Finance · Use Case
AI Agent for Finance Teams
Finance teams are buried in reconciliation, reporting, and approvals that could be automated. Pokee handles the repetitive financial operations so your team focuses on strategy and analysis.
The Problem
- Monthly close takes days of manual reconciliation
- Expense report processing is tedious and error-prone
- Budget vs actual reports require pulling from multiple systems
- Invoice approval workflows are slow and unclear
- Cash flow forecasting relies on outdated data
What You Can Automate
- 1
Daily cash position report
Time saved: 20 min/dayPokee delivers a daily treasury view so leadership always knows the cash situation.
Prompt“Every morning at 8am, pull bank balances, pending invoices, and scheduled payments from QuickBooks. Post a cash position summary to #finance.”
- 2
Invoice approval routing
Time saved: 15 min/invoicePokee reads invoices, applies approval rules, and routes without manual sorting.
Prompt“When an invoice email arrives, extract details and route to the appropriate approver based on amount (under $5K to manager, over $5K to director).”
- 3
Monthly budget vs actual report
Time saved: 2 hours/monthPokee automates variance analysis and notifies department owners of overspend.
Prompt“On the 5th of each month, pull actual spend by category from QuickBooks. Compare to budget in our planning sheet. Email variances over 10% to department heads.”
- 4
Expense report validation
Time saved: 10 min/reportPokee validates expenses against policy rules and catches violations before approval.
Prompt“When an expense report is submitted, check each line item against our policy (daily meal max $50, hotel max $250/night). Flag violations and return to submitter.”
- 5
Revenue recognition tracking
Time saved: 15 min/dealPokee maintains accurate revenue recognition schedules from live deal data.
Prompt“When a deal closes in HubSpot, create an entry in our Revenue sheet with contract value, term, start date, and monthly recognition schedule.”
NetSuiteBefore vs After Pokee
| Metric | Before Pokee | After Pokee |
|---|---|---|
| Cash visibility | Check bank manually | Daily automated report |
| Invoice routing | Manual email forwarding | Auto-routed by amount |
| Budget tracking | Monthly manual comparison | Auto-computed with alerts |
| Expense validation | Review each line item | Auto-checked against policy |
| Revenue tracking | Manual entry from CRM | Auto-populated on deal close |
How It Works
- 1
Connect your tools
Head to pokee.ai/authorizations and link each tool in your stack with one-click OAuth. Takes 2 minutes total.
- 2
Describe workflows
Tell Pokee what you want automated in plain English. No triggers to configure, no flowcharts to build.
- 3
Pokee executes
Workflows run automatically with intelligent error handling and adaptation. When tools change or edge cases appear, Pokee adjusts.
Why Pokee
Natural language setup
Describe workflows like talking to a colleague, not configuring a flowchart.
Unlimited steps
One description can chain 10+ actions across all your tools. Zapier charges per step.
Self-healing
When APIs change or rate limits hit, Pokee adapts. Zapier breaks.
Context-aware
Pokee understands your data and makes intelligent decisions about edge cases.
One price
All integrations, all workflows, unlimited actions. No per-Zap pricing.
Deployment & Governance
Runs where your data lives, with humans in control
Private deployment
A dedicated managed tenant, your own VPC on AWS, Azure or GCP, on premises, or air-gapped. Your data never leaves your boundary.
Approvals and audit
Approval gates wherever you set them, role-based access, and a full audit log. Every agent action is attributable and reviewable.
Measurable pilots
Pilots run on two or three real workflows, typically live inside two weeks. Measure time saved, accuracy and cycle time before rollout.
FAQ
- How quickly can finance teams get started with Pokee?
- Most teams are automating within 5 minutes. Connect your tools via OAuth, describe your first workflow in English, and Pokee starts executing immediately.
- What if my workflow is complex or has many conditions?
- That's where Pokee shines. Unlike trigger-action tools, Pokee handles complex conditional logic, branching paths, and context-dependent decisions. Describe the full logic in English.
- Can Pokee handle sensitive finance teams data securely?
- Yes. SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime. Enterprise plans offer on-premise deployment.
- How much does it cost?
- Free tier includes 500 credits. Paid plans start at $19.99/month for unlimited integrations and workflows. No per-automation pricing.
Related Use Cases
Ready to automate your workflow?
500 free credits. 90+ integrations. No credit card required.