompatible documents
The invoice total does not match the purchase order.
Create a discrepancy case with the relevant evidence.
Duplicates
Two documents appear to represent the same invoice.
Pause the accounting action and request review.
Low confidence or ambiguity
The supplier name or line item is unclear.
Do not write the value automatically. Escalate it to a person.
Unreadable or incomplete document
The scan does not contain enough information to complete the schema.
Mark the required fields as incomplete and hold the workflow.
Capabilities
What the document layer gives the finance agent
Structured output, evidence and review signals—without replacing your ERP.
Schema-based financial extraction
Return the invoice, receipt or PO fields your agent needs in a predictable JSON structure.
Source evidence on critical values
Attach evidence to totals, taxes, dates and suppliers so reviewers can inspect before approving.
Multi-document finance context
Query related invoices, purchase orders and delivery notes together in a Knowledge Space.
Exception signals before the write
Surface missing, ambiguous or conflicting data as a review case instead of an unchecked ERP update.
Integrations
Connect finance agents to the stack you already use
- REST API from your finance application or backend.
- Webhooks when document processing completes.
- MCP for internal finance agents and tool hosts.
- n8n and Make for email, approval and routing workflows.
- Python or TypeScript applications.
- Custom databases, ERPs and accounting systems.
- Claix does not replace your ERP, accounting software, database or agent framework. It supplies the document data and context those systems use.
Positioning
Claix is not a full accounting platform
Keep the system of record and financial policies in your finance stack. Claix supplies the document layer underneath.
| Claix does | The finance system does |
|---|---|
| Extracts fields from documents | Keeps the accounting records |
| Returns structured JSON | Applies accounting rules |
| Adds evidence | Preserves financial state |
| Compares documents | Decides according to internal policies |
| Flags inconsistencies | Manages approvals and permissions |
| Keeps document context | Executes the final payment or journal entry |
| Routes cases to review | The user confirms or rejects |
What is a finance agent?
A finance agent is an AI-powered workflow that can read financial information, use connected tools and take controlled actions such as preparing an approval, comparing documents, creating a task or requesting human review. Claix is the document layer that turns invoices and related files into structured, traceable inputs for that agent—not the ERP, not accounting advice and not the final approval system.
Questions
Questions about finance agents and Claix
What is a finance agent?
A finance agent is an AI-powered workflow that can read financial information, use connected tools and take controlled actions such as preparing an approval, comparing documents, creating a task or requesting human review.
How does Claix help finance agents?
Claix turns invoices, receipts, purchase orders, delivery notes and related files into structured JSON, source evidence and reusable document context. The agent uses that information to decide what should happen next.
Can Claix process invoices?
Yes. Define the invoice schema your workflow needs and send the document to Claix. Your agent can receive fields such as supplier, dates, taxes, totals and line items, together with source evidence where available.
Can a finance agent compare an invoice with a purchase order?
Yes. Related documents can be queried together in a Knowledge Space. Your agent can compare fields, identify mismatches and send the case to review before an accounting action.
Does Claix approve payments?
No. Claix provides structured document data and context. Your application defines the approval rules, permissions and final action.
Does Claix replace an ERP?
No. Your ERP or accounting system remains the system of record. Claix is the document layer that supplies information to the finance workflow.
Can Claix create accounting entries?
Claix can return structured data that your agent or backend uses to prepare a record. Whether and how that record is written to an accounting system remains under your control.
What happens when financial documents conflict?
Your workflow can detect missing, ambiguous or inconsistent values and route them to human review instead of allowing the agent to make an unchecked update.
Is Claix financial advice or accounting software?
No. Claix is document infrastructure for finance agents and workflows. It does not provide accounting advice, approve payments or replace qualified financial review.
Next step
Build a finance agent that can read before it acts
Send an invoice, receipt or purchase order to Claix and give your agent the structured, traceable context it needs for the next finance workflow.