Finance Agent — Invoice & Document Intelligence
Upload invoices and statements, then ask questions about them
What is this project?
Finance Agent turns a folder of finance paperwork into something you can actually ask questions of. Drop in invoices, statements, P&L sheets or reports across six formats — PDF, image, XLSX, DOCX, CSV and Markdown — and the Extract & Store step converts them into structured records rather than a pile of text.
Invoices become tabular data you can total, chart and reconcile. Statements and reports are indexed for retrieval, so questions like "What are the line items on invoice INV-2026-…?" or "What are the two open questions in the statement?" get answered against the actual documents, with the knowledge base carried across sessions.
A persistent history sidebar keeps every past thread with its message count, and answers worth keeping can be saved. The interface is deliberately restrained — editorial serif, plenty of white space — because finance users read carefully.
Interface Gallery
